Sage X3 – Tips, Tricks and Components
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How To Check the Account Balance by Currency Inquiry

By Greytrix | November 12, 2019
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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.

Balance by currency inquiry

2.Enter the data in company and company site field and click on the Search button, as shown in below figure.

Balance by currency inquiry

After clicking on the search button you will get the list of accounts with currency, as shown below figure.

Balance by currency inquiry
  • 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.
Balance by currency inquiry
Account inquiry

This way user can use the inquiry screen to esquire a different things of the accounts in Sage X3.

About Us

Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.

Greytrix caters to a wide range of Sage X3 (Sage Enterprise Management) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage X3 for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3 (Sage Enterprise Management). Currently we are Sage X3 Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.

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  • Control Max Decimals of Currency in Sage X3
  • Banking Position Inquiry in Sage X3
Category: FAQ Features Sage ERP X3 standard Tags: Account balance, Account inquiry, Accounts, Balance sheet inquiry
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