RKL eSolutions Blog Trends and Insights

How 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 ...

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Tagged With: Sage X3, How-To

How to Void a Check Written from a Legacy System

When converting or migrating to Sage Intacct, checks written in your legacy system that were not cleared through your bank reconciliation before you went live might need to be voided. We put together this scenario so that we can walk you through the ...

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Tagged With: Sage Intacct, How-To

How to Track Your Collections with Sage Intacct

Are you having a hard time tracking collections? Here are some tips that can be used with Standard Intacct—no add-on module required.

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Tagged With: Sage Intacct, How-To

How To Add a Custom Selector for the Screen Field

There may be times when you want to add a pop-up window to select a field for a screen. Sometimes this can be handled automatically if the field is a standard X3 object field (i.e. when selecting a product with a type of ITM from the ITMMASTER ...

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Tagged With: Sage X3, How-To

Can I Have Multiple Ship-To Addresses On a Single Sales Order?

  You can ABSOLUTELY have multiple ship-to addresses on a single sales order! There are a couple of setup items that you need to check in your Sage X3 setup first:

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Tagged With: Sage X3, How-To

How to use Sage Smart Rules in Sage Intacct

"Why do you keep posting data to the WRONG place?" Have you ever had to say this to someone? With Sage Smart Rules, you can create custom rules to smack the fingers of that person posting data to the wrong... you fill in the blank. Sage Smart Rules ...

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Tagged With: Sage Intacct, How-To

How 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 ...

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Tagged With: Sage Intacct, How-To

How 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 ...

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Tagged With: Sage X3, How-To