Record Job Project Transactions

This section covers the process of managing 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 Projects > Job Projects > Transactions.
2. Select the relevant job project from the dropdown list.
3. Enter Transaction Details:
   • Date – Enter the date of the transaction.
   • Reference – Provide a reference number for the transaction.
   • Description – Add a brief description of the transaction.
   • Amount – Specify the amount involved in the transaction.
4. Use the Document Paperclip to scan and attach any documents related to the transaction.
5. Double-check all entered details for accuracy.
6. Click on Save to finalise the transaction.

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