5 Ways to Increase ERP Efficiency

So how to optimise ERP efficiency. You’ve invested time and money in a system with the end goal of improving productivity. Are you getting the insights and intelligence you need to increase efficiencies?  Your ERP should be providing you real-time data at every stage from finances, sales, operations, HR and payroll. It is more than just accounting software. It enables you access to comprehensive data, automate critical processes, and customise how you deal with these workflows. All data is kept in a single, secure location which allows you to spot exactly where you’re losing money or wasting resources. 

So don’t just install your ERP system, get to know how to grow with it.

ERP Efficiency- tips to getting the most out of yours

1. Review your business processes and plan for change

Don’t use the set and forget method. Ensure you have in place an annual review of your operations. This will highlight any changes in processes and once identified, your ERP can streamline and simplify. Alternatively, if you find an area in your ERP system that is outdated, update or customise to ensure maximum efficiency. Talk to your provider, with fierce competition out there in the market they should be offering consistent upgrades and improvements. Plan to apply these updates whenever possible.

2. Ensure management is on board

One of the main benefits of ERP software is users are able to gain access to multiple areas of the business. These are from prospects to sales, payroll and HR, inventory, job projects, asset management and various data. Your management team can view organisational and individual performance to identify any areas of improvement. This real-time reporting is crucial in helping with the decision-making process of managers and ultimately becoming more productive.  

3. Know your CRM

Your ERP system should include Customer Relationship Management (CRM) software. Customer satisfaction and the way you interact with customers is essential to the success of your business. A CRM coupled with marketing will drives sales. Keep abreast of the latest marketing tools that are on offer and ensure the right data for your business is being captured. Your ERP system will manage the back-end processes and customer information once the order has been placed to reduce overall costs. 

4. Invest in ongoing software training

The ERP system is useless if your end-users don’t know how to use it. Training is vital to the success of the system. Don’t make the mistake of thinking once the initial training is complete, you don’t have to worry about it anymore. Employee turnover can lead to a large number of your staff not having the formal training required. Upgrades and improvements can lead to current employees making mistakes or not utilising the software. Work with your ERP provider to set up an ongoing training program for existing users as well as new employees.

5. Consider expanding the ERP’s functionality

Another way to add value to your current ERP system is to expand its functionality and usability through customisations, add-ons, bolt-ons, or integrations with third-party systems.  These enhancements can be integrated into your existing system to address specific business needs. Identify any functionality gaps within the current system and talk to your provider.

For more information on the latest release of SapphireOne ERP, CRM, DMS Business Accounting Softwareemail our office, call on (02) 8362 4500, or request a demo.

What are APIs and are you getting the most out of your ERP?

APIs in your ERP application- how they work together

APIs and ERP what are they? API stands for “Application Programming Interface”. They are a set of clearly defined methods of communication among various components. A good API makes it easier to develop a computer program by providing all the necessary building blocks. These in turn are assembled by the programmer. Simply put, they define the way software and programmes interact and work together.

APIs are necessary for Enterprise Resource Planning ERP applications to ensure data is accessible with other programmes and systems. This way transactions can be directly fed into your accounting, inventory, CRM, and HR software.

APIs and SapphireOne ERP– our point of difference is they are all included

It’s part of the SapphireOne ERP all-in-one solution.  We work closely with our clients and actively encourage ideas for innovation. Our programmers are happy to integrate platforms to make your working life easier. 

PayPal + SapphireOne

provides an online invoicing payment solution which connects to SapphireOne for direct feeds into your bank rec.

Tyro + SapphireOne

accepts in-store EFTPOS and eCommerce online payments and direct feeds them into SapphireOne accounts.

WooCommerce, Shopify, BigCommerce + SapphireOne

ensures your front-end online stores are combined with back office accounting functionality.

Mailchimp + SapphireOne

delivers marketing automation and an email service to keep in touch with your contacts through SapphireOne CRM.

Stripe, CyberSource + SapphireOne

accepts credit card payments on-the-go through SapphireOne and Sapphire Web Pack.

SPS Commerce + SapphireOne

gives you access to the largest network of EDI connections. 

GS1 + SapphireOne

GS1 barcoding is accepted in SapphireOne Inventory to streamline business processes such as traceability within a centralised database.

Brandscope + SapphireOne

enables you to release and buy multiple brands and ranges on the one platform whilst linking directly to your accounts and inventory.  

Splicecom + SapphireOne

maximises CRM functionality in SapphireOne with Softphone technology. 

ATO + SapphireOne

full certification and useability in Single Touch Payroll (STP), Standard Business Reporting (SBR2).

Easypost, MoveIt, Startrack + SapphireOne

order and control parcel shipping, con notes and logistics directly through SapphireOne.

Expensify + SapphireOne

tracks receipts and manages on-the-go expenses then connects to SapphireOne accounts for real-time reporting.

TANDA + SapphireOne

combines rostering, attendance and time clocks into SapphireOne Payroll for processing.

OANDA, Xe + SapphireOne

offers global currency solutions, exchange data, insights and money transfer services which are processed into SapphireOne accounts.

