Client Invoice is the second drop-down in the Data Entry - Accounts Receivable Menu. By entering a valid Client ID into the invoice, client details are automatically populated from the Client Master File.
The Client Invoice is the transaction area for recording client details. The remaining Data Entry screens throughout SapphireOne are in the same format, with the exception of a couple of additional tabs in the Information Tab Area.
Prices or discounts are set up in the Client Master File or Price Book.
This area is used to display extra information about the current entry. It should be pointed out that you may only view information here and not alter it.
Click on the Information Tabs to select the details you would like displayed. The Information Tabs change automatically for the different transactions being viewed.
Standing Transactions are used to set up recurring transactions and controls how often the record is to be created for each period.
A standing transaction must be given a start date and a finish date.
This is where the user either enters or modifies the details on a line by line basis. This section can only be modified by clicking on the green and in the bottom right-hand side of the screen. is to add a new record and to delete a record or line.
The information bar along the bottom provides for easy checking of the critical details of a transaction. The out of Balance amount must equal 0.00.
When the Out of Balance is 0.00, the Save button will activate in the top tool bar. A blue arrow will also be displayed which denotes next record.
The transaction can be saved by-
• Clicking on the green tick.
• Clicking on the blue arrow.
• Hitting the ENTER key on the keypad.
A new Data Entry screen will appear once the Client Invoice is saved.
How to set up Rules Level in the Organisational Chart:
How to name the respective Tag headings:
All of the field headings in these two areas may be re-named by going to: Utilities \ Controls \ Change Names
All of the field headings in these two areas may be re-named by going to: Accounts \ Receivables \ Client Invoice \ Receipt Page
There is a available enabling you to quickly view and alter all actions currently in the system. This may be found under the Inquiries Pallet on the main toolbar.
It has been placed there as it is quickly available from all areas in the program. Items from the pallet menu open in addition to the function you already have opened. The Inquiries Icon for the Pallet may be seen to the right.
In SapphireOne Utilities mode, Workflow rules can be set-up that require approvals from certain users or groups. This ensures consistency and control throughout your company with clearly defined, system-guided processes.
Users those are allowed to approve work flow actions there will be icon displayed at the right-hand end of the tool bar as seen in this screenshot to the right. When they click on this icon the system will display a pop up with the message as seen below which will indicate how many work flow transactions that there are requiring their attention for processing.
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