Implementation Course

Master the essentials of managing accounts receivables in SapphireOne to optimise cash flow and enhance financial efficiency.

• Establish a New Client
• Create a Client Invoice
• Create a Client Receipt
• Create a New Client Credit
• Reverse a Posted Transaction (CR, CI, CJ, CC)
• Create a Client Journal
• Set Up and Add a New Client Class
• Post Receivable Transactions (CI, CC, CR, CJ)
• Allocating Client Receipts and Credits
• View and Generate Client Ageing Reports

Learn the core principles of managing accounts payables in SapphireOne to streamline vendor payments and improve financial control.

• Set Up and Add a New Vendor
• Create a Vendor Invoice
• Creating a Vendor Payment
• Creating a Vendor Credit
• Creating a Vendor Journal
• Set Up and Add a New Vendor Class
• Creating and Processing a Vendor Payment(s)
• Posting Payable Transactions (VI, VC, VP, VJ)
• Allocating Vendor Payments and Credits
• View and Generate Vendor Ageing Reports

Understand the fundamentals of managing the General Ledger in SapphireOne for accurate financial reporting and strategic decision-making.

• Set Up a General Ledger Account
• Set Up a General Ledger Class
• Set Up an FX General Ledger Account
• Create a General Ledger Journal
• Post a General Ledger Journal Transaction
• Perform a Bank Reconciliation
• Perform a Bank Sync
• Generate Trial Balance, Income Statement, and Balance Sheet Reports
• Generate Trial Balance, Income Statement, and Balance Sheet Reports for FX GL Accounts

Explore the basics of managing accounts history in SapphireOne to maintain comprehensive financial records and ensure data integrity.

• Checking All Historical Account Transactions
• Checking All Historical Allocation Lines
• Viewing Historical Bank Reconciliation Transactions

Gain insights into managing inventory sales in SapphireOne to boost operational efficiency and drive sales performance.

• Creating a Sales Quote
• Creating a Sales Order
• Creating a Sales Invoice
• Creating a Sales Credit
• Converting a QCI to an OCI or SCI
• Setting Up Sales Representatives and Carriers
• Processing Back Orders
• Posting Inventory Transactions (Invoices)
• Printing and Sending Invoices to Clients

Learn how to efficiently manage inventory purchases in SapphireOne, including order creation, receipt, and supplier management.

• Convert an OVI to a PVI
• Create a Requisition Vendor Invoice
• Create an Order Vendor Invoice
• Create a Purchase Inwards Goods Journal
• Create a Purchase Vendor Invoice
• Create a Purchase Vendor Credit
• Create a Purchase Money Payment
• Create a Purchase Money Receipt
• Posting, Modifying, and Viewing Transactions
• Viewing, Modifying, Adding, and Deleting a Vendor

Gain insights into comprehensive inventory management with SapphireOne, covering stock control, valuation, and optimisation.

• Creating an Adjustment Journal
• Creating a Transfer Journal
• Creating an Order Build Journal
• Creating a Build Journal
• Modify, View, Post and Delete Build Transactions
• Modify, View, Post and Delete Adjustment Transactions
• Modify, View and Add Inventory Records
• Modify, View and Add Inventory Locations
• Modify, View, Add, and Delete an Inventory Class
• Modify, View and Add Inventory Price Estimations

Understand the role of an Inventory Manager in SapphireOne, focusing on inventory oversight, strategy, and performance metrics.

• Create, Modify, and View a Delivery Run
• Create, Modify, and View a Manifest
• Create, Modify, and View an Importer
• Create, Modify, and View a Manager Record
• Create, Modify, View, and Delete a Tariff
• Create, Modify, and View a Manifest Vehicle
• Create, Modify, and View Services
• Create, Modify, and View a Rebate
• Create, Modify, and View a Loyalty Program
• Create, Modify, and View a Voucher

Master the fundamentals of managing Point of Sale (POS) systems within SapphireOne, ensuring seamless retail operations.

• Create a Till Client Invoice
• Create a Hire Client Invoice
• Record Point of Sale (POS) Transactions
• Manage Hire Transactions
• Configure Shops and Tills
• Post Point of Sale (POS) Transactions
• Process Lay By Payments
• Reconcile Point of Sale (POS) Transactions
• Process Hire Returns
• Generate Point of Sale (POS) Reports

Learn to manage and utilise historical inventory data in SapphireOne for better forecasting and inventory planning.

• Review Historical Inventory Transactions
• Analyse Historical Sales Lines
• Reconcile POS Transactions

Explore the essentials of managing job project costs in SapphireOne, from budgeting to cost tracking and financial analysis.

• Create and Manage Vendor Invoices for Orders
• Record a Purchase Inwards Goods Journal
• Generate a Purchase Vendor Invoice
• Process a Purchase Vendor Credit
• Make a Purchase Money Payment
• Create a Job Project Vendor Invoice
• Manage Purchase Transactions
• Update a Vendor
• Record Arrivals for Job Projects
• Post Job Project Expenses

Understand how to manage resources for job projects in SapphireOne, ensuring optimal allocation and utilisation.

• Record a Resource Time Sheet
• Record a Job Project Time Sheet
• Open and Edit a Time Sheet
• Manage Resource Transactions
• Add or Update a Resource
• Categorise Resources by Class
• Post Resource Transactions
• Generate a Resource Details Report
• Generate a Resource Transactions Report

Learn to manage job project inventory in SapphireOne, covering procurement, usage tracking, and inventory control.

