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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 readingWhen 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 ...
Continue readingAre you having a hard time tracking collections? Here are some tips that can be used with Standard Intacct—no add-on module required.
Continue readingThere 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 ...
Continue readingYou 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:
Continue reading"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 ...
Continue readingHas 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 readingThe 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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