Transaction Lines Report Overview
The Transaction Lines report within the History menu of the SapphireOne Payroll/HR mode allows you to print Historical Pay Line details.
When the Transaction Lines report is selected from the History 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.
When printing reports, the user should be aware that SapphireOne will assume that it is to print the selected report on all employees that are currently active and in SapphireOne, the same as when a Employee Inquiry is performed. This may be from just a few employees but could extend to hundreds or even thousands of employee’s.
Report Type Menu
Selecting the Report Type menu option will enable the user to print different layout styles of the Details Report. Since these reports are historical, the user is strongly advised to filer then using the selection options at the bottom of the report dialog screen as seen above.
| Audit Style | This report in is portrait format and prints all or any selected transactions including holiday, leave, allowances and PAYG payments |
| Wide Report | This report in Landscape format is the same report as above but with more detail. |
| Wide Summary | This report in Landscape format prints allowances and deductions which are grouped in a before tax and after tax style of layout |
Dictation and Speech to Text Overview
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 time saver.
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 Details Report in the order they are displayed. |
| By ID | This will sort the order of the data by employee ID. |
| By ID & Payrun No | This will sort the order of the data by employee ID and then Payrun number. |
| By ID & Payrun Date | This will sort the order of the data by employee ID and then Payrun date. |
| By Allowance | This will sort the order of the data by the allowance. |
| By Allowance & Payrun No | This will sort the order of the data by the allowance and then Payrun number. |
| By Allowance & Pay Date | This will sort the order of the data by the allowance and then Payrun date. |
| By Department | This will sort the order of the data by employee department. |
| By Department Payrun No | This will sort the order of the data by the department Payrun number. |
Report Selection Options
| All Records | This will display all Job Projects, including inactive of finished Employees |
| Current Selection | This will display the current selection of records only. |
Report Buttons
| Print button | Select this button to Print the Report. |
| Cancel button | Select this button to Cancel the Report. |
| Record List Button | Selecting this button brings up a list of all employee transactions within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the employee transactions to be printed. |
| Options Button | When active, the Options Button allows for even further customisation of the Report. |
| 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.