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SapphireOne - Knowledge Base

Knowledge Base

Release Notes

  • Release Notes - 2023

  • Release Notes - 2022

  • Release Notes - 2021

  • Release Notes - 2020

  • Release Notes - 2019

  • Accounts
    • Receivables
      • Data Entry
        • Client Receipt
        • Client Invoice
        • Client Credit
        • Client Journal
        • Client Refund
        • Money Receipt
      • Inquiry
        • Transactions
        • Allocations – The Most Powerful Way to Streamline Your Client Receivables
        • Mastering Client Management with SapphireOne ERP Accounting Software
        • Class
      • Process
        • Transactions
        • Deposits
        • Cashier Reconciliation
      • Report
        • Details Report
        • Balances Report
        • Transactions Report
        • Statements Report
        • Show Reports
        • Dashboards - Accounts Receivables
    • Payables
      • Data Entry
        • Vendor Payment
        • Vendor Invoice
        • Vendor Credit
        • Vendor Journal
        • Vendor Refund
        • Money Payment
      • Inquiry
        • Transactions
        • Class
        • Vendors
        • Allocations - The Most Powerful Way to Streamline Your Vendor Payables
      • Process
        • Post Transactions
        • Payments: The Ultimate Way to Maximise the Payment Process
      • Report
        • Details Report
        • Balances Report
        • Transactions Report
        • Statements Report
        • Show Reports
        • Dashboards - Accounts Payables
    • General Ledger
      • Data Entry
        • General Ledger Journal
      • Inquiry
        • Transactions
        • General Ledger
        • FX General Ledger
        • Class
      • Process
        • Post General Ledger Transactions
        • Bank Reconciliation
        • Bank Sync
      • Report
        • Standard Financials Report
        • Export Financials Report
        • FX Standard Financials Report
        • Chart of Accounts Report
        • FX Chart of Accounts Report
        • Details Report
        • FX Details Report
        • Bank Reconciliation Report
        • Bank Audit Report
        • Show Reports
        • Dashboards - Accounts General Ledger
    • History
      • Inquiry
        • Allocation Lines
        • Transactions
        • Audit Lines
        • EFT Files
        • Bank Reconciliation
        • Cashier Reconciliation
  • Inventory
    • Sales
      • Data Entry
        • Quote Client Invoice
        • Order Client Invoice
        • Sales Client Invoice
        • Sales Client Credit
        • Sales Money Receipt
        • Sales Money Payment
      • Inquiry
        • Transactions
        • Transaction Lines
        • Sales People
        • Client
        • Periodic Invoice
      • Process
        • Back Orders
        • Delivery
        • Reschedule
        • Post Sales Transactions
      • Report
        • Transactions Report
        • Orders Report
        • Invoices Report
        • Show Reports
        • Dashboards - Inventory Sales
    • Purchases
      • Data Entry
        • Requisition Vendor Invoice
        • Order Vendor Invoice
        • Purchase Inwards Goods Journal
        • Purchase Vendor Invoice
        • Purchase Vendor Credit
        • Purchase Money Payment
        • Purchase Money Receipt
      • Inquiry
        • Transactions
        • Transaction Lines
        • Vendors
      • Process
        • Requisitions
        • Arrivals
        • Post Purchases Transactions
      • Report
        • Transactions Report
        • Purchase Orders Report
        • Show Reports
        • Dashboards - Inventory Purchases
    • Inventory
      • Data Entry
        • Stock Adjustment Journal
        • Transfer Journal
        • Build Order Journal
        • Build Journal
      • Inquiry
        • Build Transactions
        • Adjustment Transactions
        • Transaction Lines
        • Inventory
        • Inventory Locations
        • Inventory Class
