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 and then select the Accounts Movements item. SapphireOne will display the Accounts Movements screen.
- 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.