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 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 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.