Knowledge Base
- Release Notes – 2020
- Client Invoice
- Client Credit
- Client Journal
- Client Receipt
- Client Refund
- Release Notes – 2019
- Money Receipt
- Money Payment
- Vendor Invoice
- Vendor Credit
- Vendor Refund
- Vendor Payment
- Requisition Vendor Invoice
- Vendor Journal
- Purchase Vendor Credit
- Purchase Money Payment
- Purchase Inwards Goods Journal
- Order Vendor Invoice
- Purchase Vendor Invoice
- Purchase Money Receipt
- Build Journal
- Order Build Journal
- Transfer Journal
- General Ledger Journal
- Quote Client Invoice
- Order Client Invoice
- Sales Client Invoice
- Sales Client Credit
- Sales Money Payment
- Sales Money Receipt
- Release Notes – 2021
- Order Vendor Invoice
- Purchase Inwards Goods Journal
- Stock Adjustment Journal
- Purchase Money Payment
- Purchase Vendor Credit
- Resource Time Sheet
- Job Project Time Sheet
- Inventory Allocation Journal
- Open Time Sheet
- Purchase Vendor Invoice
- Vendor
- Method
- Asset Backlog
- Asset Class
- General Ledger
- Contacts
- Locations
- Job Project Client Credit
- Job Project Client Invoice
- Standing Transactions
- Asset
- Pictures
- Tracking Notes
- Mail Book
- Phone Log Integration
- Visitor
- Calendar
- Document Manager
- PDF Capture
- Clients
- Class (Client)
- Allocations
- Vendors
- Class
- FX General Ledger
- Class
- General Ledger
- Transactions
- Transactions
- Transaction Lines
- Sales Rep and Carrier
- Clients
- Periodic Invoice
- Workflow Centre
- Statement of Equity
- Months Activities for Payroll
- Statement of Position II
- Payroll Tax
- GST Summary Accrual
- Accounts Movements
- Cash Movements
- Months Activities
- Statement of Position
- Transactions
- Transaction Lines
- Vendors
- Adjustment Transactions
- Transaction Lines
- Inventory
- Inventory Locations
- Inventory Class
- Price Book
- Locations
- MSDS
- Serial / Batch
- Bill of Materials
- Matrix
- Open to Buy
- Additions and Deductions
- Employee Class
- Employee Department
- Employee Bank
- Award Entitlements
- Employee Log
- Leave
- Working Days
- Allowance
- Allowance Class
- Workplace Health and Safety
- Allowance Totals
- Super Vendor
- General Ledger
- Job Project
- Tax Scale
- History Payroll
- Passwords
- Vendor
- Resource
- Class
- Inventory Lines
- Inventory
- Class
- Inventory Locations
- Price Book
- Project Risk
- Job Project GL
- Job Project Cost
- Clients
- Class
- Project Task
- Parent Project
- Job Project
- Cashier Reconciliation
- Deposits
- Show Reports – Management
- Payments
- Bank Sync
- Bank Reconciliation
- BAS Submission
- Reschedule
- Delivery
- Back Orders
- Arrivals
- Requisitions
- Reconciliation
- Lay By Payment
- Post Point of Sale Transactions
- Arrivals
- End of Year Payroll/HR
- End of Year Assets
- End of Year Financials
- Run Standing Transactions
- Period End All
- Period End Payroll/HR
- Period End Assets
- Period End Financial
- Period End General Ledger
- Period End Time Sheets
- Period End Job Projects
- Period End Vendors
- Period End Inventory
- Period End Clients
- Working Transactions
- Inventory Alarm
- Workflow Rules
- Task
- Department
- Company
- User Access
- Change Names
- Lists
- Remote Access Defaults
- FX Currency Settings
- System Controls
- Organisation Chart
- Direct Print Layout
- Actions
- Documents
- Contacts
- Leave Request
- Plug-in Keys
- Retrieve Upgrade Values
- Verify Unposted
- Server Administration and Data File Management
- Error Controller
- Maintenance Tools
- Transactions
- Options Menu Main Toolbar
- Sales and Purchase Lists
- List Navigation Buttons
- Sapphire Toolbar
- Navigation Toolbar
- Time Card Stamp
- Change Background
- Password (File Menu)
- Activity Queue
- Printing
- Advanced Find
- Detailed Query
- Find
- Transactions
- Allocations
- Debtors Out of Balance
- General Ledger Audit Tool
