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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 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.

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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 .

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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. 

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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 .

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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 .

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Tagged With: Sage X3, How-To

How to Create Recurring Supplier Invoices in Sage X3

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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Tagged With: Sage X3, How-To

How to Setup a Default Site for Users in Sage X3

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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Tagged With: Sage X3, How-To

How to process an Intercompany Bank Transfer in Sage X3

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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Tagged With: Sage X3, How-To

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