4D + SapphireOne 

offers the latest framework for your data management.

For more information on the latest release of SapphireOne ERP, CRM software and Business Accounting Applicationcontact our office, call on (02) 8362 4500, or request a demo.

Tyro and SapphireOne partnership – start accepting EFTPOS and eCommerce payments

Tyro and SapphireOne ERP integrate EFTPOS payments and direct feeds for automatic bank reconciliation.

SapphireOne ERP has seamlessly integrated Tyro to provide a solution that maximises both your revenue and customer satisfaction. 

Tyro provides in-store EFTPOS machines and an eCommerce online payment gateway which provides customers who use both with a single invoice, easy reconciliation and real-time reporting capabilities. SapphireOne is an all-in-one ERP, Accounting, POS, mobile retail solution. By combining the two you can manage your sales, billing and accounts within the one application. 

Get ready to experience a powerhouse retail and accounting solution without the need for double entry.

Integration with Tyro can save you time and money

By connecting SapphireOne and Tyro, you can start accepting payments anywhere, anytime.  Sit back and relax knowing your bank reconciliation updates automatically for you.

Simply register Tyro into SapphireOne as one of your till payment options and you’re ready to go! With SapphireOne, you can automate your payments and accounting in real-time without lifting a finger.

Quick and easy steps to connect Tyro and process payments in SapphireOne 


Tyro is already programmed for you free of charge into SapphireOne. Just follow the steps below to start processing your mobile payments sooner.

To connect Tyro:

In MacOS:

  • Go to Inventory Mode
  • In the top toolbar select POS
  • Click on Shops and + sign to add a new one
  • Add in a new till and select Use Tyro Merchant
  • Enter in your Tyro details and click OK.

In Windows:

  • Go to Inventory Mode
  • In the left navigator, select POS
  • Click on Shops and + sign to add a new one
  • Add in a new till and select Use Tyro Merchant
  • Enter in your Tyro details and click OK.


To start processing payments:

In MacOS:

  • Go to Inventory Mode
  • In the top toolbar select POS then Point of Sale in the drop-down menu
  • Type in your sales rep ID
  • Scan in or search for the item details you are selling
  • In the Invoice screen use F3 to display payment methods
  • Enter in the amount under card
  • Your Tyro purchase statement will display before directing you to the printing option
  • Click on send in mail to email receipt.

In Windows:

  • Go to Inventory Mode
  • In the left navigator, select POS then Point of Sale in the drop-down menu
  • Type in your sales rep ID
  • Scan in or search for the item details you are selling
  • In the Invoice screen use F3 to display payment methods
  • Enter in the amount under card
  • Your Tyro purchase statement will display before directing you to the printing option
  • Click on send in mail to email receipt.



SapphireOne and Tyro- powering together to get your revenue flowing. 

For more information regarding Tyro integration within the latest release of SapphireOne ERP, CRM software and Business Accounting Applicationcontact our office, call on (02) 8362 4500, or request a demo.

Get paid faster with PayPal and SapphireOne

PayPal and SapphireOne working together for online invoicing and payments

It’s the never-ending heartache for business owners, unpaid invoices. Not only does it affect your cash flow but staff productivity in admin and chasing up funds. With PayPal integration into SapphireOne, you can start sending online invoices with a PayPal link.

Customers can then make online payments instantly with their credit card, debit card or PayPal account. 

Start getting paid as soon as the job’s done. 

Benefits of using PayPal and SapphireOne ERP 

In a nutshell, SapphireOne ERP will efficiently manage and automate your back office functions relating to accounting, inventory, sales, customer relationships, human resources and more. PayPal provides an easy, fast and secure solution for payment of invoices online. 

For your customers, offering PayPal gives them more payment choices. The trusted and secure brand will reassure customers and encourage payment. It provides an easy and fast way to pay with the added bonus of less admin on their side. 

SapphireOne, your business engine, will automate invoice processing.  Invoices will be marked as paid, transactions of receipts and fees synced into your Bank Rec for processing. No more manual entering of data. The Sapphire Web Pack allows you to invoice on the go, to create, email invoices, and accept payments from anywhere, anytime, on any device.

Quick and easy steps to connect

We have programmed, free of charge, PayPal into SapphireOne. Follow the steps below to start seeing your money sooner.

In MacOs:

  • Go to Mode drop down and select Utilities
  • In the top toolbar select Controls
  • Click on Master Defaults
  • On the left under Utilities Mode there is now Page drop down
  • Scroll down and click on API
  • In the API screen, go to PayPal
  • Paste in your PayPal details. In Payment Sync- nominate the time for SapphireOne to sync (usually overnight), then tick the Box to include payment link on sales invoice.


In Windows:

  • Go to Mode drop down and select Utilities
  • In the left navigator select Controls
  • Click on Master Defaults
  • On the left under Utilities Mode there is now Page drop down
  • Scroll down and click on API
  • In the API screen, go to PayPal
  • Paste in your PayPal details. In Payment Sync- nominate the time for SapphireOne to sync (usually overnight), then tick the Box to include payment link on sales invoice.


