RKL eSolutions Blog Trends and Insights

LeeAnn Segan

LeeAnn Segan
LeeAnn Segan is an ERP Support Specialist with RKL eSolutions LLP. She supports Sage 500 ERP and Sage X3. LeeAnn specializes in the financial and distribution modules. Her background includes managing distribution and warehousing for ecommerce based companies. When not working, LeeAnn enjoys working out, volunteering with groups that support special needs, and spending time at the beach with family and friends.

Recent Posts

How to Setup X3 to track the new Colorado Retail Delivery Fee

Beginning July 1st, 2022 Colorado will impose a $0.27 retail delivery fee on all deliveries by motor vehicle to a location in Colorado. The fee is per order and applies if there is any taxable item in the order. Wholesale or other exempt sales are ...

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Tagged With: Sales Tax, Sage X3, How-To

How to Add a Single Report to a Sage X3 Module and Bookmark it as a Favorite Item

As a user in Sage X3, you may have to run specific reports as part of your daily routine. Setting up a report as a single item for a particular module can help improve work flow and minimize any confusion you may have on which report to run.

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Tagged With: Sage X3, How-To

How to Setup and Use an Early Settlement Discount for Customers in Sage X3

Wanting to show a little appreciation or provide an incentive for your customers who always pay their invoices early with a discount encourages good relationships between you and your clients. In this blog, we will show you step-by-step how to setup ...

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Tagged With: Sage X3, How-To

How to Unapply Credits from a Posted Invoice in Accounts Receivable

Has this ever happened to you? You're working on multiple invoices and realize that you applied a credit to the wrong invoice. Don't worry, it's nothing to sweat over. In Release 3  of Sage Intacct 2021 (not to be mistaken with the current release ...

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Tagged With: Sage Intacct, How-To

How to Add the 'Free Reference' Field to the Entries Inquiry

The Entries Inquiry is a great reporting tool to identify any General Ledger entries that have been posted in Sage X3. The free reference field is used to display additional information on a GL journal entry. Adding this field to the Entries Inquiry ...

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Tagged With: Sage X3, How-To

Prepare for Changes to 1099 Reporting in Sage X3

  Changes to 1099 filing process for non-employee compensations The Department of Treasury has changed the 1099 filing process for non-employee compensations. For 2020 there is a change to the 1099 reporting requirements. All payments previously ...

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Tagged With: Sage X3

How to Setup Pop up Informational Message or Notes during Data Entry for Specific Customers in Sage X3 ERP Version 12

During data entry users may need to be informed of specific rules or notes pertaining to the customer on the order.

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How to Setup a Default Payment Approval Status When Entering Supplier Invoice in Sage X3

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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