Transactions

Transactions 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. 

Report Type Menu

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

One Line TransactionThis 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 InventoryIncludes 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 SortThis will not apply any additional data sorting to the report.
By IDThis will sort the order of the data by resource ID.
By TypeThis will sort the order of the data by transaction type.
By Date InThis will sort the order of the data by the date of the transaction.
By Date DueThis will sort the order of the data by the due date.
By Internal RefThis will sort the order of the data by the Internal Reference Number of the transaction.
By Sequence NoThis will sort the order of the data by the Sequence Number of the transaction.
By PeriodThis 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 SelectionDefault display
Include PostedThis will include all posted transaction records within the report.

Report Buttons

Print ButtonSelect this button to Print the Report.
Cancel ButtonSelect this button 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.
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.

 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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