SapphireOne User Implementation Course

SapphireOne User Implementation Course Overview
SapphireOne User Implementation Course

SapphireOne User Implementation Course Overview

Welcome to the SapphireOne User Implementation Course. We understand that SapphireOne’s extensive features may seem overwhelming at first. Therefore, we’ve distilled this guidance down to the fundamentals. Completing this course should not pose any challenges to new SapphireOne users and will set the stage for steady and confident progress. However, most users will only operate within a limited area of SapphireOne. These users can consult with SapphireOne or their administrator for a curated curriculum of units to undertake.

We suggest that new users of SapphireOne complete the course units in a sandboxed environment on a local workstation, utilising the Sapphire Single User application with either a copy of your organisations data file or the Bondi Blue test data file. If you require assistance, please consult your organisations administrator or SapphireOne support.

Sapphire Web Pack Training is commonly undertaken in a live environment. Transactions entered will need to be deleted.

The feedback form at the end of each training article should be utilised for questions or concerns. SapphireOne support is available and committed to ensuring an easy and effective implementation.

SapphireOne User Implementation Course

Fundamentals of Managing Accounts Receivables

This module provides a comprehensive overview of managing revenue based transactions within SapphireOne. It covers essential lesson units such as client invoicing, receipts, and credit management, ensuring timely invoicing and revenue collection while mitigating the risk of late payments.

Unit	Title	Description	Duration
1.1	Establish a New Client	Setting up and adding new clients in SapphireOne is the first step in managing your accounts receivables.	0:10
1.2	Create a Client Invoice	Bill clients for goods or services provided, ensuring all invoice details are accurately recorded and deployed promptly.	0:10
1.3	Create a Client Receipt	Record payments received from clients ensuring all payment details are accurately documented and allocated to their corresponding invoices.	0:10
1.4	Create a Client Credit	Necessary for issuing refunds or adjustments to client accounts ensuring that all credit details are accurately recorded and applied to the appropriate invoices.	0:10
1.5	Reverse a Posted Transaction (CR, CI, CJ)	Reversing posted transactions is critical for maintaining accurate and up-to-date financial records for your organisation.	0:10
1.6	Create a Client Journal	Creating client journals in SapphireOne is essential for making adjustments to client accounts. This process ensures that all journal entries are accurately recorded and reflect the correct account balances.	0:10
1.7	Set Up and Add a New Client Class	Categorise clients for better management and reporting ensuring all client classes are accurately defined and utilised.	0:10
1.8	Post Receivables Transactions (CI, CC, CR, CJ)	Posting transactions is crucial for finalising and recording financial activities ensuring all transactions are accurately posted and reflected in the accounts.	0:10
1.9	Allocate Client Refund and Client Credit Transactions	Allocating CR and CC transactions is essential for matching payments and credits to the corresponding invoices ensuring all allocations are accurately recorded and reconciled.	0:10
1.10	View and Generate Client Ageing Reports	Viewing and generating client ageing reports is vital for monitoring outstanding receivables and managing overdue accounts ensuring all ageing reports are accurately generated and utilised for effective receivables management.	0:10

Fundamentals of Managing Accounts Payables

This module focuses on the efficient handling of outgoing transactions. Lesson units include supplier invoices, expense management, and payment scheduling, helping organisations maintain healthy cash flow and optimise working capital.

Unit	Title	Description	Duration
2.1	Set Up and Add a New Vendor	Ensure that all vendor-related transactions are accurately recorded and managed.	0:10
2.2	Create a Vendor Invoice	Record the financial obligations of your organisation to its vendors.	0:10
2.3	Create a Vendor Payment	Settle your organisation’s financial obligations.	0:10
2.4	Create a Vendor Credit	Vendor credits are used to record returns or adjustments.	0:10
2.5	Create a Vendor Journal	Vendor journals are used for adjustments or corrections.	0:10
2.6	Set Up and Add a New Vendor Class	Setting up vendor classes helps in categorising and managing vendors efficiently.	0:10
2.7	Create and Process a Vendor Payment	Creating and processing vendor payments is essential for the timely settlement of obligations.	0:10
2.8	Post Any Transaction Type (VI, VC, VP, VJ)	Posting transactions is crucial for finalising and recording them. This guide will teach you how to post different transaction types.	0:10
2.9	Allocate Vendor Payment and Vendor Credit Transactions	Allocating vendor payments and credits ensures accurate reconciliation.	0:10
2.10	View and Generate Vendor Ageing Reports	Viewing and generating vendor ageing reports is vital for monitoring outstanding payables and managing overdue accounts.	0:10
2.11	View and Generate Vendor Statements	Vendor statements keep vendors informed about their account status.	0:10
2.12	Generate Vendor Payment (VP) ABA EFT files	Generate Vendor Payment (VP) ABA Electronic Funds Transfer (EFT) files to ensure accurate and timely vendor payments.	0:10

Fundamentals of Managing Accounts General Ledger

This module serves as the central hub for managing an organisation’s financial transactions. Lesson units cover chart of accounts, bank reconciliations, and financial reporting, providing real-time insights into the company’s financial health.

