This section covers how to review Accounts Movements within SapphireOne. This functionality is crucial for tracking changes in account balances over a specific period. The steps are as follows:
- Navigate to Management > Analysis > Accounts Movements.
- Select Date Range:
- Start Date – Enter the beginning date for the period you wish to analyse.
- End Date – Enter the ending date for the period you wish to analyse.
- Select the accounts you want to include in the analysis.
- Click on the Generate button to create the Accounts Movements report.
- Review the generated report for detailed insights into account balance changes.
For more detailed information, visit the Management > Analysis > Accounts Movements article.