        • Price Estimate
        • Price Book
        • Locations
        • MSDS
        • Serial / Batch
        • Bill of Materials
        • Matrix
        • Open to Buy
        • Additions and Deductions
        • Inventory Alarm
      • Process
        • Post Inventory Transactions
      • Report
        • Details Report
        • Stocktake Report
        • Pricing Report
        • Analysis Report
        • Status Report
        • Movements Report
        • Transactions Report
        • Bill of Materials Report
        • Work Orders Report
        • Inwards Goods Report
        • Unit Demand Report
    • Manager
      • Inquiry
        • Delivery Run
        • Manifest
        • Importer
        • Manager
        • Tariff
        • Manifest Vehicle
        • Services
        • Rebate
        • Loyalty
        • Voucher
    • Point of Sale
      • Data Entry
        • Till Client Invoice
        • Hire Client Invoice
      • Inquiry
        • POS Transactions
        • Hire Transactions
        • Shops
      • Process
        • Post Transactions
        • Lay By Payment
        • Reconciliation
        • Hire Return
      • Report
        • Show Reports
        • Dashboards - Inventory POS
    • History
      • Inquiry
        • Transactions
        • Sales Lines
      • POS
        • POS Reconciliation
  • Job Projects
    • Costs
      • Data Entry
        • Order Vendor Invoice
        • Purchase Inwards Goods Journal
        • Purchase Vendor Invoice
        • Purchase Vendor Credit
        • Purchase Money Payment
        • Job Project Vendor Invoice
      • Inquiry
        • Purchase Transactions
        • Vendor
      • Process
        • Arrivals
        • Post Costs Transactions
      • Report
        • Details Report
        • Purchase Transactions Report
        • Purchase Orders Report
        • Show Reports
    • Resources
      • Data Entry
        • Resource Time Sheet
        • Job Project Time Sheet
        • Open Time Sheet
      • Inquiry
        • Transactions
        • Resource
        • Class
      • Process
        • Post Resources Transactions
      • Report
        • Details Report
        • Transactions Report
    • Inventory
      • Data Entry
        • Inventory Allocation Journal
      • Inquiry
        • Transactions
        • Transaction Lines
        • Inventory
        • Inventory Locations
        • Class
        • Price Book
      • Process
        • Post Inventory Transactions
      • Report
        • Details Report
        • Transactions Report
        • Allocations Report
    • Job Projects
      • Data Entry
        • Job Project Client Invoice
        • Job Project Client Credit
      • Inquiry
        • Transactions
        • Job Project
        • Parent Project
        • Project Task
        • Class
        • Client
        • Job Project Cost
        • Job Project GL
        • Project Risk
      • Process
        • Post Job Projects Transactions
      • Report
        • Job Details Report
        • Job Cost Report
        • Job Analysis Report
        • Transactions Report
        • Invoices Report
        • Job Project Financials Report
        • Show Reports
        • Dashboards - Job Projects
    • History
      • Inquiry
        • Time Sheets
        • Time Lines
  • Assets
    • Assets
      • Data Entry
        • Depreciation Tax Journal
        • Depreciation Company Journal
        • Sales Disposal Journal
        • Purchase Journal
        • Valuation Journal
        • Depreciation Repair Purchase
        • Depreciation Service Return
        • Depreciation Loan
        • Depreciation Notes
      • Inquiry
        • Transactions
        • Asset
        • Asset Class
        • Asset Backlog
        • Locations
        • Passwords
        • Contacts
        • General Ledger
        • Vendor
        • Method
      • Process
        • Post Assets Transactions
        • Auto Depreciation
        • Reverse Depreciation
      • Report
        • Asset Details Report
        • Asset Valuation Report
