Generate a Statement of Position Report

In this section, you will learn how to generate and review the Statement of Position within SapphireOne. This functionality is essential for understanding your organisations financial standing at a specific point in time. The steps are as follows:

  1. Navigate to Management > Analysis and then select the Statement of Position item. SapphireOne will display the Statement of Position screen.
  2. There are two buttons across the bottom of the screen and these are used as follows
    • OK – When This button is selected the Statement of Equity screen will be closed.
    • Print – This button enables you to print the report directly. The printer dialog alert will automatically be displayed for your selected platform, whether it’s MacOS or Windows.

For more detailed information, visit the Management > Analysis > Statement of Position Article.

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