Banking Position Inquiry in Sage X3

By | January 17, 2017

We may come across a scenario where we want to know Balance of a company by the Bank filter. In Sage X3 this functionality can be achieved by the “Banking Position” Inquiry Screen, which includes Accounting, Sales and Purchase cash forecast management.

This Inquiry screen displays Initial balance, the previous open items and all types of cash forecast.

Navigate:- A/P-A/R accounting – Inquiries – Banking Position

Select Company

Banking Position Inquiry in Sage X3
Select Bank for Inquiry

Banking Inquiry in Sage X3

Click on Search

Click on search banking position inquiry

Search result is displayed in Consolidated format as below

Sage X3 Banking Position Inquiry resultsThis Search result can also be seen in Graphical format

Tick Graph Checkbox

Banking Position Inquiry Graphical format

Banking Position Inquiry Graphical format

Hope this helps!

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