        • Asset Valuation by Method Report
        • Asset Depreciation Report
        • Asset Historical Depreciation Report
        • Asset Management Report
        • Asset Loan Liability Report
        • Asset Transactions Report
        • Asset History Valuation Report
        • Asset Capital Allowances Schedule Report
        • Transactions Report
        • Show Reports
    • History
      • Inquiry
        • Asset Transactions
        • Asset Audit Lines
  • Payroll/HR
    • Payroll
      • Inquiry
        • Standing Transactions
        • Working Transactions
      • Process
        • Start New Pay
        • Pay Run
        • Superannuation Payable
        • Superannuation Adjustment
        • SuperStream Export
        • Scheduler
      • Report
        • Leave Summary Report
        • Payments Report
        • Payslips Report
        • Current Pay Summary Report
        • Condensed Pay Summary Report
        • Allowance Totals Report
        • Allowance Totals Summary Report
        • Current Transaction Lines Report
    • Administration
      • Inquiry
        • Employee
        • Employee Class
        • Employee Department
        • Employee Bank
        • Award Entitlements
        • Employee Log
        • Leave
        • Working Days
        • Allowance
        • Allowance Class
        • Workplace Health and Safety
        • Allowance Totals
        • Super Vendor
        • General Ledger
        • Job Project
        • Tax Scale
        • Location
      • Report
        • Employee Report
        • Allowance - Deduction Report
        • Payment Summary Report
        • General Ledger Report
        • Employee Super Summary Report
    • History
      • Inquiry
        • Transaction Lines
        • History Payroll
      • Analysis
        • Statement of Leave
        • Pay Run Log / STP
      • Report
        • Transaction Lines Report
        • Transaction Summary Report
        • Leave Report
        • Pay Run Summary Report
        • Pay Slip Summary Report
        • Superannuation Transactions Report
        • Superannuation Report
        • Paid Superannuation Report
        • Employee Activities Report
        • Custom Deductions Report
        • GL Reconciliation Report
        • Allowance Reconciliation Report
        • Show Reports
  • Management
    • Analysis
      • Statement of Position
      • Months Activities
      • Cash Movements
      • Accounts Movements
      • BAS Submission
      • GST Summary Accrual
      • Payroll Tax
      • Statement of Position II
      • Months Activities for Payroll
      • Statement of Equity
      • Workflow Centre
      • Show Reports
    • Management
      • Period End Clients
      • Period End Inventory
      • Period End Vendors
      • Period End Job Projects
      • Period End Time Sheets
      • Period End General Ledger
      • Period End Financial
      • Period End Assets
      • Period End Payroll/HR
      • Period End All
      • Run Standing Transactions
      • End of Year Financials
      • End of Year Assets
      • End of Year Payroll/HR
    • Audits
      • Receivables Transactions
      • Payables Transactions
      • General Ledger Transactions
  • Utilities
    • Controls
      • Inquiry
        • User Access
        • Company
        • Department
        • Task
        • Activity Log
        • Workflow Rules
        • Email Trigger
      • Default Settings
        • Organisation Chart
        • System Controls
        • Master Defaults
        • FX Currency Settings
        • Remote Access Defaults
        • Lists
        • Change Names
      • Report Settings
        • Sapphire Custom Reports
        • Direct Print Layout
    • Utilities
      • Sapphire Functions
      • Sapphire Tools
      • Error Controller
      • Server Administration & Data File Management
      • Verify Unposted
      • Retrieve Upgrade Values
      • Plug-in Keys
  • Workbook
    • General
      • Data Entry
        • Leave Request
      • Inquiry
        • Contacts