- Client Allocation Audit
- Balancing Debtors and Creditors
- Un-Presented Cheques
- Un-Allocating Un-Posted Transactions and Invoices
- Reconciling Inventory with General Ledger
- Running General Ledger and Transaction Audits
- Parent & Child Clients & Vendors
- Setting Up Employee Leave
- Setting Up HECS (Student Loan)
- Superannuation Procedures
- Reporting Superannuation on Payslips
- Setting Up Superannuation
- Compulsory Superannuation
- Reverse Depreciation
- Auto Depreciation
- SuperStream Export
- Superannuation Adjustment
- Superannuation Payable
- Pay Run
- Point of Sale Functions
- Standard Data Entry Functions
- Standard Inquiry Function
- Services Inquiry
- Stock List
- Order List
- Tracking Notes
- Time Sheet Inquiry
- Action Inquiry
- Job Project Inquiry
- Vendor Inquiry
- Client Inquiry
- Customer Order
- Time Sheet – RS (Resource Based)
- Voucher
- Loyalty
- Rebate
- Services
- Manifest Vehicle
- Tariff
- Manager
- Importer
- Manifest
- Shops & Tills
- Hire Transactions
- Price Estimate
- Delivery Run
- Sapphire Functions
- Transactions
- Purchase Transactions
- Depreciation Notes
- Depreciation Loan
- Depreciation Service Return
- Depreciation Repair Purchase
- Valuation Journal
- Purchase Journal
- Sales Disposal Journal
- Depreciation Company Journal
- Depreciation Tax Journal
- Transactions
- Build Transactions
- Asset Transactions
- Transactions
- Transactions
- Employee
- Asset Audit Lines
- POS Reconciliation
- Allocation Lines
- EFT Files
- Audit Lines
- Cashier Reconciliation
- Transactions
- Bank Reconciliation
- Transactions
- Sales Lines
- Time Lines
- Time Sheets
- Transaction Lines
- Pay Run Log / STP
- Statement of Leave
- General Ledger Transactions
- Payables Transactions
- Receivables Transactions
- Post Payable Transactions
- Post Receivable Transactions
- Post Assets Transactions
- Post Inventory Transactions
- Post Resources Transactions
- Post Purchases Transactions
- Post Sales Transactions
- Post Costs Transactions
- Post Inventory Transactions
- Post General Ledger Transactions
- Post Job Projects Transactions
- Unit Demand Report
- Inwards Goods Report
- Work Orders Report
- Bill of Materials Report
- Transactions Report
- Movements Report
- Status Report
- Analysis Report
- Pricing Report
- Stocktake Report
- Dashboards – Inventory Sales
- Show Reports – Inventory Sales
- Invoices Report
- Orders Report
- Dashboards – Inventory Purchases
- Show Reports – Inventory Purchases
- Purchase Orders Report
- Transactions Report
- Dashboards – Inventory Point of Sale
- Show Reports – Point of Sale
- Details Report
- 4D View Pro
- 4D Write Pro
- Quick Report
- Create Adjustment Note
- Convert to SCI or PVI
- Copy to Client or Vendor
- Verify Unposted
- Clone
- Change Password
- Cancel Temporary Removal From BAS
- Bulk Change Pay Period Date
- Batch Email
- Back Orders Process
- Resources Calendar
- Analysis for Allocation Audit
- Allocate Task Inventory
- Allocation
- Allocate 0 to 100%
- Add Uniform Leave
- Update Project
- No Sale Item
- Open Related Serial Batch
- Open Base Inventory
- Include Inactive
- BrandScope ATS
- Export Custom Report to PDF
- Recalc Required
- Recalc Forecast
- Hire Calendar
- Matrix Table
- Toggle Active, On Hold and Web
- Season
- Inventory Vendors
- Clone to Location
- Duplicate
- Reorder
- Sales Support
- Push to Location
- Import (Price Book 2)
- Transactions Report
- Till Client Invoice
- POS Transactions
- Sapphire Custom List Report
- Sapphire Custom Report
- Hire Return
- Dashboards – Accounts General Ledger
- Show Reports – General Ledger
- Bank Audit Report
- Bank Reconciliation Report
- FX Details Report
- Details Report
- FX Chart of Accounts Report
- Chart of Accounts Report
- FX Standard Financials Report
- Export Financials Report
- Dashboards – Accounts Receivables
