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When you enter a Supplier Invoice there a Pay Approval selection box on the Header of the record. Only when the Invoice is marked as “Authorized to Pay” can it be selected by the Payment Proposal function. By following the steps below you can setup .
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Reversing journal entries are made at the beginning of an accounting period. Their purpose is to reverse or cancel out an adjusting GL Journal entry that was made at the end of the previous accounting period.
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Sage ERP X3 includes a matching process that allows automatic linking of a purchase receipt or purchase order to the associated invoice. This can assist users with reconciling their RNI GL Account. The steps below will walk through how to setup and .
Continue readingSage X3 Version 12 added an enhancement which helps provide additional auditing information regarding the origin of a GL journal entry.
Continue readingDuring payment and receipt entry a user may utilize the check number field for tracking and auditing purposes. This field is controlled by the checkbook functionality parameter in Sage X3. The ‘Check number’ field is controlled by the managed .
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In most cases a company will need to run financial reports for the current year before they have closed the previous year. During a fiscal year close new period entries are created which create the opening balances for the current year. The Year End .
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Users may have certain expenses that are made on a weekly or monthly basis such as rent. Sage X3 allows you to setup recurring invoices which lessens data entry each billing period and allows more time for other tasks. Using the steps below you can .
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To ease the data entry process and reduce risk of entry errors default sites can be setup for users. This can be accomplished using the steps below.
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