Checking All Historical Account Transactions

In this section, you will learn how to check all historical account transactions in SapphireOne. This is essential for reviewing past transactions and making necessary adjustments. Understanding this process will help you maintain accurate financial records and ensure compliance with auditing requirements.

1. Navigate to History Transactions
   • Go to Accounts > History > Transactions.
2. Retrieve Transactions to Current
   1. To perform any adjustments on history transactions, you need to retrieve them to current first.
   2. Select the transaction you wish to adjust.
   3. Go to Tools and select Retrieve to Current
3. Adjust Transactions
   • Once the transaction is in current, you can reverse it or perform allocation / de-allocation as needed.

For more detail, visit the Accounts > History > Transactions article.