- Standard Financials Report
- Show Reports – Accounts Receivables
- Statements Report
- Transactions Report
- Balances Report
- Dashboards – Accounts Payables
- Show Reports – Accounts Payables
- Statements Report
- Transactions Report
- Balances Report
- Show Reports – Job Projects Costs
- Purchase Orders Report
- Purchase Transactions Report
- Transactions Report
- Allocations Report
- Transactions Report
- Dashboards – Job Projects
- Show Reports – Job Projects
- Job Project Financials Report
- Invoices Report
- Transactions Report
- Job Analysis Report
- Job Cost Report
- Show Reports – Assets
- Transactions Report
- Asset Capital Allowances Schedule Report
- Asset History Valuation Report
- Asset Transactions Report
- Asset Loan Liability Report
- Asset Management Report
- Asset Historical Depreciation Report
- Asset Depreciation Report
- Asset Valuation by Method Report
- Asset Valuation Report
- Asset Details Report
- Allowance – Deduction Report
- Employee Report
- Show Reports – Payroll/HR
- Allowance Reconciliation Report
- GL Reconciliation Report
- Custom Deductions Report
- Employee Activities Report
- Paid Superannuation Report
- Superannuation Report
- Superannuation Transactions Report
- Pay Slip Summary Report
- Pay Run Summary Report
- Leave Report
- Transaction Summary Report
- Transaction Lines Report
- Employee Super Summary Report
- General Ledger Report
- Payment Summary Report
- Current Transaction Lines Report
- Allowance Totals Summary Report
- Allowance Totals Report
- Condensed Pay Summary Report
- Current Pay Summary Report
- Payslips Report
- Payments Report
- Leave Summary Report
- Softphone Palette
- Scheduler
- Start New Pay
- Details Report
- Location
- Details Report
- Details Report
- Details Report
- Details Report
- Job Details Report
- Reports Palette
- Data Entry Palette
- Inquiries Palette
- Favourites Palette
- Palettes Overview
- Custom Inquiry
- Web Pack
- Easy Query
- Detailed Sort
- Global Search
- Access Lock
- Active Tasks
- Subset Filtering
- Wild Card Searching
- Label Design Writer
- Activity Log
- Quick Reports
- Apply Formula
- XML Table Export
- Re-Index
- Create a Point of Sale Transaction
- Creating New Inventory
- Receiving Back Ordered Inventory
- Open Linked Invoices
- Open Linked Serial Batch
- Open Linked Transactions
- Open Linked Audit Lines
- Open Linked Tracking Notes
- Open Billing Run
- No ABN Summary
- Merge Invoices
- Mark Finished
- Make Inactive
- Locked Record
- Location Change
- Load Delivery Run
- Leave Calendar
- Last Arrivals
- Label Print Per Line Quantity
- Include Finished
- Include Deleted
- Import Price Break
- Import Prices (Inventory)
- Grouping
- Generate Vendor Order
- Find Invalid TFNs
- Find Valid TFN’s
- Export Inventory Income and Expenditure
- Export Inventory Budget Balances
- Export Activity Quantity by Period
- Export ATP Summary
- Export ATP
- Export Action List
- Expiry Increase
- Expiry Date
- ETA
- Decrypt and Encrypt Private TFN
- Do Not Pay
- Debug
- Custom Modify Log
- Custom Modify
- Create Toll Dispatch DAT
- Generate Star Track Dispatch DIN
- Generate MP from Expensify CSV
- ADI Time Import
- Batch Add and Remove
- Stock Scan Count and Stock Count
- Show Standing Transactions
- Show Parent Child Related
- Serial Check
- Retrieve to Current
- Remove From Batch
- Reload Pay
- Remove Duplicates
- Quick Leave Info
- Query Linked Transactions
- Query Allocated Transactions
- Print Toll Manifest Report
- Post Transactions
- Updating Prices by Markup and Margin
- Update Employee FX
- Unlock
- Temporarily Remove From BAS
- Sapphire Tools
- Release Notes – 2022
- Time Sheet – PR (Job Project)
- Query By Formula
- Time Card Stamp
- Roster Shifts
- Stock Count
- History Order
- Reconciliation
- LayBy Payment
- Transaction List
- Point of Sale