        • Contacts Class
        • Actions
        • Documents
        • Pictures
        • Tracking Notes
        • Mail Book
        • Phone Log
        • Visitor
        • Calendar
        • Document Manager
        • PDF Capture
  • Web Pack
    • Web Pack Overview
      • Web Pack
      • Standard Inquiry Function
      • Standard Data Entry Functions
      • Point of Sale Functions
    • Server Setup
      • Web Server Local Network Access
      • Web Server Remote Access
      • Enabling Menus For Web Pack Users
    • Web Pack Differences
      • Differences creating Client/Vendor Transactions
    • Inquiry Menu
      • Client Inquiry
      • Vendor Inquiry
      • Job Project Inquiry
      • Action Inquiry
      • Time Sheet Inquiry
      • Tracking Notes
      • Order List
      • Pickup List
      • Stock List
      • Sales People List
      • Services Inquiry
    • Data Entry Menu
      • Time Card Stamp
      • Roster Shifts
      • Time Sheet - PR (Job Project)
      • Time Sheet - RS (Resource Based)
      • Time Sheet and Machinery Log
      • Customer Order
      • History Order
      • Matrix Order
      • Transfer
      • Stock Count
      • Delivery / Arrival
      • Checking Deliver
      • Packing Consignment
      • Client Sales
      • Client Receipt
      • Vendor Purchases
      • Vendor Invoice
      • Leave Request
      • Visitor
    • POS Menu
      • Point of Sale
      • Transaction List
      • LayBy Payment
      • Reconciliation
    • Market Menu
      • Sales
      • Goods Receive
      • Batch Price
      • Manager
      • Picking
      • Packing
      • Pallet Management
      • Cashier
      • Vendor Invoicing
    • Report Menu
      • Sales
      • Purchases
  • Navigation
    • Sapphire Palettes
      • Palettes Overview
      • Favourites Palette
      • Inquiries Palette
      • Data Entry Palette
      • Reports Palette
      • Softphone Palette
    • System Navigation
      • Command and Control Keys
      • Keyboard Shortcut Keys
      • ASCII Codes
      • Navigating Toolbars Menus and Pages in SapphireOne
      • Navigating SapphireOne
      • Wild Card Searching
      • Blind selection of Tools
      • Displaying and Selecting Records
      • Custom Inquiry
      • Underlined Data Entry Field Headings
      • Backwards and Forwards Calculating
      • Green Buttons
      • Transaction Lines Area
      • Sorting List Rows
      • Paper Clips
      • Right mouse Clicking Menu
      • Quick Find Within an Inquiry List
      • Workflow Error Code (WF)
      • Tags
      • User Created Menus
      • Page Menu
    • Toolbars
      • Navigation Toolbar
      • Sapphire Toolbar
      • List Navigation Buttons
      • Main Toolbar List Button
      • Sales and Purchase Lists
      • Options Menu Main Toolbar
    • Options Menu
      • Find
      • Easy Query
      • Detailed Query
      • Advanced Find
      • Subset Filtering
      • Active Tasks
      • Detailed Sort
      • Actions
      • Access Lock
      • Global Search
    • File Menu
      • Quick Reports
      • Label Design Writer
      • Printing
      • Activity Queue
      • Password (File Menu)
      • Change Background
      • Time Card Stamp
  • Procedures
    • Implementation
      • 1. SapphireOne - We Exist to Make You Great
      • 2. Expert Tips for Preparing for a Successful SapphireOne Implementation
      • 3. Accounting Terminology
      • 4. A Guide to SapphireOne Unique Terminology
      • 5. A Guide To First time Operation of SapphireOne
      • 6. SapphireOne Modes: The Ultimate Guide to Streamlined Financial Management
    • Bondi Blue
      • About Bondi Blue
      • Installation
      • Bondi Blue Company Department and Location Structure
      • Maintenance and Security Center
    • Error & Status Codes
      • List Screen Error Codes
      • Error Code Troubleshooting Tips
    • Email Procedures
      • Email Set Up and Procedures in SapphireOne
    • POS Procedures
      • Create a Point of Sale Transaction
