LeeAnn Segan
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 ...
Continue readingHow 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.
Continue readingHow 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 ...
Continue readingHow 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 ...
Continue readingHow 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 ...
Continue readingPrepare 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 readingHow 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 readingHow 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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