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.

Documents for Tax Return you need to file

Documents you need to file a tax return

Tax can be stressful and with the end of year tax return approaching fast, it’s best to start planning to avoid the headache. Your tax return reveals insights on how your business is performing. Decisions can be made on investments opportunities, where you can cut costs and opportunities arising to maximise profits.  Super, GST and ATO reporting are all part of your tax obligations, so what documents for tax return do you need to make sure are lodged properly? 

6 requirements of your business tax return

Not every business will have same requirements. Here are a few fundamentals that need to be calculated, and documents for tax return that are necessary to lodge a successful one. 

BAS and PAYG reporting

Have you been lodging your Business Activity Statement BAS, via SBR2 Pay-As-You-Go PAYG and superannuation throughout the year? Single Touch Payroll STP also became mandatory on the 1st July 2018 for companies with over 20 employees as the new way of paying wages. Your BAS reporting should be monthly or quarterly and its important they are accurate and efficient. 

Expense tracking

When it comes to expense tracking, make sure your data is up-to-date and categorised. This will make it easier to quickly determine your profit and loss. You should be keeping track of stock, inventory of products or parts so you can calculate cost of goods sold. 

Income Tracking

Your cash flow has to be accurately represented even if it’s a negative. It’s also important to know whether your company is using accrual (products or services are invoiced to a customer) or cash-basis accounting. The type of accounting you use will determine which recent transactions count as income for the current year and which are saved for next year’s taxes.

Separate Personal & Business Expenses

Expenses need to be categorised and separated as business or personal. Ideally, you’d want to have a separate business account, but if you don’t, this is incredibly important.

Deductions

Deductions such as mileage, travel, clothing and home office should be tracked throughout the year and claimed in your return.  Capital expenses like machinery can be depreciated over a longer period of time.

Reporting

You should have available the right data at the right time. Year-to-date (YTD) reports, payment summaries, turnover, Profit & Loss Balance Sheets, liabilities and more. With comprehensive reports you can focus on and remove bad debts, prepare and lodge for the ATO, and stay on top of your obligations.

If this seems a little overwhelming and your growing in size, it might be time to look at investing in accounting software. SapphireOne Accounting Software saves you time by automating processes and prefilling statements for the ATO. SapphireOne’s secure connection is complaint and ensures lodging of BAS, payroll, super and tax is fast and accurate. Your end of year business tax return can be calculated after generating reports with all the necessary financial information from your one data file. 

For more information on the capabilities SapphireOne ERP, CRM, DMS, Accounting Software application and how we can help you at tax time click here, request a demo or contact us.

7 alarm bells you’ve outgrown your business accounting system

Most businesses in the past have made the decision to invest in a business accounting system. Whether it was 5, 10 or even longer years ago, this was considered to be a large investment. Financial information and your accounting software, either managed by yourself, through an accountant or bookkeeper, was the core of your business. 

But as your business grows, are your needs becoming more complex to accommodate the ever-changing market savvy environment? Are simple additional applications like Excel for spreadsheets, Outlook for calendar to manage contacts becoming cumbersome? Do you feel your accounting software is struggling to keep up and holding you back?

If this is you, here are the seven signs it’s time to change: 

1. Increased manual activities and paperwork

Are your employees spending too much time entering data twice and sorting through paperwork? This starts distracting you from growing your business as more customer relationships and employees end up equating to increased re-keying of data into the accounting software.

2. Lack of data integration

Do you need to call specific people within your organisation to obtain information? This is a big issue when your business accounting system doesn’t integrate and managers can’t see across the organisation’s operations. Your accounting software needs to give you a much needed 360’ view of your accounts, warehouse, inventory, payroll and CRM.

3. Limited customer relationships

Are you finding your customer relationships and experiences need to evolve to include marketing and online sales? eCommerce sites with live product information and sales from websites have to connect to a centralised customer database. Accounting software isn’t as complex as an ERP system to handle your finances, purchasing, inventory, sales and marketing in one.

4. Limited mobile capabilities

Can your employees access your business accounting system offline? Working 9-5 in the office has changed, the demand for mobile capabilities to do the job anywhere, anytime, on any device is becoming more prevalent. 

5. Inadequate reporting

Is the template-based reporting functionality limiting? Are you creating reports in Excel to generate them the way you would like? As a business grows the need emerges for sophisticated, comprehensive, customisable and easy to interpret reports that show what’s impacting your business. 

6. Working outside your system

Is more and more accounting work occurring in Excel or other applications than your business accounting system? Accessing other systems to see your financial data and information, or to do your job, is not putting your time to best use.

7. Performance issues

Is your system software or hardware not the latest upgrade and providing sluggish performance? Heavier demands resulting from increased data and users makes the system slow and can result in corrupt or frozen data during processing.

If you said yes to any or all of the above points, it’s time to look at a new business accounting system like SapphireOne ERP, CRM, DMS and Business Accounting Application.  

Integration is a critical component in getting the most out of your ERP system. When there is a strong integration between different areas of your business, errors can be reduced, productivity increased, and your ERP can generate more timely and accurate information for management.  

Click here for a demo or quote or to contact one of our friendly consultants. 

Batch Payment Processing simplifies workload

Batch payment processing allows multiple bills to be paid in SapphireOne

Batch payment processing in SapphireOne or bulk vendor payments allows multiple invoices to be paid to single or multiple vendors in one transaction. This ensures you spend less time on business administrative tasks by bundling bills together and scheduling payments. Payments are based on outstanding creditor invoices, with the key task selecting which invoices are to be paid.  Save time, money and reduce human errors in a few easy steps.

How to Create Batch Payment Processing in SapphireOne

There are different options available, the video below demonstrates one.

Step 1 

To allocate payments:

  • Go to Payables menu in top tool bar
  • Under Process go to Payments
  • In Process Payments tick “Create Payments” box and select By Transaction
  • Tick “Print Payments” and OK
  • In the Bank Account screen, select account then OK
  • In Process Payments screen, in the top tool bar Under Selection drop down menu, select “Due for Payment by date”
  • In the Request screen, enter the date
  • Tick the ones you would like to allocate then click on the Process button

Step 2

Creating Payment:

  • List of Bank Accounts for payment- choose your account again
  • In Transactions Reports- choose printer
  • Report Type- Remittance
  • Report Method- ABA file for EFT
  • Click on Print
  • In Payments screen- mark the ones you like to generate payments and hit Continue
  • In the Posting screen select “Update Internal Ref with payment number” then click continue
  • Check company information
  • Save Document screen- select where and name
  • Tick the next screens yes- Are you sure, Do you want EFT payments to be on bank req
  • In the Request screen record the EFT Internal Reference batch number


Click for more information regarding improvements and features within the latest release of SapphireOne ERP, CRM, DMS and Business Accounting Software Application. Alternatively, contact our office on (02) 8362 4500 or request a demo.

How WooCommerce and Accounting Software helps business owners

WooCommerce is one of the most downloaded WordPress plugins, providing businesses with a free and easy way to create an online web store. But maintaining accurate accounts, and keeping records of your business transaction manually, can be tedious and allows for human errors. A priority should be focused on getting the customer orders processed quickly and thoroughly.  The integration of accounting software saves you time as no longer dealing with spreadsheets and inventory management. Invest in other important activities like growing your business. WooCommerce and accounting software ensures your e-commerce front-end is combined with back office functionality.

The benefits of WooCommerce and SapphireOne ERP, CRM, Business Accounting Software integration

SapphireOne accounting software helps e-commerce owners record accounting transactions and manage payable and receivable accounts. This eliminates the problem of keeping separate financial and cost-accounting records. Managing your inventory is easy with the continual flow of information between the two. With SapphireOne integration manual work is reduced by automating processes. This in turn saves on operational costs and allows your business to grow. 

Automation of data entries

SapphireOne CRM and accounting software stores product availability and pricing. WooCommerce needs this information for all online and offline sales. Order management process, not just synchronising orders, is automated so eliminates the need of extracting data from WooCommerce. This saves time and money and also reduces data errors.

Removal of manual checking 

Synchronising WooCommerce order transactions and available stock is essential. SapphireOne processes the relationship between orders and stock, such as sending business alerts when levels are breached and triggers purchase orders for approval and processing.

Smart BI Dashboard and reporting

In SapphireOne you have a 360° view, in real-time, of all incoming sales, stock levels and online store performance and statistics. Customised reports allow you to identify any areas of concern and react swiftly to rectify any problems.

Improve customer service 

Order status and tracking information are other essential elements that need to be managed in WooCommerce. SapphireOne identifies and sends the details to WooCommerce of your orders and invoicing. It also checks the status, tracking numbers and delivery details. If the order has not been delivered for any reason it will notify WooCommerce helping to improve your customer service. SapphireOne CRM will identify when a product has been purchased via the WooCommerce online store, process the order and can follow up with some targeted marketing campaigns.

SapphireOne Accounting Software and WooCommerce- Read More

Click for more information regarding improvements and features within the latest release of SapphireOne ERP, CRM, DMS and Business Accounting Software Application. Alternatively, contact our office on (02) 8362 4500 or request a demo.