- Vendor Invoicing
- Cashier
- Pallet Management
- Packing
- Picking
- Manager
- Batch Price
- Goods Receive
- Purchases Report
- Visitor
- Sales People List
- Time Sheet and Machinery Log
- Matrix Order
- Transfer
- Delivery / Arrival
- Checking Deliver
- Packing Consignment
- Client Sales
- Client Receipt
- Vendor Purchases
- Vendor Invoice
- Leave Request
- Pickup List
- Sales
- Sales Report
- SapphireOne Single Touch Payroll Phase 2 Implementation
- Password Update
- Generate VI From Invitbox CSV
- Find Unused Account
- Find No Sale Client
- Copy & Swap GL Budget Tools
- Copy Transaction
- Update Period Leave
- Update Award
- Update Status to Active/Inactive
- Split
- SPS Commerce Tools
- Reverse PGJ
- Print Moveit Manifest Report
- Print Hunter Manifest Report
- Pacific Commerce Export Invoices
- Pacific Commerce Export Acknowledgement
- Pacific Commerce Upload Invoices
- Pacific Commerce Upload Acknowledgement
- Pacific Commerce Import Orders
- Open Linked Invoice Lines
- Open Allocated Lines
- MRP Recalc Required
- MRP Recalc Forecast
- Market BMCS Invoice.TXT Accelerated and Extended
- Generate Build
- Find No Sale Item
- Event Find
- Email Custom Reports
- Create Periodic Invoice
- Create Manifest by Carrier
- Create Manifest Run
- Create Hunter Dispatch.txt
- Clear TTD and History
- Check for Duplicate PVI
- Batch Create
- Audit Set Leave
- Add Promotion
- Sapphire Tools Index
- Super Increase and Tax Scales 2022
- Email Trigger
- Create Manifest and Link to Manifest
- Generate Requisition
- Find by Container
- Find From Line
- Reschedule
- Push Price
- Swap Bay Location
- Create Transfer
- Close
- Export Contract Summary
- Batch Export and Folder Import
- Re-Open
- Batch Link
- Broadcast SMS
- Change Priority
- Clone Transaction
- Copy to Client & Vendor
- Delay One Day
- Export Sales Invoice Against Plan
- Export Purchases Invoice Against Plan
- Set Complete Date
- Swap Component
- ASCII Codes
- Transaction Lines Area
- Paper Clips
- Blind selection of Tools
- Workflow Error Code (WF)
- Dynamic Data Entry Field Labels
- Backwards and Forwards Calculating
- Command and Control Keys
- Keyboard Shortcuts
- Displaying and Selecting Records
- Green Buttons
- Right mouse Click Context Menu
- Navigating SapphireOne
- Page Menu
- Quick Find Within an Inquiry List
- Navigating Toolbars Menus and Pages in SapphireOne
- Installing Barcode Fonts
- Calculating OWP vs AWE for NZ Payroll/HR
- Fixing Errors Caused by Missing GL Account Records
- Asset Generated Journals
- Build Worksheet Report
- Contacts Class
- Open Linked Price Book
- Allocations
- Release Notes – 2023
- Processing Staff Reimbursements
- User Created Menus
- Sorting List Rows
- Tags
- Accounting Terminology
- How To Harness the Power of Array Items in SapphireOne
- The Evolution and Development of the SapphireOne Custom Report Tool
- How To Optimise for Pagination and Printers
- Expert Tips and Comments for SapphireOne Custom Reports
- SapphireOne Custom Reports Editor
- How to Use Header and Footer Variables in SapphireOne Reports
- How to Create Custom SapphireOne Reports
- Summary of the Reports Editor Main Menu
- How to Use the SapphireOne Custom Reports Test Menu
- Import updated ATO Tax Scales
- A Guide to SapphireOne Unique Terminology
- Sapphire Assistant – Internal
- Assistant Testing-1
- Modes Menu
- Transfers
- Custom Web Pack Overview
- Moveit Consignment
- Inventory Find
- Stock Count
- Builds
- Invoice Printing
- Bay Movement
- Orders
- Build Order Item
- Arrivals
- Pick Checking
- Picking
- Manifest
- Scan Consignment Label
- Toll Priority
- Stock Count
- Inventory Find
- Inventory Locator
- Inventory Analysis
- Product List
- Re-Order
- Labels
- History Order
- History Quote
- Arrivals
- Transfers
- Bay Movement
- Builds
- Picking
- Checking
