Monitor Accounts Movements

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:

  1. Navigate to Management > Analysis and then select the Accounts Movements item. SapphireOne will display the Accounts Movements screen.
  2. There are four buttons across the bottom of the screen and these are used as follows
    • Export – This button allows the figures to be exported from SapphireOne as a tab-delimited text file, which can then be imported into another program for purposes such as creating specifically formatted reports.
    • Print – This button enables you to print the report directly, with the printer dialog alert automatically displayed for your selected platform, whether it’s MacOS or Windows.
    • Period – When this button is selected, SapphireOne will display a Request alert asking for the Period up to which the analysis should be conducted. Enter the required period and select the OK button.
    • OK – When This button is selected the Accounts Movements screen will be closed.

For more detailed information, visit the Management > Analysis > Accounts Movements article.

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