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
Select Bank for Inquiry
Click on Search
Search result is displayed in Consolidated format as below
This Search result can also be seen in Graphical format
Tick Graph Checkbox
Hope this helps!
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