Unit	Title	Description	Duration
3.1	Set Up a General Ledger Account	Setting up a General Ledger (GL) account is the first step in managing your financial records. This process involves creating accounts that will be used to record all financial transactions.	0:10
3.2	Set Up a General Ledger Class	GL Classes are used to categorise your GL accounts for better organisation and reporting. This step ensures that your accounts are grouped logically.	0:10
3.3	Set Up an FX General Ledger Account	Setting up FX (Foreign Exchange) General Ledger accounts allows you to manage transactions in multiple currencies. This is crucial for organisations dealing with international clients.	0:10
3.4	Create a General Ledger Journal	Creating a General Ledger Journal is essential for recording financial transactions that do not fit into other categories. This ensures all financial activities are accurately documented.	0:10
3.5	Post a General Ledger Journal Transaction	Posting a General Ledger Journal transaction is the final step in recording your financial activities. This process ensures that the transactions are officially recorded in your financial statements.	0:10
3.6	Perform a Bank Reconciliation	Bank Reconciliation is a crucial process that ensures your financial records match your bank statements. This step helps identify any discrepancies and maintain accurate financial data.	0:10
3.7	Perform a Bank Sync	Bank Sync allows you to automatically import and reconcile your bank transactions, saving time and reducing errors.	0:10
3.8	Generate Trial Balance, Income Statement, and Balance Sheet Reports	Generating financial reports such as Trial Balance, Income Statement, and Balance Sheet is essential for understanding your organisation’s financial health.	0:10
3.9	Generate Trial Balance, Income Statement, and Balance Sheet Reports for FX GL Accounts	Generating financial reports for FX GL accounts allows you to understand your financial position in multiple currencies.	0:10

Fundamentals of Managing Accounts History

This module offers a detailed look into maintaining and accessing historical financial data. Lesson units include transaction history, audit trails, and historical reporting, ensuring compliance and accurate record-keeping.

Unit	Title	Description	Duration
4.1	Checking All Historical Account Transactions	Essential for reviewing past transactions and making necessary adjustments to help maintain accurate financial records and ensure compliance with auditing requirements.	0:10
4.2	Checking All Historical Account Transaction Lines	Check all historical account transaction lines for detailed auditing and reviewing individual transaction entries. By mastering this process, you can ensure that all transaction details are accurate and complete.	0:10
4.3	Viewing Historical Bank Reconciliation Transactions	Learn how to view historical bank reconciliation transactions. This is important for verifying that your bank statements match your financial records, ensuring that all transactions are accounted for correctly.	0:10

Fundamentals of Managing Inventory Sales

This module simplifies sales processes within SapphireOne. Lesson units cover quote client invoices, order client invoices, sales client invoices, sales client credit, and client information, streamlining the sales workflow.

Unit	Title	Description	Duration
5.1	Creating a Sales Quote	Creating a sales quote is the first step in the sales process. It allows you to provide potential clients with a detailed estimate of the products and services they are interested	0:10
5.2	Creating a Sales Order	A sales order is a confirmation of the sale and is used to process the order.	0:10
5.3	Creating a Sales Invoice	A sales invoice is a document issued to the client, detailing the products or services provided and the amount due.	0:10
5.4	Creating a Sales Credit	A sales credit is issued to correct an error on a sales invoice or to return goods. This guide will show you how to create a sales credit in SapphireOne.	0:10
5.5	Converting a QCI to an OCI or SCI	Converting a Quote Client Invoice (QCI) to an Order Client Invoice (OCI) or Sales Client Invoice (SCI) is essential for progressing through the sales process.	0:10
5.6	Setting Up Sales Representatives and Carriers	Setting up sales representatives and carriers ensures that each sales transaction is properly attributed and managed.	0:10
5.7	Processing Back Orders	Processing back orders ensures that all pending orders are fulfilled once inventory is available.	0:10
5.8	Posting Inventory Transactions (Invoices)	Posting inventory transactions finalises the sales process and updates the inventory records.	0:10
5.9	Printing and Sending Invoices to Clients	Printing and sending invoices ensures that clients receive their billing information promptly.	0:10

Fundamentals of Managing Inventory Purchases

This module streamlines the procurement process. Lesson units include requisition vendor invoices, order vendor invoices, purchase inwards goods journal, purchase vendor invoices, and purchase vendor credit, ensuring efficient purchasing operations.

Unit	Title	Description	Duration
6.1	Create a Requisition Vendor Invoice	Generate a requisition for goods or services required by your organisation. The requisition is then processed and approved by an authorised person.
6.2	Create an Order Vendor Invoice	Creating an Order Vendor Invoice (OVI) is the first step in managing your inventory purchases. This document formalises your order with a vendor, specifying the goods or services you intend to purchase.	0:10
6.3	Create a Purchase Vendor Invoice	A PVI is used to record the receipt of goods or services from a vendor. Assisting in tracking the inventory and managing payments.	0:10
6.4	Convert an OVI to a PVI	Converting an Order Vendor Invoice (OVI) to a Purchase Vendor Invoice (PVI) is essential for tracking received goods and managing payments.	0:10
6.5	Create a Purchase Vendor Credit	A PVC is used to record returns or credits from a vendor. Assisting in managing inventory and financial records accurately.	0:10
6.6	Create a Purchase Inwards Goods Journal	A PGJ is used to record the arrival of goods into your inventory. Assisting in tracking inventory levels and managing stock.	0:10
6.7	Create a Purchase Money Payment	A PMP is used to record payments made to vendors for goods or services received. Assisting in managing financial transactions and vendor accounts.	0:10
6.8	Create a Purchase Money Receipt	A PMR is used to record receipts of payments from vendors. This helps in managing financial transactions and vendor accounts.	0:10
6.9	Posting, Modifying, and Viewing Transactions	Manage transactions effectively ensuring accurate records and smooth operations.	0:10
6.10	Viewing, Modifying, Adding, and Deleting a Vendor	Managing vendor information is crucial for maintaining accurate records and efficient operations.	0:10

Fundamentals of Managing Inventory

This module provides a comprehensive overview of inventory management. Lesson units cover inventory control, pricing, categorisation, and warehouse organisation, optimising inventory levels and enhancing operational efficiency.

