Audit Payables Transactions

Auditing payables transactions in SapphireOne is crucial for maintaining the accuracy and integrity of your organisations accounts payable records. This guide will walk you through the steps to perform payables audits effectively. the steps are as follows:

1. Navigate to Management > Audits > Payables Transactions.
2. Select Audit Parameters:
   • Accounts – Choose the accounts you wish to audit.
   • Periods – Select the periods for which you want to run the audit.
3. Click on the Run Audit button – SapphireOne will prompt you with an alert asking if you want to run the audit on selected accounts and periods.
4. Click Select All and then OK.
5. Review Audit Results – SapphireOne will start your spreadsheet application and display the results as a CSV file.
6. Review the CSV file for any discrepancies or errors.
7. Enter a file name and save the CSV file to your desktop.
8. Forward the saved file via email to SapphireOne Support for further analysis.

For more detailed instructions, please refer to the Management > Audits > Payables Transactions article.