Data Entry Palette Overview
The SapphireOne Data Entry Palette is the third blue icon, which is a piece of paper with a plus symbol in the bottom right hand corner. By clicking on this icon you will be able to select a range of the most commonly used Data Entry screens in Accounts mode, Inventory mode and Job Projects mode. Following on, there are two additional Data Entry modes at the bottom of the palette titled Leave Request for employees to populate their own leave requests, and PDF capture, which allows both Vendor Invoices (VI) and Order Client Invoices (OCI) to be dragged and dropped. All data entry as well as the Document Management is created from the drag-and-drop feature within PDF capture.
The Data Entry Palette is almost entirely made up of data entry functions. For your convenience these have been listed in four groups as follows: Accounting, Inventory, Job Projects and Workbook.
Users should be aware that any items or transactions opened using the Palette will be locked to other users on the network. Other users will be allowed read only privileges and will be unable to modify the data entry item currently opened by using the Palette options.