Data Entry Palette Overview
The SapphireOne Data Entry Palette is the menu accessible from the third blue button in the palette group. From this menu the user is able too select a range of the most commonly used Data Entry screens in Accounts mode, Inventory mode, Job Projects mode and Workbook mode. Following on, there are two additional Data Entry functions at the bottom of the palette titled Leave Request, for employees to populate their own leave requests, and PDF capture, which allows PDF’s pertaining toboth Vendor Invoices (VI) and Order Client Invoices (OCI) to be automatically scraped for relevant data. All data entry as well as the Document Management is created from the drag-and-drop feature within PDF capture.
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.