Job Cost Report Overview
The Job Cost report within the SapphireOne Job Projects Mode produces Audit reports of any job project and draws the data from the Project Audit Lines file.
When the Job Cost function is selected from the Job Projects 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 Job Cost Report.
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.
Print Destination Menu
The Print Destination menu allows the user to choose the destination for the Report, and select from the options which include Printer, Custom Report, Quick Report and Labels.
|Printer||Tells SapphireOne to send the report straight to the Printer.|
|Custom Report||This allows the user to create a custom designed report. Once it has been created SapphireOne will be able to use this option from the Print Destination menu.|
|Quick Report||Selecting this option will open the Sapphire Quick Report function.|
Report Type Menu
Selecting the Report Type menu option will enable the user to print different layout styles of the Details Report.
|Balances||Provides the balance for each transaction in portrait format.|
|Wide – Balances||Provides the balance for each transaction in landscape format.|
|Income and Costs||Provides the balance for each transaction in a portrait format in profit and loss form.|
|Wide – Income and Costs||Provides the balance for each transaction in a landscape format in profit and loss form.|
Report Details 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||No sort to be done.|
|Full Data||Include full data on each transaction and sub-total on GL Account.|
|GL Data||Subtotal by GL account showing GL totals only giving a grand total.|
|GL Class||Sorted by GL class showing GL totals and class totals giving a grand total.|
|Full Data by Project||Full data showing each transaction with totals for each project.|
|GL Data by Project||GL data only with totals for each project.|
|GL Class by Project||GL class data only with totals for each project.|
|Full Data by Class||Full data showing each transaction with totals for each project class.|
|GL Data by Class||GL data only with totals for each project class.|
|GL Class by Class||GL class data only for each project class.|
Report Selection Menu
|Open Project||This will display all active projects.|
|All Records||This will display all current Job Projects, including inactive Job Projects.|
|Print Button||Select this button to Print the Report.|
|Cancel Button||Select this button to Cancel the Report.|
|Record List Button||Selecting 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 Button||The Options Button allows for even further customisation of the Report. Further details are outlined below.|
|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.