Utilities
The utilities mode forms the backbone to SapphireOne Assets. It is broken into sections covering different activities.
These sections are the history menu used to retain historical information and the controls menu providing access to security controls and system details. This is also the place to transfer Assets information to SapphireOne Financials. The utilities menu is used to access these custom functions.
History Menu
Controls Menu
History Menu
Transactions/Audit Lines
These two options provide a list of all historical transactions in the database. The audit lines option is used more specifically for general ledger accounts, which would allow the user to track changes in valuation of an asset by period.
Transactions Report
The transactions report option allows the printing of historical transaction details in a pre-determined format.
History Valuation Report
The history valuation report allows the printing of detailed reports relating to the valuation of an asset. Each method is listed and a wide report can be printed. Specific periods can be selected using the ‘options’ button.
Controls Menu
User Access
This allows the creation of user details and control of their functionality including log in passwords.
System Controls/Master Defaults
Company details and defaults are maintained here with all relevant data in the various screen areas provided. These screen areas include company details, periods and control accounts.
Master default options control how and when depreciation is calculated, the format of reports, and the depreciation method which is exported to the SapphireOne Financials.
Sapphire Connection
Information may be transferred to and from SapphireOne Financials.
Period End and End of Year
These allow the user to control and monitor their periods and year ends.
Change Names
This allows the changing of the names on the custom screen in Assets.