Unit	Title	Description	Duration
7.1	Creating an Adjustment Journal	Adjust stock levels and inventory counts. This is essential for maintaining accurate inventory records and addressing discrepancies.	0:10
7.2	Creating a Transfer Journal	Move inventory between different locations within your organisation, ensuring accurate tracking of stock movements.	0:10
7.3	Creating an Order Build Journal	Record the assembly of products from raw materials, ensuring accurate tracking of inventory used in production.	0:10
7.4	Creating a Build Journal	Document the production of goods, ensuring that all components and finished products are accurately recorded in the inventory.	0:10
7.5	Modify, View, and Post Build Transactions	Ensure that all production activities are accurately recorded and reflected in the inventory.	0:10
7.6	Manage Adjustment Transactions	Manage adjustment transactions to ensure that all inventory adjustments are accurately recorded.	0:10
7.7	Modify, View and Add, and Inventory Records	Manage inventory items, including viewing, modifying, and adding inventory records.	0:10
7.8	Modify, View and Add Inventory Locations	Manage inventory locations, ensuring accurate tracking of where inventory is stored.	0:10
7.9	Modify, View, Add, and Delete Inventory Class	Categorise inventory items for better organisation and reporting.	0:10
7.10	Modify, View and Add Inventory Price Estimations	Manage price estimations for inventory items, ensuring accurate pricing information.	0:10
7.11	Modify, View, Add, and Delete Inventory Price Books	Manage price books, which are collections of pricing information for inventory items.	0:10
7.12	Modify, View, Add, and Delete Locations	Manage locations within your organisation, ensuring accurate tracking of where inventory is stored.	0:10
7.13	Manage Material Safety Data Sheet (MSDS)	Manage Material Safety Data Sheets (MSDS) for inventory items, ensuring compliance with safety regulations.	0:10
7.14	View, Print, and Delete Serial/Batch Numbers	Manage serial and batch numbers for inventory items, ensuring accurate tracking and traceability.	0:10
7.15	View and Delete Bill of Materials	Manage the Bills of Materials (BOM) for inventory items, ensuring accurate documentation of components used in production.	0:10
7.16	View, Add, and Delete Inventory Matrix Items	Manage matrix items, which are variations of inventory items based on attributes such as size or colour.	0:10
7.17	View, Add, and Delete Open To Buy Plans	Manage Open To Buy (OTB) plans, which are budgets for purchasing inventory.	0:10
7.18	View, Add, and Delete Additions and Deductions	Manage additions and deductions for inventory items, ensuring accurate tracking of inventory changes.	0:10
7.19	View, Add, and Delete Inventory Alarms	Manage inventory alarms, which notify you of critical inventory levels or other important conditions.	0:10
7.20	Post Transactions from the Post Transactions Screen	Post transactions from the Post Transactions screen, ensuring that all inventory activities are accurately recorded in the General Ledger.	0:10
7.21	Report using the Inventory Details Report	Generate detailed reports on inventory items, providing insights into stock levels, movements, and other key metrics.	0:10
7.22	Report using the Inventory Stocktake Report	Generate stocktake reports, providing a snapshot of inventory levels at a specific point in time.	0:10
7.23	Report using Inventory Pricing Report	Generate pricing reports, providing insights into the pricing of inventory items.	0:10
7.24	Report using the Inventory Analysis Report	Generate analysis reports, providing detailed insights into inventory performance and trends.	0:10
7.25	Report using the Inventory Status Report	Generate status reports, providing an overview of the current status of inventory items.	0:10
7.26	Report using the Inventory Movements Report	Generate movement reports, providing insights into the movements of inventory items over a specified period.	0:10
7.27	Report using the Inventory Transactions Report	Generate transaction reports, providing detailed information on inventory transactions.	0:10
7.28	Report using the Inventory Bill of Materials Report	Generate Bill of Materials (BOM) reports, providing detailed information on the components used in production.	0:10
7.29	Report using the Inventory Work Orders Report	Generate work order reports, providing detailed information on production work orders.	0:10
7.30	Reporting using the Inventory Inwards Goods Report	Generate inwards goods reports, providing detailed information on goods received into inventory.	0:10
7.31	Report using the Inventory Report Unit Demand	Generate unit demand reports, providing insights into the demand for inventory items.	0:10
7.32	Report using the Inventory Build Worksheet Report	Generate build worksheet reports, providing detailed information on production worksheets.	0:10

Fundamentals of Managing Inventory Manager

This module focuses on the efficient organisation and tracking of inventory within warehouses. Lesson units include bin location management, serial batch tracking, stock transfers, and stocktakes, ensuring accurate inventory records.

