Review Historical Asset Transactions

In this unit, you will learn how to review and manage asset transactions within SapphireOne. This functionality is essential for tracking the movement and changes in your organisation’s assets over time. The steps are as follows:

1. Navigate to Assets > History > Asset Transactions.
2. Review Transaction List – A list of all asset transactions will be displayed. Each entry includes details such as transaction date, asset ID, description, and transaction type.
3. Click on a specific transaction to view detailed information.
4. Transaction Details:
   • Transaction Date – Ensure the date is accurate.
   • Asset ID – Verify the asset ID matches the asset in question.
   • Description – Check the description for clarity and completeness.
   • Transaction Type – Confirm the type of transaction (e.g., acquisition, disposal, transfer).
5. If any details need correction, make the necessary changes and save.
6. After reviewing or editing, save the transaction and close the window.

For more detailed instructions, please refer to the Assets > History > Asset Transactions article.