The Transactions Report in SapphireOne allows users to generate detailed reports of all transactions associated with a specific Job Project. This functionality is crucial for tracking financial activities and ensuring accurate record-keeping. The steps are as follows:
- Navigation – Go to Job Projects > Job Projects > Reports and then select the Transactions item. SapphireOne will display the Invoices Reports print dialog screen, ready for data entry.
- Report Criteria – Select from the drop down menus as follows:
- Share Destination Menu – Choose from: Printer, Custom Report and Quick Report.
- Report Type Menu – Select one of the following: One Line Invoice, Invoice Audit and Discontinued Inventory.
- Report Details – Menu Choose from 8 options: By ID through to by Period.
- Report Selection – This is a critical field. Use the drop-down menu to select either Standard or Include Unposted.
- Additional Filtering options –Two drop-down menus are available to apply further filtering. These allow the user to specify whether to include or exclude certain items from the report.
- Options Button – This button is not used for this report.
- Processing – Click the Process button to print or generate the report based on your selected criteria.
For more detailed instructions, please refer to the Job Projects > Job Projects > Transactions Report article.