Unit	Title	Description	Duration
8.1	Create, Modify, and View a Delivery Run	Organise and manage delivery sequences for client orders. This ensures timely and efficient delivery of goods.	0:10
8.2	Create, Modify, and View a Manifest	The Manifest functionality in SapphireOne assists in tracking and managing the delivery of goods.	0:10
8.3	Create, Modify, and View an Importer	Manage the importation of goods, ensuring compliance with regulations and efficient handling of imported items.	0:10
8.4	Create, Modify, and View a Manager Record	Oversee various inventory management tasks, ensuring smooth operations and effective resource allocation.	0:10
8.5	Create, Modify, View, and Delete a Tariff	Manage tariffs associated with imported goods, ensuring compliance with customs regulations and accurate cost calculations.	0:10
8.6	Create, Modify, and View a Manifest Vehicle	Manage vehicles used for delivery runs, ensuring efficient allocation and tracking of transport resources.	0:10
8.7	Create, Modify, and View Services	Manage various services related to inventory management, ensuring efficient service delivery and resource allocation.	0:10
8.8	Create, Modify, and View a Rebate	Manage rebates offered to clients, ensuring accurate tracking and application of rebate programs.	0:10
8.9	Create, Modify, and View a Loyalty Program	Manage loyalty programs for clients, ensuring accurate tracking and rewarding of client loyalty.	0:10
8.10	Create, Modify, and View a Voucher	Manage vouchers offered to clients, ensuring accurate tracking and redemption of vouchers.	0:10

Fundamentals of Managing Inventory Point of Sale

This module integrates POS functionalities with the inventory system. Lesson units cover real-time stock updates, sales data, multiple payment options, and comprehensive reporting, catering to various retail and service industries.

Unit	Title	Description	Duration
9.1	Create a Till Client Invoice	Create a Till Client Invoice, essential for recording sales transactions at the point of sale.	010
9.2	Create a Hire Client Invoice	Create a Hire Client Invoice. Used for transactions involving the hire of goods.	0:10
9.3	Record POS Transactions	Manage POS Transactions, covering all sales activities at the point of sale.	0:10
9.4	Manage Hire Transactions	Manage the rental of goods utilising the Hire Transactions feature.	0:10
9.5	Configure Shops and Tills	Configure shops and tills which is crucial for organising your POS setup.	0:10
9.6	Post POS Transactions	Post POS Transactions ensuring that all sales data is accurately recorded.	0:10
9.7	Process Lay By Payments	Manage lay by payments which allows clients to pay for items in instalments.	0:10
9.8	Reconcile POS Transactions	manage reconciliation, ensuring that all POS transactions are accurately balanced.	0:10
9.9	Process Hire Returns	Manage the return of items which you have rented out.	0:10
9.10	Generate POS Reports	Generate and view POS reports which is essential for analysing POS data.	0:10
9.11	Utilise POS Dashboards	Access and interpret a visual representation of POS data.	0:10

Fundamentals of Managing Inventory History

This module offers insights into historical inventory data. Lesson units include inventory movement history, stock level trends, and historical reporting, aiding in better decision-making and inventory planning.

Unit	Title	Description	Duration
10.1	Review Historical Inventory Transactions	Manage historical transactions, which is crucial for tracking past inventory movements and ensuring accurate records.	0:10
10.2	Analyse Historical Sales Lines	Manage Sales Lines to provide detailed information about individual sales transactions.	0:10
10.3	Reconcile POS Transactions	Ensures that all point-of-sale transactions are accurately balanced and recorded.	0:10

Fundamentals of Managing Job Projects Costs

This module is essential for managing budgets and tracking expenses associated with job projects. Lesson units include order vendor invoice, purchase inwards goods journal, purchase vendor invoice, and purchase vendor credit.

Unit	Title	Description	Duration
11.1	Create and Manage Vendor Invoices for Orders	Create and manage vendor invoices for orders related to specific Job Projects. This ensures accurate cost allocation and tracking.	0:10
11.2	Record a Purchase Inwards Goods Journal	Record the receipt of goods purchased for Job Projects, ensuring inventory and cost records are up-to-date.	0:10
11.3	Generate a Purchase Vendor Invoice	Enter and manage invoices from vendors for purchases related to Job Projects, ensuring proper cost allocation.	0:10
11.4	Process a Purchase Vendor Credit	Record credits received from vendors, ensuring accurate cost adjustments for Job Projects.	0:10
11.5	Make a Purchase Money Payment	Record payments made to vendors for Job Projects, ensuring accurate financial records.	0:10
11.7	Create a Job Project Vendor Invoice	Allocate costs to Job Projects, whether resource or inventory-based, ensuring comprehensive cost tracking.	0:10
11.8	Manage Purchase Transactions	Manage all purchase-related transactions for Job Projects, ensuring accurate and up-to-date financial records.	0:10
11.9	Add or Update a Vendor	Manage vendor-related costs within Job Projects. Understanding this functionality is crucial for tracking and managing expenses associated with different vendors.	0:10
11.10	Record Arrivals for Job Projects	Record the arrival of goods or services related to job projects. Properly documenting arrivals ensures accurate tracking of project expenses.	0:10
11.11	Post Job Project Expenses	Post expenses incurred during a project, to ensure they are accurately reflected in your job project financials.	0:10
11.12	Generate a Job Project Details Report	Generate a detailed report of job project costs, providing a comprehensive view of all expenses.	0:10
11.13	Generate a Purchase Transactions Report	Generate a report of purchase transactions related to job projects, aiding in financial analysis and tracking.	0:10
11.14	Generate a Purchase Orders Report	Generate a report of purchase orders related to job projects, essential for tracking procurement activities.	0:10
11.15	Access Job Projects Costs Reports	Access and utilise the Show Reports feature for job project costs, providing various reporting options for detailed analysis.	0:10

Fundamentals of Managing Job Project Resources

This module focuses on resource allocation and monitoring. Lesson units include resource time sheet, job project time sheet, and open time sheet, ensuring efficient resource utilisation and project progress tracking.

