RKL eSolutionsBlogs

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

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 .

Continue reading
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.

Continue reading

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 .

Continue reading

How to Create a Reversing GL Journal Entry in Sage X3

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.

Continue reading
Tagged With: Sage X3, How-To

How to Setup Automatic Matching to Reconcile RNI (Received not Invoiced) in Sage X3

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 reading
Tagged With: Sage X3, How-To

How to Tell what Automatic Journal was Used for Journal Entries in Sage X3 V12

Sage X3 Version 12 added an enhancement which helps provide additional auditing information regarding the origin of a GL journal entry. 

Continue reading
Tagged With: Sage X3, How-To

How to Handle "CHQNUM [CHN]" Error when Cancelling a Payment or Receipt in Sage X3

During 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 .

Continue reading
Tagged With: Sage X3, How-To

How to Update Opening Balances using the Year End Simulation function in Sage X3

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 .

Continue reading
Tagged With: Sage X3, How-To

Questions? Need Support?
Get in Touch