Transactions Overview
The Accounts History Transactions Inquiry function provides a list of all Accounts based transactions that have been moved into History mode.
This list is the same as other transaction lists in Accounts mode with two key differences:
- This Historical Transaction Inquiry lists all transactions from Receivables, Payables and the General Ledger menus.
- This Historical Transaction Inquiry screen lists all transactions including those that have been moved into history by SapphireOne at the end of the period, when the period end function is executed.
Transaction Types
- Receivables – Client Receipt, Client Invoice, Client Credit, Client Journal, Client Refund, and Cash Receipt are the standard Client transactions.
- Payables – Vendor Payment, Vendor Invoice, Vendor Credit, Vendor Journal, Vendor Refund and Cash Payment are the standard Vendor transactions.
- General Ledger – General Ledger Journal is the standard General Ledger transaction.
From this list you can only View or Look 
at all transactions. If you attempt to delete a Posted item, an alert will be displayed warning the user that the transactions are Posted
Sorting Order
Initially, the transactions are listed in the order they were entered, with the most recently dated transactions displayed at the top. However, you have the ability to modify the sort order effortlessly by clicking on any of the column headings. Furthermore, you can change the selected column by simply re-clicking the column heading, thereby altering the sorting from ascending to descending, or vice versa. This functionality grants you the flexibility to arrange the transactions based on your preferred criteria and easily switch between different sorting options.
Column Order
In addition to changing the sort order, you have the ability to customise the order of the columns themselves. This can be done by clicking on a column and dragging it to the left or right within the list. By rearranging the columns, you can prioritize the display of information according to your preferences.
Options Menu
Furthermore, like in other List windows, you can further organize the information by highlighting specific entries and utilising functions from the Options Menu. This menu provides various options to manipulate the displayed information, allowing you to refine the view and focus on the data that is most relevant to you.
Dictation and Speech to Text Overview
SapphireOne’s Dictation (MacOS) and Speech to Text (Windows) functionalities revolutionise data entry. These features are available for any data entry field and all inquiry screens within SapphireOne. For instance, when a user makes a call via the SapphireOne Softphone, SapphireOne automatically timestamps the contact and phone number. Post-call, users can dictate notes directly into the CRM contact memo field in relation to the stamp.
This functionality is applicable across all Data Entry screens. As examples, when entering a Vendor Invoice (VI), users can dictate memos directly. Similarly, additional lines can be added to the General Ledger account, with each line having a unique memo field. After an employee interview, users can efficiently dictate notes.
Speech to Text and Dictation are powerful tools that SapphireOne and its clients use daily, significantly saving time.
Retrieving Historical Records to Current
All transactions once moved to history receive a specific status by SapphireOne and may not normally be opened for modification. On the Sapphire tools menu there is a Retrieve to Current option where any record in history may be selected and the historical status removed. Once back in current status, they may be modified with the normal rules applying for any transaction that is current. The most common reason for retrieving an historical record to current, would be to reverse the historical transaction that has an error in it and then create a new transaction to replace the historical transaction.
Viewing Historical Transactions
To open and view a historical record in SapphireOne’s History Transactions screen, double click or select Look on the desired transaction. This action will display the transaction exactly as it was when originally created from its respective menu item. Below, you will find the displayed a Vendor Invoice (VI).
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