Task

Task Inquiry Overview

The Task Inquiry function within SapphireOne Utilities Menu allows the user to set up Tasks as an additional level of reporting and classification within SapphireOne.

For example, if Sales are made at both the Retail and Wholesale levels, tasks provide an additional way of separating the items within reports.  

Tasks can be entered into the Custom Page on any Accounts Mode or Inventory Mode data entry screen. Each line within the transaction may if necessary have a different task allocated to it. 

In the SapphireOne Standard Financials report, tasks have also been added as a Mode option as an additional layer of reporting. This enables reporting to be done on a Task level, as well as Periods, Projects, Project Class and Departments. 

How to Enter a Task

To enter a new task, select Task Inquiry screen from Utilities Controls menu, and then select the New button from the SapphireOne main toolbar.

  • Company ID – Enter the Company ID.
  • Task ID – Enter in a Task ID. This is the ID that will be displayed when referring to the task in SapphireOne.
  • Name – Enter in Task Name or a description.
  • Notes – Additional notes about the task may be added if required.

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for anybody doing data entry within SapphireOne. Any data entry field that the user can type into using a keyboard, they can use this feature.

They can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client and they have just made a phone call to that particular client using the Softphone technology, this will automatically date and time stamp the contact and the phone number you called to. As soon as the call is completed or finished, the user has the ability to use the Speech to Text (Windows) function or Dictation (MacOS) function and dictate into the memo field of the CRM contact, adding as much description as they require.

This functionality applies across every single Data Entry screen. For example, if the user is entering a Vendor Invoice (VI) and they want to add a memo within the Vendor Invoice (VI), the user can 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 General Ledger account line, the user can utilise this feature to quickly add the information they need to add. Additionally, if you’ve got an interview with an employee and after the interview process is completed the user is able to make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool and it’s something that we at SapphireOne as well as our clients utilise daily. It is a massive timesaver. 

Select the Green Tick to save the new task entry. This task is then stored within the audit lines of the data when it is used. 


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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