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.

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.

Fringe Benefits and Super with Single Touch Payroll (STP)

Fringe Benefits and Super with STP

All Not For Profit organisations reporting through Single Touch Payroll (STP), can choose how they would like to report fringe benefits amount (RFBA) and employer super contributions (RESC). These fringe benefits are reportable if the total taxable value exceeds the threshold set by the ATO.

There are two options available through STP:

OPTION 1– If you choose to provide your employee’s RFBA and RESC amounts at each payroll or update event, you’ll need to include the amount for each pay run event and amounts for each subsequent payroll event, even if the amounts remain the same.

If you choose to provide your employee’s RFBA and RESC amounts at each payroll or update event, you’ll need to include the amount for each pay run event and amounts for each subsequent payroll event, even if the amounts remain the same.

OPTION 2- You can choose to provide RFBA and RESC amounts through an update event as part of the finalisation process at the end of the financial year.

Payment summaries

If you have chosen not to provide RFBA and RESC amounts through STP, you’ll need to:

  • provide employees with this information on a payment summary
  • submit a Payment summary annual report to ATO.

How to report fringe benefits and super with STP

If you use Single Touch Payroll (STP), your end-of-year reporting may be different for recording your employee’s:

  • reportable fringe benefits amount (RFBA)
  • reportable employer super contributions (RESC).


Where year-to-date RFBA and RESC are provided through a payroll or update event during the year, you’ll need to report these amounts for each following payroll event, even if the amounts remain the same.

Alternatively, you may report these amounts through an update event as part of the finalisation process at the end of the financial year.

Guides from the ATO


For more information on the benefits of an ERP System in simplifying the STP reporting process –  SapphireOne ERP, CRM, DMS and Business Accounting Software Application. Alternatively, contact our office on (02) 8362 4500 or request a demo.

SapphireOne Community- a new platform to learn, share and connect

SapphireOne Community a central place to learn, share and connect

IT’S ARRIVED! SapphireOne would like to introduce a new resource for you called SapphireOne Community. This is a central place where our clients and users can access the latest guides, interactive manuals and step-by-step videos of our SapphireOne application. 

It’s a great place to share, connect and ask questions on your ERP Accounting needs.

What to expect in SapphireOne Community

New features, release notes and latest versions will be listed on this Community platform to keep you ahead of changes. 

To launch, we have been working on the Accounts Mode. Take a look at the easy to follow, intuitive overviews with tips and shortcuts that are bound to ensure working with SapphireOne is faster and more productive.

What’s to come- the rest of SapphireOne guides and videos on our 8 modes. These include Inventory, Job Projects, Payroll/HR, Assets Management, Management, Utilities and Workbook. Web Pack, Market Pack, Web POS and Release Notes will also be featured in detail giving you, the user a simplified way of learning.

Can’t find the information you need? Take a look at our Frequently Asked Questions (FAQ). Prefer to speak to one of the team?  Fill in our form and we’ll be in touch. 

The best part of Community- it’s online, allowing you access 24/7 on any device!

Discover now SapphireOne Community

Accounts Receivable Money Receipt in SapphireOne Community

In the meantime, rest assured our manuals are still available on the FTP server until the content is transferred into our Community site. The manuals are continuously updated with new and exciting features and are a tremendous guide for training and reference purposes.   

To access the manuals, go to FileZilla, connect, then click on the Public Folder. In the SapphireOne Manuals folder you will find a list of the current versions. Highlight and drag the manual you would like to transfer to your desktop.

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.

Workflow software manages your business processes to achieve greater efficiencies

Workflow software to manage your business processes

Workflow software is critical for growing businesses as tasks become more planned and repetitive. Simply put, workflow rules define what you do and organises resources so others are able to perform the same function in the same way. This ensures all team members have the right information so they can do their jobs correctly, and the right people can make informed decisions. 

SapphireOne Workflow software simplifies automation with triggers of approvals and alerts

SapphireOne workflow software allows you to create a trigger in the form of an event or date, then tailor alerts by these events. Once these have been defined you can build an approval rule based on your company processes and notification needs.

In SapphireOne Utilities mode, unlimited 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. 

How to set up a workflow rule:

  • Go to Mode in the top left of the screen
  • Select Utilities in the drop-down menu
  • In the top tool bar go to Controls
  • Select Workflow Rules

SapphireOne toolbar
  • In the Workflow Rules Inquiry Screen
  • Add a record by clicking on the + blue sign on the top tool bar

A New Workflow Rules screen will appear-

  • Name the Workflow
  • Enter your Company and/or Department
  • Select Transaction type from the drop-down menu. Each transaction type will require a separate rule to be created.
  • Select the particular rule to be applied form the Rules Trigger drop-down menu.
  • Once the selected rule is broken the system will enforce the workflow function to become active and raise the WF (Workflow) error.

The WF error will only appear when you post a transaction. It will not show when you create or modify.

Rule Triggers:

  • New, Modify and Delete Transaction will raise a WF error if Users try to Create a New Transaction, Modify or Delete a transaction.
  • Transactions above $ and Transaction Sales under average cost, will raise a WF error if Users create a transaction that is above a certain $ value or under the average cost for an item.
  • Transaction for client over their credit limit or on credit stop will raise a WF error when Users create a transaction on either of these.
  • Transaction Sales with a negative stock will raise the WF error if Users create transactions that will take inventory into negative.
  • Leave Request, Tracking Notes and Bank Details will raise a Workflow for approvals and alerts.


Now that we have created a rule for a transaction, we have to select to what users it is to be applied.

This is created in the FLOW section.

  • To enter a new Workflow- select the green + button in the top right-hand corner. Green – button will delete the currently highlighted item. You can add as many Approvals as necessary.
  • Type- select Approve or Notify in the drop-down menu.
  • Number- Add in sequential order.
  • Underneath in Type- select a particular User, a Level of user, or to the User who started the transaction (Creator) in the drop-down menu. Type in User Initials. If you would like to select by Level- refer to notes below.
  • On the right, tick the type or types of Authorisation required. The Authorisation Required checkbox is crucial. If ticked as seen above the system will enforce the WF error. If it is not ticked the system will allow the user to create and save transactions as listed without an WF error as normal.

Selecting by Level- How to set up Organisational Chart.

  • Go to Utilities Mode, Controls, Organisational Chart
  • Add or Remove Levels using the Buttons provided

Organisational chart in SapphireOne

Checking Workflow Rules:

The blue icon displayed in the right-hand of your computer tool bar will notify of Workflows

Notification menu

A pop up will occur with a message as seen below to indicate how many work flow transactions there are requiring attention for processing.

Pop up notifications in SapphireOne


More information on SapphireOne Utilities Mode and Controls


Click for more information regarding 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.