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 > Accounts Movements.
  2. 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.
  3. Select the accounts you want to include in the analysis.
  4. Click on the Generate button to create the Accounts Movements report.
  5. Review the generated report for detailed insights into account balance changes.

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

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