    • Inventory Procedures
      • Receiving Back Ordered Inventory
      • Creating New Inventory
      • Installing Barcode Fonts
    • Accounting Procedures
      • Allocations - The Ultimate Way to Streamline Your Transaction Management
      • Parent & Child Clients & Vendors
      • Running General Ledger and Transaction Audits
      • Reconciling Inventory with General Ledger
      • Arranging Contra Payments
      • Un-Allocating Un-Posted Transactions and Invoices
      • Un-Presented Cheques
      • Balancing Debtors and Creditors
      • Client Allocation Audit
      • General Ledger Audit Tool
      • Debtors Out of Balance
    • Payroll/HR Procedures
      • Calculating OWP vs AWE for NZ Payroll/HR
      • SapphireOne Single Touch Payroll Phase 2 Implementation
      • Processing Staff Reimbursements
      • Compulsory Superannuation
      • Setting Up Superannuation
      • Reporting Superannuation on Payslips
      • Superannuation Procedures
      • Setting Up HECS (Student Loan)
      • Setting Up Employee Leave
      • Fixing Errors Caused by Missing GL Account Records
    • Asset Procedures
      • Asset Generated Journals
    • Report Procedures
      • The Evolution and Development of the SapphireOne Custom Report Tool
      • Summary of the Reports Editor Main Menu
      • How To Design Your Corporate Identity With SapphireOne Custom Reports Editor
      • How To Optimise for Pagination and Printers
      • How to Use the SapphireOne Custom Reports Test Menu
      • Expert Tips and Comments for SapphireOne Custom Reports
      • How to Use Header and Footer Variables in SapphireOne Reports
      • How To Harness the Power of Array Items in SapphireOne
      • How to Create Custom SapphireOne Reports
      • How to Master SapphireOne Custom Reports Start Scripts
  • Sapphire Tools
    • Common Tools
      • Apply Formula
      • Query By Formula
      • Quick Report
      • XML Table Export
      • Re-Index
      • 4D Write Pro
      • 4D View Pro
      • Sapphire Custom Report
      • Sapphire Custom List Report
    • Specific Tools
      • Add Promotion
      • Add Uniform Leave
      • ADI Time Import
      • Allocate 0 to 100%
      • Allocate Task Inventory
      • Allocation
      • Analysis for Allocation Audit
      • Audit Set Leave
      • Back Orders Process
      • Batch Add and Remove
      • Batch Create
      • Batch Email
      • Batch Export and Folder Import
      • Batch Link
      • BrandScope ATS
      • Broadcast SMS
      • Bulk Change Pay Period Date
      • Cancel Temporary Removal From BAS
      • Change Password
      • Change Priority
      • Check for Duplicate PVI
      • Clear TTD and History
      • Clone
      • Clone to Location
      • Clone Transaction
      • Close
      • Convert to SCI or PVI
      • Copy & Swap GL Budget Tools
      • Copy to Client & Vendor
      • Copy Transaction
      • Copy to Client or Vendor
      • Create Adjustment Note
      • Create Hunter Dispatch.txt
      • Create Manifest and Link to Manifest
      • Create Manifest by Carrier
      • Create Manifest Run
      • Create Periodic Invoice
      • Create Toll Dispatch DAT
      • Create Transfer
      • Custom Modify
      • Custom Modify Log
      • Debug
      • Decrypt and Encrypt Private TFN
      • Delay One Day
      • Do Not Pay
      • Duplicate
      • Email Custom Reports
      • ETA
      • Event Find
      • Expiry Date
      • Expiry Increase
      • Export Action List
      • Export Activity Quantity by Period
      • Export ATP
      • Export ATP Summary
      • Export Contract Summary
      • Export Custom Report to PDF
      • Export Inventory Budget Balances
      • Export Inventory Income and Expenditure
      • Export Purchases Invoice Against Plan
      • Export Sales Invoice Against Plan
      • Find by Container
      • Find From Line
      • Find Invalid TFNs
      • Find No Sale Client
      • Find No Sale Item
      • Find Unused Account
      • Find Valid TFN's
      • Generate Build
