Asset Loan Liability

Asset Loan Liability Report Overview

The Asset Loan Liability report within the SapphireOne Assets mode provides the user with a report that prints a snapshot of the companies current liabilities for any loan that is that is currently being paid off by the company at this point in time. The report prints the original Liability amount as well as the remaining Liability. It also prints the Remaining amount to be paid as well as the terms and the interest rate on the loan.

When the Asset Loan Liability 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.

Loan LiabilityAsset report showing Loan Liability and Payment Terms details.

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 SortThis will display the Report in the order they are displayed
By ID This will sort by asset ID.
By NameThis will sort by asset name.
By Class AThis will sort by Class A.
By Class BThis will sort by Class B.
By Class A & LocationThis will sort by Class A & Location.
By Class B & LocationThis will sort by Class B & Location.
By LocationThis will sort by location.
By Class A & Class BThis will sort by Class A & Class B.
By Class B & Class AThis will sort by Class B & Class A.
By CompanyThis will sort by company.

Report Selection Menu

Active Loan
All Records This will display all inventory items, including inactive items.

Report Buttons

Print ButtonSelect this to Print the Report.
Cancel ButtonSelect this to Cancel the Report.
Record List ButtonSelecting this button brings up a list of all inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item to be printed.
Options ButtonThe Options Button allows for even further customisation of the Report. Further details are outlined below.
Queue ButtonSelecting 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 ButtonSelecting 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. 

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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