Unit	Title	Description	Duration
12.1	Record a Resource Time Sheet	Enter and allocate time or labour to specific projects. This is essential for accurate project tracking and resource management.	0:10
12.2	Record a Job Project Time Sheet	Manage time entries specific to job projects, ensuring accurate allocation of resources.	0:10
12.3	Open and Edit a Time Sheet	View and manage all open timesheets, providing a comprehensive overview of ongoing resource allocations.	0:10
12.4	Manage Resource Transactions	Manage all resource-related transactions, ensuring accurate financial tracking and reporting.	0:10
12.5	Add or Update a Resource	Manage individual resources, including their details and allocations.	0:10
12.6	Categorise Resources by Class	Categorise resources into classes, facilitating better organisation and management.	0:10
12.7	Post Resource Transactions	Finalise and post resource transactions, making them available for financial reporting.	0:10
12.8	Generate a Resource Details Report	Generate detailed reports on resource allocations and transactions, aiding in comprehensive project analysis.	0:10
12.9	Generate a Resource Transactions Report	Generate a summary of all resource-related transactions, facilitating financial oversight and auditing.	0:10

Fundamentals of Managing Job Projects Inventory

This module helps allocate resources efficiently within job projects. Lesson units include inventory allocation journal, bill of materials tracking, and real-time resource tracking, preventing overruns and ensuring project success.

Unit	Title	Description	Duration
13.1	Allocate Inventory to Job Projects	Allocate inventory items to specific projects for future use. This ensures that inventory is properly tracked and managed within each job project.	0:10
13.2	Record Inventory Transactions	Manage all inventory-related transactions, ensuring accurate financial tracking and reporting.	0:10
13.3	Manage Inventory Items for Job Projects	Manage individual inventory items, including their details and allocations.	0:10
13.4	Define Inventory Locations	Manage the locations of inventory items, ensuring accurate tracking and allocation.	0:10
13.5	Categorise Inventory Items by Class	Categorise inventory items into classes, facilitating better organisation and management.	0:10
13.6	Set Up Inventory Price Book	Manage pricing information for inventory items, ensuring accurate pricing across projects.	0:10
13.7	Post Inventory Transactions	Maintain accurate inventory records and ensuring that all job project-related inventory movements are correctly accounted for.	0:10
13.8	Generate an Inventory Details Report	Generate a comprehensive view of all inventory items associated with a specific job project.	0:10
13.9	Generate an Inventory Transactions Report	Summarise all inventory transactions related to a job project. This report is vital for auditing purposes and for ensuring that all inventory movements are accurately recorded.	0:10
13.10	Generate an Inventory Allocations Report	Generate an overview of how inventory items are allocated across different job projects. This report is essential for resource planning and ensuring that inventory is optimally utilised.	0:10

Fundamentals of Managing Job Projects

This module provides a clear overview of project timelines, resource allocation, and progress. Lesson units include job project client invoice, job project client credit, cost estimation, billing rate setting, and detailed financial reporting.

Unit	Title	Description	Duration
14.1	Generate a Job Project Client Invoice	Bill clients for job project purchases and resource transactions, ensuring accurate invoicing and financial tracking.	0:10
14.2	Process a Job Project Client Credit	Create a Job Project Client Credit in SapphireOne. This functionality is essential for issuing credits to clients for job project-related transactions.	0:10
14.3	Record Job Project Transactions	Manage transactions within Job Projects in SapphireOne. Crucial for maintaining accurate financial records and tracking job project activities.	0:10
14.4	Create a New Job Project	Manage a Job Project in SapphireOne. Proper setup and management of job projects are essential for tracking project progress and financials.	0:10
14.5	Define a Parent Project	Sup a Parent Project in SapphireOne. Parent Projects allow for the grouping of related job projects, facilitating better project management and reporting.	0:10
14.6	Manage Project Tasks	Filter, analyse, view, modify, and create new tasks within a Job Project to manage tasks effectively, ensuring accurate tracking and reporting.	0:10
14.7	Categorise Job Projects by Class	Categorise and organise your Job Projects to create and manage classes thereby streamlining job project management.	0:10
14.8	Manage Job Project Clients	Manage client information related to your Job Projects. This guide will teach you how to add and manage clients within your projects.	0:10
14.9	Track Job Project Costs	Track and manage costs associated with your Job Projects. This guide will teach you how to input and monitor project costs effectively.	0:10
14.10	Manage Job Project General Ledger Entries	Manage General Ledger entries related to your Job Projects for accurate financial reporting.	0:10
14.11	Assess Project Risks	Identify, assess, and manage risks associated with your Job Projects to mitigate potential issues.	0:10
14.12	Post Job Project Transactions	Record and manage financial transactions related to your Job Projects. Posting transactions accurately for effective financial tracking.	0:10
14.13	Generate a Job Details Report	Generate and interpret Job Details Reports for comprehensive project analysis.	0:10
14.14	Generate a Job Cost Report	Track and analyse costs associated with your Job Projects for accurate financial monitoring.	0:10
14.15	Generate a Job Analysis Report	Generate and interpret Job Analysis Reports for in-depth project evaluation.	0:10
14.16	Generate a Job Project Transactions Report	Generate detailed reports of all transactions associated with a specific Job Project for tracking financial activities and ensuring accurate record-keeping.	0:10
14.17	Generate an Invoices Report for Job Projects	Generate a comprehensive view of all invoices related to a specific Job Project. Essential for monitoring billing activities and ensuring all invoices are accounted for.	0:10
14.18	Generate a Job Project Financials Report	Generate a detailed financial overview of a Job Project, including costs, revenues, and profitability. Vital for financial analysis and job project management.	0:10
14.19	Access Job Projects Reports	Configure and generate various report styles for Job Projects.	0:10
14.20	Utilise Job Projects Dashboards	Establish a visual representation of Job Project data, offering insights into project performance and key metrics which is essential for quick analysis and decision-making.	0:10

Fundamentals of Managing Job Projects history

This module offers a detailed look into historical job project data. Lesson units include project timelines, resource utilisation, and financial performance, aiding in better project management and decision-making.

