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Sage 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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How to process an Intercompany Bank Transfer in Sage X3 If you are managing more than one company in Sage X3 there may be times when you may need to transfer funds between bank accounts that belong to different companies. The following setup and .
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There may be instances that a user will need to know what version and patch are installed on their Sage X3. This information is used to lookup documented information and at sometimes to check eligibility for applying other updates/patches.
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In today's digital world, most transactions are processed using credit cards and we've previously covered how to refund a credit card transaction in Sage X3. Often times for very large transactions the limit on a credit card is too low to cover the .
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