SapphireOne Accounts Receivables Report Tutorial: The Client Details Report
December 11, 2020 12:00 pm | by John Adams
Creating an Accounts Receivables Client Details Report in SapphireOne
SapphireOnes Accounts Receivables Report functionality allows you to produce a variety of reports based on templates that have been designed in SapphireOne.
The Accounts Receivables reporting functionality includes six different types of reporting options, these are:
- Details
- Balances
- Transactions
- Statements
- Show Reports
- Dashboards
Each Accounts Receivables report allows you to report dynamically on multiple client data fields for a variety of purposes.
The aim of the Accounts Receivables Reporting Tutorials is to take you through each of the six reports, so you can learn how to create and when to use each report, and stay up-to-date on all SapphireOne’s reporting capabilities.
The Client Details Report
The first of the Accounts Receivables reporting options in SapphireOne is the Client Details Report.
The Client Details Report gives you the ability to report on your clients contact details using a variety of defined data fields. You have the option to choose from 9 reporting types, each allowing you to generate reports on different client contact information.
When selecting the Client Details Report, you are presented with a print dialog pop-up enabling the selection of items required in the report. You have the option to select which Detail you would like to report on from a variety of reporting types.
Below is an overview of each Client Details Report Type, and what each report can be used for:
- One Liner – This is a simple report showing ID, Name, Contact, Position and Phone details.
- Two Liner – This report expands on the above report with additional Contact details for the nominated Client.
- Four Liner – This report expands again on the Two Liner and gives Postal and Physical Address details.
- Full Details – This report gives ALL details about each Client. There are two to a page unless there are too many notes or keywords for a Client.
- Address Details – This report gives details of the Multiple Addresses set up for each of the clients.
- Pricing – This report includes Price Book Information.
- Pricing Full Details – This report includes Price Book information and Client information.
- Direct Print – This report allows for the use of Direct Print layout as set up in Utilities. Within SapphireOne you can navigate to Utilities/Controls/Direct Print Layouts to define this.
- Direct Print 2 – This report allows for the use of another Direct Print layout option as set up in Utilities. Within SapphireOne you can navigate to Utilities/Controls/Direct Print Layouts to define this.
In the Report Selection menu drop-down, you can select the All Records option to print details for all Clients instead of only the Active Only Clients.
Once you have chosen your defined report details, and selected Print, you have the option to open the report as a PDF or print the report directly from SapphireOne.
Any questions?
Stay tuned for the next blog post in our next Accounts Receivables Reporting Tutorials, where we dig into the Balances Report.
For more information on Accounts Receivables Reports, or to find out how you can get more out of your SapphireOne application, please contact us or book a call with a member of our Support Team. We love hearing from you!
5 Genius Business Ideas to Inspire You to Become Your Own Boss
April 16, 2018 11:00 am | by John Adams
This is the age of innovation and start-ups. If you have excellent business ideas you may be flooded with offers of financial backing that you can’t resist. It could be the time to realise your dream.
Some people have ideas but no money. Some people have money but no idea of what they should do or where to invest their money.
If you have an idea you can attend some business courses or innovation workshops.
Learn how to turn your business ideas into your dream and become an entrepreneur. Here are some industries that may be helpful.
Gaming Business
The Gaming industry is huge, thousands of new games are introduced into the market every year. The ones that provide maximum entertainment thrive in this competitive market. Technological advancements are playing a key role in the gaming industry. If you have business ideas on gaming, you have to be creative and up to date with the latest developments. You also need to be aware of what your competitors are doing. It requires a lot of time and money to bring a new game into the market, so you will need to find financial backing first.
Environmentally Friendly Products
Products that are environmentally friendly, recyclable and solar energy products are gaining importance these days. People are slowly realising the importance of a sustainable environment. There are many products that have a negative effect on the environment. Plastics in the ocean, toxic pollution from industries etc to name a few. So creating products that are environmentally friendly by using sustainable raw materials, and are efficiently manufactured will be vitally important in the future.
Health & Wellness
People are becoming more health conscious every day. If you can introduce a new product that has a positive impact on their health, it will likely be a success. Fitness clothing, apps, equipment, health food etc. have become a huge industry. Promote your business online and try to reach the maximum audience. Make use of the cost effective digital marketing and sales and soon you will be up and running with your own business.
Go Digital
Going online is an economical way to start your own business. You don’t have all the initial expenses to set up a shop or pay rent for a premises. You can easily start up your small online business. Afterwards because your business is online, your market can be international. This will allow you no time increase your sales exponentially.
Animal Care Services
The pet industry is growing at an immense rate. Pet lovers have increasing needs and are creating a whole new market, encouraging business people to come up with new and better products and services for pets. There are an increasing variety of pets who have different dietary requirements, needs and other services i.e. pet grooming, walking, pet minding and vacation accommodation. Animal lovers are spending huge amounts of money for these products and services. If you can create a unique product or service for the pet industry, you will be sure to have a profitable business.
For a sneak peek at the full capabilities ERP, CRM, Accounting Software, Human Resources, Payroll, Assets and Document Management, check out SapphireOne and request a live demo, it is everything you’ll ever need to make your company management a success.
Business Accounting Tips for successful Small Business to Mid-size Start-ups
February 27, 2018 2:14 pm | by John Adams
With the availability of resources and technology, entrepreneurs today are finding it easy to realize their ‘start-up’ dreams. Governments and funding companies also welcome the entrepreneurs who have a unique idea and a definite plan backing that idea. Every city wants to become a ‘start-up’ hub these days, it is the ‘Golden Age’ of company.
Business Accounting tips is an important component that contributes to the success of an association, many of which failed because they didn’t manage their accounts properly. With the easy availability of resources, corporation tend to ignore the accounts in the initial stages, this could become a burden to manage the company’s financial health in the later stages. For your business to succeed from small scale to mid-size businee, you need to keep your financial records organized and updated. Following these accounting tips will help you in successfully managing your Small Business or Mid-size Startup.
Business Accounting Tips
- Accrual Business Accounting or Cash Accounting
Using Accrual accounting you can track your transactions real-time and can estimate the present financial health of the company. Using Cash accounting, ATO reporting will be updated only after sending or receiving the payments, inventory etc. Use the help of a financial professional on which method to be adopted and which system better supports your business goals. - Paper or Digital
Digital accounting has taken over the age-old account books and records. Companies are encouraged to go digital thereby saving paper and the environment. Follow the reviews of the available vendors before buying the software if you are going digital. - Documentation
Whether you choose paper or digital transactions, you need to maintain your documents in good order, this can be done by using a reliable Document Management System. It helps to manage all your digital documents which you can retrieve whenever required. Documents of financial performance, profit and loss statements, budgeting etc. are of critical importance to the success of the organisation. - Inventory Management
Manage your inventory using location and bay management, record daily production, adjust stock levels. Invoicing is an easy affair now using SapphireOne accounting software. - Cut Unnecessary Expenses
Reduce unnecessary expenses related to training, paper, maintenance and unnecessary audits using an effective and user-friendly SapphireOne accounting software. - Integration
Integration of business accounting tips with CRM software will help in the smooth flow of business.
For a sneak peek at the full capabilities ERP, CRM, Accounting Software, Human Resources, Payroll, Assets and Document Management, check out SapphireOne and request a live demo, it is everything you’ll ever need to make your company management a success.