The Task Inquiry function within SapphireOne Utilities Menu allows the user to set up Tasks as an additional level of reporting and classification within SapphireOne.
For example, if Sales are made at both the Retail and Wholesale levels, tasks provide an additional way of separating the items within reports.
Tasks can be entered into the Custom Page on any Accounts Mode or Inventory Mode data entry screen. Each line within the transaction may if necessary have a different task allocated to it.
In the SapphireOne Standard Financials report, tasks have also been added as a Mode option as an additional layer of reporting. This enables reporting to be done on a Task level, as well as Periods, Projects, Project Class and Departments.
How to Enter a Task
To enter a new task, select Task Inquiry screen from Utilities Controls menu, and then select the New 
button from the SapphireOne main toolbar.
- Company ID – Enter the Company ID.
- Task ID – Enter in a Task ID. This is the ID that will be displayed when referring to the task in SapphireOne.
- Name – Enter in Task Name or a description.
- Notes – Additional notes about the task may be added if required.
Dictation and Speech to Text Overview
SapphireOne’s Dictation (MacOS) and Speech to Text (Windows) functionalities revolutionise data entry. These features are available for any data entry field and all inquiry screens within SapphireOne. For instance, when a user makes a call via the SapphireOne Softphone, SapphireOne automatically timestamps the contact and phone number. Post-call, users can dictate notes directly into the CRM contact memo field in relation to the stamp.
This functionality is applicable across all Data Entry screens. As examples, when entering a Vendor Invoice (VI), users can dictate memos directly. Similarly, additional lines can be added to the General Ledger account, with each line having a unique memo field. After an employee interview, users can efficiently dictate notes.
Speech to Text and Dictation are powerful tools that SapphireOne and its clients use daily, significantly saving time.
Select the Green Tick 
to save the new task entry. This task is then stored within the audit lines of the data when it is used.
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