      • Generate MP from Expensify CSV
      • Generate Requisition
      • Generate Star Track Dispatch DIN
      • Generate VI From Invitbox CSV
      • Generate Vendor Order
      • Grouping
      • Hire Calendar
      • Import (Price Book 2)
      • Import Price Break
      • Import Prices (Inventory)
      • Include Deleted
      • Include Finished
      • Include Inactive
      • Inventory Vendors
      • Last Arrivals
      • Label Print Per Line Quantity
      • Leave Calendar
      • Load Delivery Run
      • Location Change
      • Locked Record
      • Make Inactive
      • Market BMCS Invoice.TXT Accelerated & Extended
      • Mark Finished
      • Matrix Table
      • Merge Invoices
      • MRP Recalc Forecast
      • MRP Recalc Required
      • No ABN Summary
      • No Sale Item
      • Open Allocated Lines
      • Open Base Inventory
      • Open Billing Run
      • Open Linked Audit Lines
      • Open Linked Invoice Lines
      • Open Linked Invoices
      • Open Linked Price Book
      • Open Linked Serial Batch
      • Open Linked Tracking Notes
      • Open Linked Transactions
      • Open Related Serial Batch
      • Pacific Commerce Export Acknowledgement
      • Pacific Commerce Export Invoices
      • Pacific Commerce Import Orders
      • Pacific Commerce Upload Acknowledgement
      • Pacific Commerce Upload Invoices
      • Password Update
      • Post Transactions
      • Print Hunter Manifest Report
      • Print Moveit Manifest Report
      • Print Toll Manifest Report
      • Push Price
      • Push to Location
      • Query Allocated Transactions
      • Query Linked Transactions
      • Quick Leave Info
      • Re-Open
      • Recalc Forecast
      • Recalc Required
      • Reload Pay
      • Remove Duplicates
      • Remove From Batch
      • Reorder
      • Reschedule
      • Resources Calendar
      • Retrieve to Current
      • Reverse PGJ
      • Reverse Transaction Tools
      • Sales Support
      • Season
      • Serial Check
      • Set Complete Date
      • Show Parent Child Related
      • Show Standing Transactions
      • Split
      • SPS Commerce Tools - The Ultimate API for EDI
      • Stock Scan Count and Stock Count: The Ultimate in Barcode Scanning
      • Swap Bay Location
      • Swap Component
      • Temporarily Remove From BAS
      • Toggle Active, On Hold & Web
      • Unlock
      • Update Award
      • Update Employee FX
      • Update Period Leave
      • Update Project
      • Update Status to Active/Inactive
      • Updating Prices by Markup and Margin
      • Verify Unposted
    • Sapphire Tools Index
    • Sapphire Accessing Tools
  • API Gateway
    • Summary & Usage of API Gateway II
    • Creating API Templates
    • Automated Gateway
    • API Gateway Tables
  • Client Server
    • 01-SapphireOne Client Server Overview
    • 02-SapphireOne Server Files and Folders
    • 03-Version Numbers and Upgrades
    • 04-4D License Activation & Management
    • 05-File and Folder Layout
    • 06-SapphireOne Server Upgrade Reference Guide
    • 07-Upgrading 4D & SapphireOne Short Version
    • 08-Backing Up & Storing Data for SapphireOne
    • 09-SapphireOne Client Settings & Procedures
    • 10-Windows Server Settings & Procedures
    • 11-Sapphire Single User Settings and Procedures
    • 12-Installing SapphireOne's Builds
    • 13 - Guide to Deploying Across Platforms
  • Technical Notes
    • How To Get Support and Training with TeamViewer
    • How To Import updated ATO Tax Scales
    • How To Set Up Wine Equalisation Tax
    • How to Fix Microsoft Windows Permission Errors in SapphireOne
    • Super Increase and Tax Scales 2022
    • SapphireOne File Station
  • Release Notes
    • Release Notes - 2023
    • Release Notes - 2022
    • Release Notes - 2021
    • Release Notes - 2020
    • Release Notes - 2019
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  • P: +61 2 8362 4500
  • E: sales@sapphireone.com

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