- Scan Consignment Label
- Action
- Invoice Search
- Manifest
- Vehicle Tracking
- Reports
- Client List
- Debtors
- Visitor
- Release Notes – 2024
- Sapphire Gateway II Summary
- Sapphire Gateway II Tables
- Sapphire Gateways
- Sapphire Gateway II Automation
- Sapphire Gateway II Templates
- Sapphire Gateway III
- The SapphireOne Information Report
- SapphireOne Support Process
- Custom Functionality
- Hardware and Infrastructure
- Considering SapphireOne
- Request for Proposal (RFP) Process
- Implementation Process
- Preparing for Implementation
- SapphireOne Custom Programming
- Migration from Legacy Systems
- Establishing Integrations
- Hardware and Infrastructure Implementation
- SapphireOne First-Time Operation
- Understanding SapphireOne Application Versions
- Installing SapphireOne
- Downloading Applications and Revisions
- Data File – Maintenance
- Sandbox Testing in SapphireOne
- Updating SapphireOne
- SapphireOne Server Maintenance
- Data File – Backup, Restore and Archive
- SapphireOne Email Configuration
- Trademark
- Administrative Task Checklist
- Troubleshooting Data File Complications
- Resolving Installation Issues
- Error and Status Code Glossary
- Troubleshooting Performance Constraints
- Resolving Connectivity Issues
- How to Generate Client Refund ABA Files
- SapphireOne Web Pack Configuration
- Fix100%Alloc
- Change ID
- Bay Import
- Bay Fix
- SapphireOne User Implementation Course
- Checking All Historical Account Transactions
- Checking All Historical Account Transaction Lines
- Viewing Historical Bank Reconciliation Transactions
- Set Up and Add a New Client
- Create a Client Invoice
- Create a Client Receipt
- Create a Client Credit
- Create a Client Journal
- Set Up and Add a New Client Class
- Post Any Transaction Type (CI, CC, CR, CJ)
- Allocate Client Receipt and Client Credit Transactions
- View and Generate Client Ageing Reports
- Set Up and Add a New Vendor
- Create a Vendor Invoice
- Create a Vendor Payment
- Create a Vendor Credit
- Create a Vendor Journal
- Set Up and Add a New Vendor Class
- Create and Process a Vendor Payment
- Post Any Transaction Type (VI, VC, VP, VJ)
- Allocate Vendor Payment and Vendor Credit Transactions
- View and Send Vendor Ageing Reports
- View and Send Vendor Statements
- Set Up a General Ledger Account
- Set Up a General Ledger Class
- Set Up an FX General Ledger Account
- Create a General Ledger Journal
- Post a General Ledger Journal Transaction
- Perform a Bank Reconciliation
- Perform a Bank Sync
- Generate Trial Balance, Income Statement, and Balance Sheet Reports
- Generate Trial Balance, Income Statement, and Balance Sheet Reports for FX GL Accounts
- Creating a Sales Quote
- Creating a Sales Order
- Creating a Sales Invoice
- Creating a Sales Credit
- Converting a QCI to an OCI or SCI
- Setting Up Sales Representatives and Carriers
- Processing Back Orders
- Posting Inventory Transactions (Invoices)
- Printing and Sending Invoices to Clients
- Set Up Employee Records
- Generate and Review Roster Reports
- Generate and Review Payment Summaries for Single Touch Payroll (STP)
- Define and manage Employee Allowances
- Define and Manage Employee Classes
- Define and Manage Employee Departments
- Set up Award Entitlements for Employees
- Define and Manage Allowance Classes
- Manage Working Transactions for Payroll
- Initiate a New Pay Run
- Execute a Pay Run
- Adjust Superannuation Contributions
- Process EFT Payroll Payments
- Generate and Distribute Pay Slips
- Review Historical Payroll Data
- Review Historical Employee Transaction Lines
- Review Pay Run Logs and Single Touch Payroll (STP) Submissions
- Review Pay Slip Summaries
- Generate and Review Superannuation Reports
- Manage Resource Time Sheets
- Create and Review Employee Resource ID’s
Knowledge Base categories