Transactions Report

Transactions Report Overview

The Transactions Report within the SapphireOne Job Projects Mode produces standard internal Transaction reports and allows the entered data to be checked and/or amended prior to posting.

When the Transactions Report 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 report.

The user can select from the Print Destination, Report Type, Report Sort Order and Report Selection drop-down menus to determine the preferred report layout. Reports are created using a combination of the selected metrics.

Print Destination Menu

The Print Destination Menu allows the user to choose the destination for the Report, and select from the options Printer, Custom Report and Quick Report.

Printer  Tells SapphireOne to send the report straight to the Printer. 
Custom Report  This allows the user to create a custom designed report. Once created the user will be able to use this option on the Print Destination menu. 
Quick Report  Selecting this option will open the Sapphire Quick Report function. 

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 Type Menu

Selecting the Report Type option will enable the user to print different layout styles of the report.

One Line Transaction This report gives the transaction details in a simple one line report.
Invoice Audit  As in the previous report, this report gives the transaction details with the inclusion of additional data fields and information.
Discontinued Inventory Includes anything that has been flagged as discontinued.

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 not apply any additional data sorting to the report.
By ID This will sort the order of the data by resource ID.
By Type This will sort the order of the data by transaction type.
By Date In This will sort the order of the data by the date of the transaction.
By Date Due This will sort the order of the data by the due date.
By Internal Ref This will sort the order of the data by the Internal Reference Number of the transaction.
By Sequence No This will sort the order of the data by the Sequence Number of the transaction.
By Period This will sort the order of the data by the period.

Report Selection Menu

The Report Selection Menu allows for additional sorting of report criteria.

Standard Selection Default display
Include Posted This will include all posted transaction records within the report.

Report Buttons

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.
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.

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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