Unit	Title	Description	Duration
15.1	Review Historical Inventory Lines	View and manage historical inventory transactions associated with a specific Job Project. Crucial for tracking inventory usage and ensuring accurate record-keeping.	0:10
15.2	Analyse Historical Time Sheets	View and manage historical time sheet entries associated with a specific Job Project. Essential for tracking labour costs and ensuring accurate timekeeping.	0:10
15.3	Examine Historical Time Lines	View and manage historical time line entries associated with a specific Job Project. Vital for tracking project timelines and ensuring accurate scheduling.	0:10

Fundamentals of Managing Assets

This module provides a comprehensive suite of tools for managing fixed assets. Lesson units include asset register, asset depreciation, asset maintenance, and reporting, ensuring accurate financial reporting and compliance.

Unit	Title	Description	Duration
16.1	Record Depreciation for Tax Purposes	Record the depreciation of assets for tax purposes. Ensuring compliance with tax regulations and accurate financial reporting.	0:10
16.2	Record Depreciation for Company Accounts	Record the depreciation of assets for internal company purposes, ensuring accurate financial statements and asset management.	0:10
16.3	Document Asset Sales and Disposals	Record the sale or disposal of an asset, ensuring that your asset records and financial statements are up-to-date.	0:10
16.4	Record Asset Purchases	Record the acquisition of new assets, ensuring that your asset records are current and accurate.	0:10
16.5	Document Asset Valuations	Alter the value of an asset, whether it is an increase or decrease, ensuring that your asset records reflect their current value.	0:10
16.6	Record Depreciation for Repairs	Track assets sent for repair, ensuring timely maintenance and return.	0:10
16.7	Process Depreciation Service Returns	Track the return of assets from service, ensuring they are back in operation promptly.	0:10
16.8	Manage Asset Depreciation Loans	Manage assets loaned out to other parties, ensuring proper tracking and return.	0:10
16.9	Add Depreciation Notes	Add detailed notes to assets, ensuring comprehensive documentation.	0:10
16.10	Manage Asset Transactions	List all depreciation transactions for an asset, ensuring accurate tracking and reporting.	0:10
16.11	Add and Manage Assets	Manage individual assets including adding new assets, updating existing ones, and understanding the key fields that need to be completed.	0:10
16.12	Classify Assets	Manage asset classes, which are used to categorise assets into different groups for better organisation and reporting.	0:10
16.13	Track Asset Backlogs	Manage asset backlogs, which are used to track pending tasks or maintenance activities related to assets.	0:10
16.14	Manage Passwords	Manage passwords, ensuring secure access and control over sensitive infrastructure and services.	0:10
16.15	Classify Asset Passwords	Password Class not yet documented	0:10
16.16	Manage General Ledger for Assets	Configure General Ledger accounts for assets. Crucial for accurate financial tracking and reporting.	0:10
16.17	Manage Asset Vendors	Manage Asset Vendors to ensure seamless procurement and maintenance processes.	0:10
16.18	Define Depreciation Methods	Set up depreciation methods for assets. Essential for accurate financial reporting and asset valuation.	0:10
16.19	Manage Asset Trademarks	Manage trademarks associated with assets ensuring legal protection and brand integrity.	0:10
16.20	Post Asset Transactions	Post asset transactions, maintaining accurate financial records and ensuring that all asset-related activities are properly documented.	0:10
16.21	Automate Depreciation Calculations	Set up and run auto depreciation for assets, ensuring that asset values are accurately adjusted over time according to predefined depreciation methods.	0:10
16.22	Reverse Depreciation Entries	Reverse depreciation for assets. Necessary when corrections are required for previously applied depreciation entries.	0:10
16.23	Generate Detailed Asset Reports	Generate an Asset Details Report. Providing comprehensive information about each asset, including acquisition details, current value, and depreciation status.	0:10
16.24	Generate Asset Valuation Reports	generate an Asset Valuation Report. providing an overview of the current value of all assets, helping in financial analysis and decision-making.	0:10
16.25	Generate Valuation Reports by Method	Assess the value of your assets using different valuation methods. Crucial for financial analysis and decision-making, providing insights into the current worth of your assets.	0:10
16.26	Generate Depreciation Reports	Generate a detailed breakdown of the depreciation of your assets over a specified period. Essential for understanding the depreciation expenses and planning for asset replacement.	0:10
16.27	Generate Historical Depreciation Reports	Generate a historical view of the depreciation of your assets. Useful for long-term financial planning and auditing purposes.	0:10
16.28	Generate Asset Management Reports	Generate a comprehensive overview of your asset portfolio, including allocation, utilisation, and performance metrics. Vital for effective asset management and strategic planning.	0:10
16.29	Generate Asset Loan Liability Reports	Generate Asset Loan Liability reports, detailing the liabilities associated with asset loans. Essential for managing financial obligations and ensuring accurate financial reporting.	0:10
16.30	Track Financial Activities Related to an Asset	Generate a detailed record of all transactions related to your assets. Essential for tracking asset movements, acquisitions, disposals, and other financial activities.	0:10
16.31	Review Historical Valuation of Assets	Generate a historical view of the valuation of your assets. Useful for long-term financial planning and auditing purposes.	0:10
16.32	Plan and Comply with Tax Regulations	Generate a detailed breakdown of capital allowances for your assets. Crucial for tax planning and compliance.	0:10
16.33	Analyse All Financial Transactions	generate a comprehensive overview of all transactions. Essential for financial analysis and auditing.	0:10
16.34	Create Dynamic Asset Reports	Create an interactive real-time report based on selected criteria and Generate PDF reports.	0:10

Fundamentals of Managing Assets History

This module focuses on historical asset data. Lesson units include asset acquisition details, depreciation schedules, and maintenance history, providing a complete view of an organisation’s fixed assets.

