Asset Valuation Report Overview
The Asset Valuation report within the SapphireOne Assets mode allows the printing of detailed reports for the two principle depreciation methods.
When the Asset Valuation report is selected from the Assets Menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the report.
Report Type Menu
Selecting the Report Type Menu option will enable the user to print different layout styles of the Details Report.
|Valuation||This Report prints a simple report with totals totals for the Tax and Company rates.|
|Wide Details TAX||Prints a detailed report relating to Tax based depreciation in landscape format.|
|Wide Details COMPANY||Prints a detailed report relating to Company based depreciation in landscape format.|
|Wide Details TAX 2 Line||This is the same as the Tax report but has 2 lines of print for displaying additional data for each asset.|
|Wide Details COMPANY 2 Line||This is the same as the Company report but has 2 lines of print for displaying additional data for each asset.|
SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for anybody doing data entry within SapphireOne. Any data entry field that the user can type into using a keyboard, they can use this feature.
They can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client and they have just made a phone call to that particular client using the Softphone technology, this will automatically date and time stamp the contact and the phone number you called to. As soon as the call is completed or finished, the user has the ability to use the Speech to Text (Windows) function or Dictation (MacOS) function and dictate into the memo field of the CRM contact, adding as much description as they require.
This functionality applies across every single Data Entry screen. For example, if the user is entering a Vendor Invoice (VI) and they want to add a memo within the Vendor Invoice (VI), the user can simply dictate the memo. Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account when the user is completing data entry using a General Ledger, there’s always a unique memo field for each General Ledger account line, the user can utilise this feature to quickly add the information they need to add. Additionally, if you’ve got an interview with an employee and after the interview process is completed the user is able to make notes about the employee.
Speech to Text or Dictation is an extremely powerful tool and it’s something that we at SapphireOne as well as our clients utilise daily. It is a massive timesaver.
Report Sort Order Menu
The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:
|No Sort||This will display the Assets in the report in the order they are displayed|
|By ID||This option will sort the Assets in the report by their ID.|
|By Name||This option will sort the Assets in the report by their name.|
|By Class A||This option will sort the assets in the report by their selected class A.|
|By Class B||This option will sort the assets in the report by their selected class B.|
|By Class A & Location||This option will sort the assets in the report by their selected class A and then their Location.|
|By Class B & Location||This option will sort the assets in the report by their selected class B and then their Location.|
|By Location||This option will sort the assets in the report by their selected Location|
|By Class A & Class B||This option will sort the assets in the report by their selected class A & then their class B|
|By Class B & Class A||This option will sort the assets in the report by their selected class B & then their class A|
|By Company||This option will sort the assets in the report by their Company|
Report Selection Menu
|Active Only||This option which is the default will only print the report on currently active Assets only|
|All Records||This option will print a report on all assets including Assets sets Inactive for some reason.|
|Print Button||Select this button to send the report to the Printer.|
|Cancel Button||Select this button to Cancel the Report.|
|Record List Button||Selecting this button brings up a list of all Assets within the users SapphireOne data file. The user can then use the Options menu on the main toolbar or the keyboard shortcuts ‘command/F’ and ‘ctrl/F’ search function to search for the required Asset to be printed.|
|Options Button||The Options Button allows for even further customisation of the Report.|
|Queue Button||Selecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print.|
|Background Button||Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.|
The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports.