Statement of Position - Easily Monitor Your Financial Health

Statement of Position Overview

The Statement of Position function within SapphireOne Management Analysis Mode provides a general overview of the organisations current financial position, including a mock reconciliation. It allows for convenient viewing of the organisations financials by taking into account Client Balances, Vendor Balances and Main Bank Account Balances.

The Statement of Position takes into account and totals all posted and un-posted items for Clients, Vendors, Deposits and Withdrawals.

There are two buttons across the bottom of the screen and these are used as follows

  • OK – When This button is selected the Statement of Equity screen will be closed.
  • Print – This button enables you to print the report directly. The printer dialog alert will automatically be displayed for your selected platform, whether it’s MacOS or Windows.

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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