Unit	Title	Description	Duration
17.1	Review Historical Asset Transactions	Review and manage asset transactions. Essential for tracking the movement and changes in your organisation’s assets over time.	0:10
17.2	Audit Historical Asset Lines	Audit asset lines. Crucial for verifying the accuracy and integrity of asset records, ensuring compliance and accurate reporting.	0:10

Fundamentals of Managing Payroll/HR Payroll

This module automates payroll calculations. Lesson units include employee wages, overtime, bonuses, deductions, pay slips, and payroll reports, ensuring accurate and timely employee compensation.

Unit	Title	Description	Duration
18.1	Manage Working Transactions for Payroll	Review, edit, and ensure accuracy of transactions.	0:10
18.2	Initiate a New Pay Run	Select pay periods, review details, and start the pay run.	0:10
18.3	Execute a Pay Run	Review details, make adjustments, and process the pay run.	0:10
18.4	Adjust Superannuation Contributions	Select employees, enter adjustments, and save records.	0:10
18.5	Process EFT Payroll Payments	Select pay runs, review details, and execute payments.	0:10
18.6	Generate and Distribute Pay Slips	Select pay runs, review, and distribute pay slips.	0:10

Fundamentals of Managing Payroll/HR Administration

This module streamlines HR management tasks. Lesson units include employee data management, leave tracking, attendance monitoring, and benefits administration, ensuring efficient HR operations.

Unit	Title	Description	Duration
19.1	Set Up Employee Records	Enter personal details, assign departments, and configure pay details.	0:10
19.2	Define and Manage Employee Classes	Create new classes, assign employees, and save records.	0:10
19.3	Define and Manage Employee Departments	Create new departments, assign employees, and save department records.	0:10
19.4	Set up Award Entitlements for Employees	Enter award details, assign employees, and save records.	0:10
19.5	Define and manage Employee Allowances	Create new allowances, assign them to employees, and save records.	0:10
19.6	Define and Manage Allowance Classes	Create new allowance classes, assign allowances, and save records.	0:10

Fundamentals of Managing Payroll/HR History

This module offers insights into historical payroll and HR data. Lesson units include payroll history, employee performance records, and benefits tracking, aiding in better HR management and decision-making.

Unit	Title	Description	Duration
20.1	Review Historical Payroll Data	Select pay periods, review data, and ensure accuracy.	0:10
20.2	Review Historical Employee Transaction Lines	Select employees, review transaction periods, and ensure accuracy.	0:10
20.3	Review Pay Run Logs and Single Touch Payroll (STP) Submissions	Select pay runs, review logs, and ensure STP accuracy.	0:10
20.4	Review Pay Slip Summaries	Select pay periods, review summaries, and ensure accuracy.	0:10
20.5	Generate and Review Superannuation Reports	Select pay periods, review reports, and ensure accuracy.	0:10
20.6	Generate and Review Roster Reports	Select periods, review data, and ensure accuracy.	0:10
20.7	Generate and Review Payment Summaries for Single Touch Payroll (STP)	Select periods, review summaries, and ensure accuracy.	0:10
20.8	Manage Resource Time Sheets	Select resources, enter timesheet data, and save records.	0:10

Fundamentals of Management Analysis

This module provides essential tools for data analysis. Lesson units include customisable reporting, data interpretation, KPI tracking, and dashboard visualisation, enabling data-driven decision-making and strategic planning.

Unit	Title	Description	Duration
21.1	Generate a Statement of Position Report	Generate and review the Statement of Position. Essential for understanding your organisations financial standing at a specific point in time.	0:10
21.2	Analyse Monthly Activities	Review the Months Activities within SapphireOne. Crucial for tracking and analysing your organisation’s financial activities over a specific month.	0:10
21.3	Track Cash Movements	Track and analyse Cash Movements. Essential for understanding the inflow and outflow of cash in your organisation.	0:10
21.4	Monitor Accounts Movements	Review Accounts Movements. Crucial for tracking changes in account balances over a specific period.	0:10
21.5	Submit a BAS Report	Prepare and submit your Business Activity Statement (BAS). Essential for ensuring compliance with tax regulations.	0:10
21.6	Generate a GST Summary Accrual Report	Generate and review the GST Summary Accrual. Essential for understanding your organisations GST obligations on an accrual basis.	0:10
21.7	Calculate Payroll Tax	Calculate and review Payroll Tax. Crucial for ensuring compliance with payroll tax regulations.	0:10
21.8	Generate a Detailed Statement of Position Report	Generate and review the Statement of Position II. Essential for understanding your organisations financial standing at a specific point in time.	0:10
21.9	Review Monthly Payroll Activities	Review the Months Activities for Payroll. Crucial for tracking and analysing your organisation’s payroll activities over a specific month.	0:10
21.10	Generate a Statement of Equity Report	Review the Statement of Equity. Essential for understanding changes in your organisations equity over a specific period.	0:10
21.11	Utilise the Workflow Centre	Manage and streamline your organisational processes by utilising the Workflow Centre to optimise your workflow management.	0:10
21.12	Access Management Show Reports	Generate various reports tailored to your organisational needs.	0:10

Fundamentals of Management – Period End

This module focuses on period-end processes. Lesson units include financial closing procedures, reconciliation, and period-end reporting, ensuring accurate and timely financial statements.

