Super Vendor - Simplified Search for Super Vendors

Super Vendor Overview

The Super Vendor Inquiry screen is the same Vendor Inquiry screen found in SapphireOne Accounts, Inventory and Job Projects Modes. The only difference in the Super Vendor Inquiry function is that the Vendor results are filtered to only show the Vendors linked to a Vendor Class of SUPER.

All Superannuation is paid to a Vendor for each employee within SapphireOne. These Vendors are recognised by SapphireOne as ‘Superannuation Vendors’ and the Vendor class of SUPER is used to classify these Vendors.

This SUPER Class must use the characters of SUPER prefixing the ID, for example SUPERXXX, SUPERYYY, SUPERZZZ, etc. These Classes are required for the payment of Superannuation and can be set up in the Vendor Class Inquiry screen. If the user only requires a single class of SUPER, the user can create the Class from within the Super Vendor Inquiry screen, as SapphireOne will automatically create all Vendors with a class of SUPER within the PayRoll/HR Super Vendor Inquiry screen.

Documentation of the complete Vendor Inquiry functionality can be found by navigating to Vendor Inquiry

You can create a new Vendor with a class of SUPER by selecting the New button and following the details in the Vendor Inquiry documentation.

All inquiry screens in SapphireOne offer the option to customise the list of items displayed on the page. This feature, known as Custom Inquiry, allows you to select the data fields to be shown and the order in which the columns of data appear across the screen. Although a client list is used as an example below, any type of inquiry can be customised within SapphireOne.

The list below represents the standard inquiry list, displaying a basic set of data fields for each client record:

Swap to Custom Inquiry

When you select the ‘Swap to Custom Inquiry’ button in the lower left-hand corner of the screen, SapphireOne will display the default Custom Screen, as shown below. This Custom List screen provides the user with two main options for organising the data display:

  1. To add or remove the data field columns displayed on the screen, click the ‘Setup’ button in the bottom right corner of the screen. Within the Setup screen, you can right-click on the column lines and choose from Delete, Move Left, or Move Right. More information on the Setup screen is provided below.
  2. To change the order in which the data field columns are displayed, click the ‘Setup’ button in the bottom right corner of the screen. Within the Setup screen, you can right-click on the column lines and choose from Delete, Move Left, or Move Right. More information on the Setup screen is provided below.

Once you have customised the Custom Inquiry screen, the screen view will be unique to you, and each time you log in, you will see the same custom view. You also have the option to select and save an unlimited number of custom views. This can be done in the ‘Setup’ screen, as detailed below.

The Inquiry screen below is the initial Custom Inquiry screen, which can be modified by the user.

Custom Inquiry Screen ‘Setup’ Function

To begin setting up your Customised List screen, click the Setup button, as shown above. The Setup screen will appear, as displayed below.


From this screen, users can add and remove data columns as needed. Almost every field within the SapphireOne data tables can be included in the Custom List screen, provided the user has the necessary authorisation.

The screen features several menu items across the top, which include:

  • Reset to Default – Clicking this button resets the display to the default settings determined by SapphireOne. When you add a new data field, SapphireOne will place it on the right-hand side of the data columns. You can then click on the field heading and drag it to your desired location on the screen.
  • Show Related Record – This option allows you to add related fields from other tables. By ticking the Show Related checkbox at the top of the screen, you can select a related record, and a mini view of that related record for the chosen entry will be displayed for the currently selected record. You will need to select the fields to be displayed.
  • Favourite Set – Located at the top left of the screen, this option enables you to save a custom-created screen for future use. For instance, you can have a simple Inquiry screen for general use and a more complex screen view when auditing specific information.

How to enter Super Vendor Details in SapphireOne

  1. Enter Super Vendor details from within PayRoll/HR Mode by navigating to Payroll/HR > Administration Employee Inquiry > Superannuation Page. SapphireOne will then create the Class of SUPER if required, and then when the user selects the tick on the main toolbar, creates the Vendor automatically with a minimum of details. The user may then go to Payroll/HR > Administration > Super Vendor Inquiry and open the new Vendor. This function is the equivalent of a full Vendor Inquiry so that the new Vendor may be checked and modified as required immediately.
  2. The second option is to navigate to the Vendor Inquiry screen in Accounts Mode by going to Accounts > Payables > Vendors and enter both the Class and Vendor details when setting the Vendor within the Inquiry screen. The Class MUST contain the word SUPER, e.g. SUPER_FUND1, SUPER2_FUND3, SUPERX and so on. Then set up Vendor as required. 

If the Vendor is created from within the Payroll mode, on the More Details Page the Miscellaneous area, this checkbox will automatically be set active. If the Vendor is created in any other location in SapphireOne, this checkbox will have to be set active manually. 

Next check that the Default GL Code is correct. Once you select the Superannuation checkbox SapphireOne will look for the correct account and try enter it automatically so check it every time. Check that it is the correct account, and if it is a multi company data file, that it is the correct Company.

Dictation and Speech to Text Overview

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.

You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.

As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.

Dictation and Speech to Text Procedure

This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and 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 GL account line.

The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive time saver.

How to set up Superannuation Classes in SapphireOne

For full details on how to set up a Superannuation Vendor Class within SapphireOne please navigating to the Vendor Class Inquiry screen.

For a SUPER Vendor created from PayRoll/HR mode, a suggestion for an ID is to use the Super Funds ID AMP, and the first 4 letters of the employee’s ID BELL, which gives AMPBELL or BELLAMP. Any ID of up to 8 characters may be used and should be specific so that it can be identified at a later date. It should contain the Vendor ID, the employee’s name, as well as the ID of the Super Fund that the superannuation amount is being paid to. 

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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