Allowance Totals Report Overview
The Allowance Totals Report within SapphireOne PayRoll/HR Mode provides a breakdown of allowances for the Pay Run, Month and Year.
When the Allowance Totals report is selected from the PayRoll/HR Reports 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.
Print Destination Menu
The Print Destination Menu allows the user to choose the destination for the Report, and select from the options which include Printer, Custom Report, Quick Report and Labels.
| Printer | Tells SapphireOne to send the report straight to the Printer. |
| Custom Report | This allows the user to create a custom designed report. Once it has been created the user will be able to use this option from the Print Destination menu. |
| Quick Report | Selecting this option will open the Sapphire Quick Report function. |
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.
Allowance Totals Report Type Menu
Selecting the Report Type Menu option will enable the user to print different layout styles of the Details Report.
| One Line Alc. Totals | This is a simple transaction report that prints the Allowances on one line for each employee. |
| Loan Summary | This prints a summarised report on the loans that are currently in SapphireOne. |
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 Allowance | This will sort the order of the data by allowance and employee. |
| By GL Code | This will sort the order of the data by the General Ledger Code. |
| By Employee | This will sort the order of the data by the employee and allowance. |
| By Employee 2 | This will sort of the order of the data by the employee and GL Code. |
| By Department | This will sort the order of the data by the department and allowance. |
Report Selection Menu
| All Records | This will display all Job Projects, including inactive of finished Job Projects. |
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 inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item 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.
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