Unit	Title	Description	Duration
22.1	Complete Period End for Clients	Close the current period for client-related transactions and move them into history. This ensures that all client data is up-to-date and ready for the next period.	0:10
22.2	Complete Period End for Inventory	Close the current period for inventory-related transactions and move them into history. This ensures that all inventory data is accurate and ready for the next period.	0:10
22.3	Complete Period End for Vendors	Close the current period for vendor-related transactions and move them into history. This ensures that all vendor data is up-to-date and ready for the next period.	0:10
22.4	Complete Period End for Job Projects	Close the current period for job project-related transactions and move them into history. This ensures that all job project data is accurate and ready for the next period.	0:10
22.5	Complete Period End for Time Sheets	Close the current period for time sheet-related transactions and move them into history. This ensures that all time sheet data is up-to-date and ready for the next period.	0:10
22.6	Complete Period End for General Ledger	Close the current period for general ledger transactions and move them into history. This ensures that all general ledger data is up-to-date and ready for the next period.	0:10
22.7	Complete Period End for Financials	Close the current period for all financial transactions, including clients, vendors, inventory, job projects, time sheets, and the general ledger. This ensures that all financial data is accurate and ready for the next period.	0:10
22.8	Complete Period End for Assets	Close the current period for asset-related transactions and move them into history. This ensures that all asset data is up-to-date and ready for the next period.	0:10
22.9	Complete Period End for Payroll/HR	Close the current period for payroll and HR-related transactions and move them into history. This ensures that all payroll and HR data is accurate and ready for the next period.	0:10
22.10	Complete Period End for All Modules	Close the current period for all transactions, including clients, vendors, inventory, job projects, time sheets, general ledger, assets, and payroll/HR. This ensures that all organisational data is up-to-date and ready for the next period.	0:10
22.11	Execute Standing Transactions	Automate recurring financial entries, ensuring consistency and accuracy in your financial records.	0:10
22.12	Finalise End of Year Financials	Close out the financial year to prepare accurate financial statements.	0:10
22.13	Finalise End of Year Assets	Review and finalise asset records to ensure accurate reporting to assist with completing the year-end asset management process efficiently.	0:10
22.14	Finalise End of Year Payroll/HR	Close out the payroll year to ensure compliance with regulatory requirements.	0:10

Fundamentals of Managing Audits

This module provides tools for managing audits. Lesson units include audit trails, compliance checks, and audit reporting, ensuring transparency and adherence to accounting standards.

Unit	Title	Description	Duration
23.1	Audit Receivables Transactions	Ensure the accuracy and integrity of your organisations accounts receivable records.	0:10
23.2	Audit Payables Transactions	Manage the accuracy and integrity of your organisations accounts payable records.	0:10
23.3	Audit General Ledger Transactions	Verify the accuracy and completeness of your organisations financial records.	0:10

Fundamentals of Managing Workbook

This module offers a flexible platform for data organisation. Lesson units include Leave Requests, Contacts, Contacts Class, and Actions, ensuring efficient and accurate data management.

Unit	Title	Description	Duration
24.1	Submit a Leave Request	Submit and manage leave requests, ensuring that your leave is properly documented and approved according to your organisations policies.	0:10
24.2	Manage Contact Information	Manage contacts within SapphireOne CRM. Essential for maintaining accurate and up-to-date contact information.	0:10
24.3	Classify Contacts	Create and manage contact classes to assist in categorising and organising your contacts for better management.	0:10
24.4	Track Actions	Manage actions which are tasks or activities that need to be tracked and managed efficiently. These actions appear in your calendar for effective task management.	0:10
24.5	Manage Documents	Attach, update and organise documents to ensure that all necessary information is easily accessible and well-maintained.	0:10
24.6	Organise Images	Manage images including attaching, updating, and organising. Ensure that all visual information is easily accessible and well-maintained.	0:10
24.7	Record Tracking Notes	Maintain a detailed log of interactions, updates, and important information related to clients, vendors, and other contacts. This functionality is essential for maintaining clear communication records and ensuring that all team members are informed of the latest developments.	0:10
24.8	Log Mail Entries	Replace traditional physical mail books, allowing users to track and manage mail items digitally. Crucial for keeping accurate records of all mail sent and received, ensuring accountability and traceability.	0:10
24.9	Integrate Phone Logs	Maintain a detailed record of all phone interactions with clients, vendors, and other contacts. Essential for tracking communication history, ensuring accountability, and improving customer service.	0:10
24.10	Register a Visitor	Track and manage visitor information, ensuring that all visits are recorded accurately. Crucial for maintaining security and providing a professional visitor experience.	0:10
24.11	Schedule Events in Calendar	Schedule and manage appointments, meetings, and other events. This feature is essential for effective time management and ensuring that all team members are aware of upcoming events.	0:10
24.12	Utilise Document Manager	Centralise document storage, making it easier to organise, manage, and access various document types. Essential for maintaining an organised repository of documents related to transactions and master tables, thereby improving efficiency and accessibility.	0:10
24.13	Capture PDFs	Automate the process of reading and processing PDF invoices, significantly reducing manual data entry errors and improving efficiency.	0:10

Fundamentals of Managing Web Pack Data Entry

This module streamlines web-based data entry. Lesson units include form creation, data validation, and real-time data updates, ensuring accurate and efficient data input.