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

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

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

How to Create Recurring Supplier Invoices in Sage EM

Users may have certain expenses that are made on a weekly or monthly basis such as rent. Sage EM 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 .

Continue reading

How to Setup a Default Site for Users in Sage EM

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.

Continue reading

How to process an Intercompany Bank Transfer in Sage EM

How to process an Intercompany Bank Transfer in Sage EM If you are managing more than one company in Sage EM there may be times when you may need to transfer funds between bank accounts that belong to different companies. The following setup and .

Continue reading

How to see what version and patch you are using for Sage EM

There may be instances that a user will need to know what version and patch are installed on their Sage EM. This information is used to lookup documented information and at sometimes to check eligibility for applying other updates/patches.

Continue reading

How to Create and Print a Refund Check for a Customer in Sage EM

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 EM. Often times for very large transactions the limit on a credit card is too low to cover the .

Continue reading

Questions? Need Support?
Get in Touch