{"id":13198,"date":"2018-07-02T04:57:23","date_gmt":"2018-07-02T09:57:23","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=13198"},"modified":"2023-10-17T09:48:44","modified_gmt":"2023-10-17T09:48:44","slug":"how-to-setup-expense-notes-defaults-and-maximums-on-portal-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2018\/07\/02\/how-to-setup-expense-notes-defaults-and-maximums-on-portal-sage-x3\/","title":{"rendered":"How to setup expense notes defaults and maximums on portal in Sage X3"},"content":{"rendered":"

Step 1: Ensure that the variables containing the rates used as defaults and\/or maximums are ticked for expense notes.\u00a0Once \u201cexpense notes\u201d is ticked this Variable cannot be used in a heading.<\/p>\n

\"setup<\/p>\n

Step 2: Flag input to the expense notes tab.<\/p>\n

\"expense<\/p>\n

Step 3: Ensure that all the variables are captured.<\/p>\n

Note:<\/strong> A separate variable is required for the portal max\/default from that which is used in the setup of the headings.<\/p>\n

\"expense<\/p>\n

Step 4: The default values and the Cap can now be linked to the applicable variables.<\/p>\n

\"expense<\/p>\n

About Us<\/strong><\/span>
\nGreytrix Africa<\/a> is a leading Implementation, Reselling and Consulting partner for Sage Enterprise Management (Sage X3), Sage 300, Sage Enterprise Management HR (Sage X3 People) & Sage CRM based out of Nairobi, Kenya in East Africa region catering to Tanzania, Ethopia, Middle East, Australia and Asia businesses.<\/p>\n

Greytrix Africa<\/a> offers professional services such as Implementation & configuration<\/a>, Business Process Analysis, Project Management, Customization, Integrations & Migrations, Technical support and Onsite resource augmentation along with enhancements within Sage Enterprise Management (Sage X3)<\/a>, Sage Enterprise Management HR (Sage X3 People)<\/a>, Sage CRM<\/a> and Sage 300 (Accpac)<\/a> across various industry verticals like Process Manufacturing (Food & Beverages<\/a>, Chemical<\/a>), Discrete manufacturing (Automotive<\/a>, Textile & Apparel<\/a>), Non Profit<\/a>, Health-care Industry<\/a> and Services Industry (Financial<\/a> , Software<\/a> & Engineering<\/a>).<\/p>\n

For more information on Sage Enterprise Management Consulting Services, please contact us at sales@greytrix.com<\/a>.We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Step 1: Ensure that the variables containing the rates used as defaults and\/or maximums are ticked for expense notes.\u00a0Once \u201cexpense notes\u201d is ticked this Variable cannot be used in a heading. Step 2: Flag input to the expense notes tab. Step 3: Ensure that all the variables are captured. Note: A separate variable is required\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[761,1266,1766,1841,1848,1903,1931,1942,2081],"class_list":["post-13198","post","type-post","status-publish","format-standard","hentry","category-sage-x3-consulting","tag-expense-notes-in-sage-x3","tag-maximums-on-portal-sage-x3","tag-sage-enterprise-management-blogs","tag-sage-x3-business-blogs","tag-sage-x3-consulting","tag-sage-x3-kenya","tag-sage-x3-software-companies-in-kenya","tag-sage-x3-technical-assistance","tag-setup-expense-notes"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/13198","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=13198"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/13198\/revisions"}],"predecessor-version":[{"id":27595,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/13198\/revisions\/27595"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=13198"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=13198"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=13198"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}