A fiscal year (or financial year) is used in accounting, which varies between companies and for budget purposes. It is also used for financial reporting by businesses and other organizations. Fiscal End closes a Company’s fiscal year and generates the corresponding accounting entries with the document type of NEW. As we know, before any accounting operations, the accounting financial years… Read More »
Title – How to Configure Legal and Analytical Reporting Account Setup for multiple companies in Sage X3 Summary -This functionality in Sage X3 will enable the users to view the Account balances at reporting level in either Company’s Local currency (Legal) and in other currencies (Analytical) if there are multiple Companies in same or other… Read More »
We came across the requirement where client wants to disallow the user from entering Zero Amount in line level in Invoice. In Sage X3 we have setup in Parameters values where we can stop the user to enter zero values in line level. Goto–> Setup–> General Parameter– Parameter Values -TC Commondata- We need to enter… Read More »
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… Read More »