Asset Loan Liability Report Overview
The Asset Loan Liability report within the SapphireOne Assets mode provides the user with a report that prints a snapshot of the companies current liabilities for any loan that is that is currently being paid off by the company at this point in time. The report prints the original Liability amount as well as the remaining Liability. It also prints the Remaining amount to be paid as well as the terms and the interest rate on the loan.
When the Asset Loan Liability report is selected from the Assets Menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the report.
Asset Loan Liability Report Type Menu
Selecting the Report Type Menu option will enable the user to print different layout styles of the Details Report.
| Loan Liability | Asset report showing Loan Liability and Payment Terms details. |
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.
Report Sort Order Menu
The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:
| No Sort | This will display the Report in the order they are displayed |
| By ID | This will sort by asset ID. |
| By Name | This will sort by asset name. |
| By Class A | This will sort by Class A. |
| By Class B | This will sort by Class B. |
| By Class A & Location | This will sort by Class A & Location. |
| By Class B & Location | This will sort by Class B & Location. |
| By Location | This will sort by location. |
| By Class A & Class B | This will sort by Class A & Class B. |
| By Class B & Class A | This will sort by Class B & Class A. |
| By Company | This will sort by company. |
Report Selection Menu
| Active Loan | |
| All Records | This will display all inventory items, including inactive items. |
Report Buttons
| Print Button | Select this to Print the Report. |
| Cancel Button | Select this to Cancel the Report. |
| Record List Button | Selecting this button brings up a list of all inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item to be printed. |
| Options Button | The Options Button allows for even further customisation of the Report. Further details are outlined below. |
| Queue Button | Selecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print. |
| Background Button | Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating. |
The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports.
You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.