• Allocate Inventory to Job Projects
• Record Inventory Transactions
• Manage Inventory Items for Job Projects
• Define Inventory Locations
• Categorise Inventory Items by Class
• Set Up Inventory Price Book
• Post Inventory Transactions Procedure
• Generate an Inventory Details Report
• Generate an Inventory Transactions Report
• Generate an Inventory Allocations Report

Master the overall management of job projects in SapphireOne, from initiation to completion and performance evaluation.

• Generate a Job Project Client Invoice
• Process a Job Project Client Credit
• Record Job Project Transactions
• Create a New Job Project
• Define a Parent Project
• Manage Project Tasks
• Categorise Job Projects by Class
• Manage Job Project Clients
• Track Job Project Costs
• Manage Job Project General Ledger Entries

Discover how to manage historical data for job projects in SapphireOne, enabling better project analysis and reporting.

• Review Historical Inventory Lines
• Analyse Historical Time Sheets
• Examine Historical Time Lines

Learn the fundamentals of managing assets in SapphireOne, including acquisition, depreciation, and asset tracking.

• Record Depreciation for Tax Purposes
• Record Depreciation for Company Accounts
• Document Asset Sales and Disposals
• Record Asset Purchases
• Document Asset Valuations
• Record Depreciation for Repairs
• Process Depreciation Service Returns
• Manage Asset Depreciation Loans
• Add Depreciation Notes
• Manage Asset Transactions

Understand how to manage historical asset data in SapphireOne for accurate asset lifecycle management and reporting.

• Review Historical Asset Transactions
• Audit Historical Asset Lines

Master the basics of managing payroll in SapphireOne, ensuring accurate payroll processing, tax calculations, and compliance.

• Manage Working Transactions for Payroll
• Initiate a New Pay Run
• Execute a Pay Run
• Adjust Superannuation Contributions
• Process EFT Payroll Payments
• Generate and Distribute Pay Slips

Learn the essentials of payroll/HR administration in SapphireOne, covering employee records, benefits, and HR policies.

• Set Up Employee Records
• Define and Manage Employee Classes
• Define and Manage Employee Departments
• Set up Award Entitlements for Employees
• Define and manage Employee Allowances
• Define and Manage Allowance Classes

Explore how to manage historical payroll/HR data in SapphireOne for comprehensive employee and payroll analysis.

• Review Historical Payroll Data
• Review Historical Employee Transaction Lines
• Review Pay Run Logs and Single Touch Payroll (STP) Submissions
• Review Pay Slip Summaries
• Generate and Review Superannuation Reports
• Generate and Review Roster Reports
• Generate and Review Payment Summaries for Single Touch Payroll (STP)
• Manage Resource Time Sheets

Understand the fundamentals of management analysis in SapphireOne, focusing on performance metrics and strategic insights.

• Generate a Statement of Position Report
• Analyse Monthly Activities
• Track Cash Movements
• Monitor Accounts Movements
• Submit a BAS Report
• Generate a GST Summary Accrual Report
• Calculate Payroll Tax
• Generate a Detailed Statement of Position Report
• Review Monthly Payroll Activities
• Generate a Statement of Equity Report

Master the core principles of management within SapphireOne, covering planning, decision-making, and organisational oversight.

• Complete Period End for Clients
• Complete Period End for Inventory
• Complete Period End for Vendors
• Complete Period End for Job Projects
• Complete Period End for Time Sheets
• Complete Period End for General Ledger
• Complete Period End for Financials
• Complete Period End for Assets
• Complete Period End for Payroll/HR
• Complete Period End for All Modules

Learn the essentials of conducting audits in SapphireOne, ensuring compliance, accuracy, and financial integrity.

• Audit Receivables Transactions
• Audit Payables Transactions
• Audit General Ledger Transactions

Discover the basics of using the Workbook module in SapphireOne for efficient data entry, organisation, and reporting.

• Submit a Leave Request Procedure
• Manage Contact Information
• Classify Contacts
• Track Actions
• Manage Documents
• Organise Images
• Record Tracking Notes
• Log Mail Entries
• Integrate Phone Logs
• Register a Visitor

Learn how to manage data entry in SapphireOne's WebPack, ensuring accurate and efficient data capture and processing.

• Stamp Time Cards
• View Rostered Shifts
• Enter Job Project Time Sheets
• Enter Resource-Based Time Sheets
• Log Machinery Usage and Time Sheets
• Create a Customer Order
• Review Customer Order History
• Place Orders Using a Matrix Table
• Transfer Inventory Items Between Locations
• Perform a Stock Count

Understand the essentials of managing inquiries in SapphireOne's WebPack, providing quick access to critical information.

• Conduct a Client Inquiry
• Conduct a Vendor Inquiry
• Conduct a Job Project Inquiry
• Conduct an Action Inquiry
• Conduct a Time Sheet Inquiry
• Review Tracking Notes
• Review an Order List
• Review a Pickup List
• Review a Stock List
• Review the Sales People List

Master the basics of managing POS systems within SapphireOne's WebPack, ensuring seamless retail transactions and reporting.

• Process Point of Sale Transactions
• Review the Point of Sale Transaction List
• Manage LayBy Payments
• Reconcile Point of Sale Transactions

Learn the essentials of managing reports in SapphireOne's WebPack, providing comprehensive insights and data analysis.

• Generate a Sales Report
• Generate a Purchases Report