SapphireOne’s document management system provides users with the ability to easily manage their attached documents. Alternatively, the user can also select the Plus button to select a document to upload from the local computer. If SapphireOne detects that the document name already exists, a pop-up will be displayed alerting the user. Alternatively, the user can also select the This streamlined process saves time and effort and makes it easier to manage your important files and documents within SapphireOne. To use this feature, simply drag a document from your local computer into the Document List screen and it will be attached automatically. SapphireOne also provides users with the convenient Drag & Drop functionality to attach documents. How to Attach Documents Using SapphireOne Paperclip With the ability to store an unlimited number of documents for an indefinite amount of time, the system provides users with a comprehensive and efficient solution for managing all their important files and documents. SapphireOne’s Document Management System is highly versatile and can accommodate a wide range of document types, including Adobe Acrobat, spreadsheets, word processing documents, photo files, JPEGs, CSV files, HEIFs, and MP4 files. Additionally, the word “Items” is preceded by the number of attached documents, providing a clear and concise representation of the current status. A red paper clip indicates that there are no documents currently attached to the transaction or record, while a green paper clip indicates the presence of one or more attached documents. The color of the paper clip serves as a visual indicator of the status of the attached documents. The system also includes a dedicated page for managing documents related to a specific transaction or record, providing robust version control of the attached documents. This enables users to attach relevant documents or files to every transaction or record. The SapphireOne Document Management System (DMS) features a convenient Paper Clip button on all data entry and inquiry screens. Paperclip Management Saves Time with Easy File Attachment Document Paperclip – Scan and attach any documents relating to the Vendor Journal.Memo – Enter any notes to assist with inquiries in the future.Transactions for the period are complete). Some Periods may not appear on the list as they may be locked (i.e.To select a different period, click on the underlined Period for a pop-up period list.Period – SapphireOne Accounting Software will automatically enter in the current Period or the Period relating to the manual Date you entered.To select an alternative date, click on the underlined Date In for a pop-up calendar or manually type in the date. Date In – SapphireOne Accounting Software will automatically enter in today’s date.Total – Enter the Total Cost of the transaction including Tax.There is also the option to over type with your unique ID code if required. Journal No – The sequentially generated number which you can elect to have a suffix or preference specified in Master Defaults.Ext Ref – External reference is an additional field to record any reference that the Vendor may provide. How to enter Vendor Journal details in the Transaction area:
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |