Journal is the only menu in the Data Entry - General Ledger. A Journal is used to make adjustments to GL accounts.
A Journal number is allocated by SapphireOne and the rest is similar to client and vendor data entry screens. This function also has additional Pages that are identical to those in a Client and Vendor Invoice - Custom, Action, Documents and Workflow.
When creating a new Journal Entry:
FEATURE ALSO AVAILABLE in Accounts, Inventory and Job Projects.
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.
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 Money Receipt is saved. The system automatically checks that each transaction entry is complete and balanced before allowing to save.
To Set up Rules Level Organisational Chart:
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
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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