Post Job Project Transactions

The Post Job Projects Transactions functionality in SapphireOne allows you to record and manage financial transactions related to your Job Projects. This guide will teach you how to post transactions accurately for effective financial tracking. The steps are as follows:

1. Navigate to Job Projects > Job Projects > Post Job Projects Transactions.
2. Click on the New item icon on the main toolbar.
3. Select Transaction from the drop-down menu.
4. Fill Out Necessary Form Elements:
   • ID – Automatically generated by SapphireOne.
   • Prefix – Optional, can be entered or revised at any time.
   • Project – Enter the Job Project ID (wild card searchable).
   • Type Drop Down Menu – Select Transaction.
   • Amount – Enter the transaction amount.
   • Date – Specify the transaction date.
   • Description – Provide a brief description of the transaction.
5. Save the form immediately after completion.
6. Reopen the form to ensure all compulsory fields are filled.

For more detailed instructions, please refer to the Job Projects > Job Projects > Post Job Projects Transactions article.