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.
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 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 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.