Transaction Summary Report Overview
The Transaction Summary report within the History menu of the SapphireOne Payroll/HR mode shows History Transactions totaled by Employee, in either summary form or more detail. It differs from the allowance totals period summary; in that it is based on history transactions rather than allowance totals.
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.
| Summary | This Report in portrait format summarises the transactions for each employee. The allowances and deduction are totaled and then printed in a before and after tax grouping. |
| Transactions | This Report in portrait format shows in detail, the totals for all of the lines that made up that pay. |
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 Surname | This will sort the order of the data by surname. |
| By Pay Frequency | This will sort the order of the data by pay frequency. |
| By Class | This will sort the order of the data by employee class. |
| By Department | This will sort the order of the data by employee department. |
Report Selection Options
| Last Pay No | Default SapphireOne will print from the last pay number in SapphireOne |
| Last Pay | This option will print details from the Last Pay in SapphireOne. |
| Working Transactions | This option will print details for working transactions only |
| Active Only | This option will print details from active employees only. |
| All Records | This option will print details for all Employees, including inactive or terminated employees that are no longer working for the company. |
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 Employees within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the Employees details to be printed. |
| Options Button | Selecting the Options button will open a pop-up dialog which will allow you select a particular period or group of periods to report on. |
| 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.