SapphireOne and PayPal- powering together to get your cash flowing.

For more information, SapphireOne ERP, CRM, DMS Business Accounting Software, contact our office, call on (02) 8362 4500, or request a demo.

Single Touch Payroll Software included in SapphireOne – no need for exemptions or deferrals

Single touch payroll software in SapphireOne

SapphireOne has been certified since 1 May 2018 with clients enjoying the free Single Touch Payroll software since 1 July 2018. Submission to the ATO is fast and reliable. SapphireOne continues to deliver a seamless transition to the new payroll system.

But for the ATO there has been problems. Confusion in the market surrounding the STP system, coupled with other payroll companies incomplete integration has led to employers being unable to submit. Extensions have been applied for employers with 19 or less employees. They can start reporting any time up to 30 September 2019. Deferrals from the ATO can also be requested.

Stress-free Single Touch Payroll Software in SapphireOne

SapphireOne Single Touch Payroll submissions are compliant, fast and efficient. Clients have been effortlessly communicating with the ATO since they announced the new way of reporting.

How to submit in SapphireOne:

  • Go to Payroll Mode
  • In the top tool bar go to History, Pay Run Log / STP
  • Select the latest Pay Run and click STP Submit button in the bottom right of the screen.


NOTE: Often the ATO will not respond immediately and you will receive a message informing you of no results for the service. Close down and come back after 30-60 minutes.

Upon returning, go back into Pay Run Log and highlight the same Pay Run/ STP. Select the button – STP Get Result, located to the left of the STP Submit button. 

You may need to return the following day if there is still no result as it can take up to 72 hours to get a result from the ATO.

When the STP report has been accepted by the ATO, you will receive confirmation alert – Report Submitted Successfully.

It’s that easy.

Common errors related to STP submissions

These occur when incorrect data is entered in the employee records. Examples are date of birth, postcode or suburb are missing, or invalid Tax File Number. 

If you receive an ATO message relating to these fields, correct the data, select the Pay Run and click STP Resubmit button in the bottom right corner of the screen.

A pop-up screen will appear, tick the box – This is an Amendment.

It’s that easy.

Follow the links for more information regarding Single Touch Payroll in SapphireOne or for latest features of SapphireOne ERP, CRM, DMS and Business Accounting Software Application. Alternatively, contact our office on (02) 8362 4500 or request a demo.

Multi-Company Accounting Software- what it means for your organisation

The ability to manage multiple companies with multi-locations, operations, currencies and tax realms completely independent from each other.  These are run via a single data file which consolidates and automates financial activities. In short, you no longer have to exit out of one company’s database to work in another. Your multi-company accounting software simplifies accounts payables and spending across entities by having one platform to view and search for information.

With a single data file, single source of truth, companies can share clients, vendors and financials. This means corporate head office can view accounts from all company locations. Employees can access inventory, customer data, invoices, orders and documents etc on nominated companies from different locations and devices.

Each company can go about their business processes and the multi-company software prepares individual financials and business reports. This ensures any errors or issues that may occur within one will be separated. For group financials and all areas of the business, access can be limited to corporate head office and management to ensure security and integrity of data.

SapphireOne Built-In Free Multi-Company Software

SapphireOne Multi-Company functionality supports unlimited companies and is included within the SapphireOne ERP software. 

In all relevant data entry screens, there is the multi-company functionality. This allows you to split transactions between multiple companies and projects. The multi-company button is only visible if you have multiple companies set up in your SapphireOne data file. When selecting, the User will be directed to a new Posting screen where you can manage and allocate percentages or fixed amounts.

Step-by-Step Guide to the Simplicity of Multi-Company in SapphireOne


  • Account – is auto filled.
  • Amount – enter the amount to be allocated.
  • Loan – is a linked field or search for the loan account using the Wildcard*.

  • To split the transaction between companies or projects:

  • Add a new Record. – click on the green + button down the bottom of the screen. To delete a record, click on the – button.
  • ID – enter the multi-company ID or use the Wildcard* for a list of available Company ID’s.
  • Project – enter the Project ID or use the Wildcard* for a list of available Project ID’s.
  • Department – auto fills with Company ID number.
  • General Ledger – auto fills with the default GL or use the Wildcard* for a list of General Ledger accounts.
  • Fixed Amount – enter the amount to be allocated.
  • % – of fixed amount and auto calculated. The % can be manually changed which will change the fixed amount proportionately.
  • Notes: enter in any notes regarding the transaction.

  • Transaction Footer (highlighted in red):

  • Company or Department – displays Company and Department details or Company only.
  • 100% – allocates the remaining balance of the transaction to the lines selected.
  • Even Split – allocates the Amount equally amongst the transactions.
  • Selection – allocates the Amount equally amongst the selected transactions.

Multi-company accounting software

Wildcard* = [( @ or ? ) and TAB ]

Click for more information on Multi-Company Accounting and the free functionality in SapphireOne ERP, CRM, DMS and Business Accounting Software Application. Alternatively, contact our office on +61 2 8362 4500 or request a demo.