In industries the company has different accounts and that accounts has different currencies. So one company account can be define in a different currencies.
In standard Sage X3 there is a screen “Account balances”, With the help of this, user can check the account balance for respective currency. Also Sage X3 have another screen “Balance by currency inquiry” where user can check the accounts balance with different currencies.
Benefits:
- You can check the account balance with currency.
- It’s helpful to check different accounts balance with different currencies.
- From this screen you can jump to on Account Inquiry screen.
- You have a bank account but in that have a different currencies, so you can check that also with the help of this “Balance by currency inquiry” screen.
- You can check also the “Ledger Currency” on this screen.
Steps:
1.Navigate to -> Financials -> Inquiries ->Balance by currency inquiry ,as shown in below figure.
2.Enter the data in company and company site field and click on the Search button, as shown in below figure.
After clicking on the search button you will get the list of accounts with currency, as shown below figure.
- With the help of “Balance by currency Inquiry” screen user can check also the Debit and Credit amounts.
- Also user can jump to the account inquiry screen by clicking on the Action button of Line level, as shown in below figures.
This way user can use the inquiry screen to esquire a different things of the accounts in Sage X3.
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