Record Job Project Transactions

This section covers the process of managing unposted transactions within Job Projects in SapphireOne. Proper transaction management is crucial for maintaining accurate financial records and tracking Job Project activities. The steps are as follows:

1. Navigate to Job Project > Job project > Inquiry and select the Transactions item.
2. Select the Job Project transaction you wish to modify, view or post.
   The user may use CMD+F key combination to filter and sort by column headers.
3. Viewing the transaction only lets you see the information without making changes.
4. Modifying an un-posted transaction enables you to update its details.
5. Once viewed or modified, double-check the information for accuracy.
   • Option 1 – Right-click on the transaction in the list and select the Post item.
   • Option 2 – Select Sapphire Tools > Process and select the Post Transaction item.
   • Option 3 – Navigate to Job Projects > Job projects > Process and select the Post Transactions item, mark the transaction, and click the Process button.

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