Accounting Task in Sage X3

By | June 24, 2013

There are several times when user has posted any Invoice, Receipt or Payment and is not able to find the journal entry regarding the same, though the transaction is marked as validated.

We found that the Sage X3 works on the batch server fundamentals which needs to be activated for these transactions to get reflected in the accounting journals. User just needs to follow the below simple steps.

  1. Go to Usage All ->Administration -> Administration -> Endpoints
Fig 1 : Endpoint
  1. Sage X3 will start the server and will prompt with the server activation number.
Fig 2 : Endpoint
  1. Once the server is activated go to Usage -> Batch server -> Accounting tasks.
    Here the task status will be “Inactive” and the Journals on hold will have the count of all that transactions that were posted but did not created the journal entry since the server was not active.
Fig 3 : Accounting task
  1. Start the accounting task by clicking “Run now”. It will prompt to start the accounting tasks. Click on “Yes”
  2. Once the accounting task has been started, click on Update button that will create all the journals that were on hold and will change the task status from “Inactive” to “Active” and will make the count of Journals on hold to ‘0’.

That’s it, all the transactions that were posted by the user can now be seen in the journal entry of the financial part of the Sage X3.

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