Transaction Summary Report - Gain Insights into Employee History Transactions

Transaction Summary Report Overview

The Transaction Summary report within the History menu of the SapphireOne Payroll/HR mode shows History Transactions totaled by Employee, in either summary form or more detail. It differs from the allowance totals period summary; in that it is based on history transactions rather than allowance totals. 

When the Transaction Lines report is selected from the History 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.

When printing reports, the user should be aware that SapphireOne will assume that it is to print the selected report on all Employees that are currently active and in SapphireOne, the same as when a Employee Inquiry is performed. This may be from just a few employees but could extend to hundreds or even thousands of employee’s.

Report Type Menu

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

Summary This Report in portrait format summarises the transactions for each employee. The allowances and deduction are totaled and then printed in a before and after tax grouping.
Transactions This Report in portrait format shows in detail, the totals for all of the lines that made up that pay. 

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.

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 display the Details Report in the order they are displayed.
By ID This will sort the order of the data by employee ID.
By Surname This will sort the order of the data by surname.
By Pay Frequency This will sort the order of the data by pay frequency.
By Class This will sort the order of the data by employee class.
By Department This will sort the order of the data by employee department.

Report Selection Options

Last Pay No Default SapphireOne will print from the last pay number in SapphireOne
Last Pay This option will print details from the Last Pay in SapphireOne.
Working Transactions This option will print details for working transactions only
Active Only This option will print details from active employees only.
All Records  This option will print details for all Employees, including inactive or terminated employees that are no longer working for the company.

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 Employees within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the Employees details to be printed.
Options Button Selecting the Options button will open a pop-up dialog which will allow you select a particular period or group of periods to report on. 
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.
Background Button Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.

The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports. 

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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