{"id":19060,"date":"2019-11-12T06:19:49","date_gmt":"2019-11-12T06:19:49","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=19060"},"modified":"2025-01-08T04:23:19","modified_gmt":"2025-01-08T04:23:19","slug":"how-to-check-the-account-balance-by-currency-inquiry","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2019\/11\/12\/how-to-check-the-account-balance-by-currency-inquiry\/","title":{"rendered":"How To Check the Account Balance by Currency Inquiry"},"content":{"rendered":"\n<p>In industries the company has different accounts and that accounts has different currencies. So one company account can be define in a different currencies.<\/p>\n\n\n\n<p>In standard Sage X3 there is a screen <strong>&#8220;Account balances&#8221;<\/strong>, With the help of this, user can check the account balance for respective currency. Also Sage X3 have another screen <strong>\u201cBalance by currency inquiry\u201d <\/strong>where user can check the accounts balance with different currencies.<\/p>\n\n\n\n<p><strong>Benefits:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>You can check the account balance with currency.<\/li><li>It&#8217;s helpful to check different accounts balance with different currencies.<\/li><li>From this screen you can jump to on Account Inquiry screen.<\/li><li>You have a bank account but in that have a different currencies, so you can check that also with the help of this \u201cBalance by currency inquiry\u201d screen.<\/li><li>You can check also the \u201cLedger Currency\u201d on this screen.<\/li><\/ul>\n\n\n\n<p><strong>Steps:\n<\/strong><\/p>\n\n\n\n<p><strong>1.Navigate to<\/strong> -> Financials -> Inquiries ->Balance by currency inquiry ,as shown in below figure.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/11\/Balance-by-currency-inquiry-1-e1573537359939.jpg\" alt=\"\"\/><figcaption><strong>Balance by currency inquiry<\/strong><\/figcaption><\/figure>\n\n\n\n<p><strong>2.<\/strong>Enter the data in company and company site field and click on the <strong>Search<\/strong> button, as shown in below figure.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/11\/Balance-by-currency-inquiryb-e1573537591293.jpg\" alt=\"\"\/><figcaption> <strong>Balance by currency inquiry<\/strong> <\/figcaption><\/figure>\n\n\n\n<p>After clicking on the search button you will get the list of accounts with currency, as shown below figure.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/11\/Balance-by-currency-inquiryc-e1573537687252.jpg\" alt=\"\"\/><figcaption><strong>Balance by currency inquiry<\/strong><\/figcaption><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>With the help of  <strong>&#8220;Balance by currency Inquiry&#8221; <\/strong>screen user can check also the Debit and Credit\u00a0 amounts.<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Also user can jump to the account inquiry screen\u00a0 by clicking on the Action button of Line level, as shown in below figures.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/11\/Balance-by-currency-inquiryd-e1573537946309.jpg\" alt=\"\"\/><figcaption><strong>Balance by currency inquiry<\/strong><br><\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2019\/11\/Account-inquiry-e1573538013178.jpg\" alt=\"\"\/><figcaption><strong>Account inquiry<\/strong><br><\/figcaption><\/figure>\n\n\n\n<p>This way user can use the inquiry screen to esquire a different things of the accounts in Sage X3.<\/p>\n\n\n\n<p><strong>About Us<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> &#8211; a\nglobally recognized Premier Sage Gold Development Partner is a one-stop\nsolution provider for Sage ERP and Sage CRM needs. Being recognized and\nrewarded for multi-man years of experience, we bring complete end-to-end\nassistance for your technical consultations, product customizations, data\nmigration, system integrations, third-party add-on development and\nimplementation expertise.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;caters\nto a wide range of Sage X3 (Sage Enterprise Management) offerings &#8211; a Sage\nBusiness Cloud Solution. Our&nbsp;unique\nGUMU&#x2122; integrations include <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage X3 for Sage CRM<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a> and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>&nbsp;along with Implementation and Technical\nSupport worldwide for <a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage X3<\/a>\n(Sage Enterprise Management). Currently we are <a href=\"https:\/\/www.greytrix.com\/africa\">Sage\nX3 Implementation Partner<\/a>\nin East Africa, Middles East, Australia, Asia.&nbsp;We also offer best-in-class&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,&nbsp;integrated applications such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/pos-system\">POS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/warehouse-management-system\">WMS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/payment-gateway\">Payment Gateway<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/shipping-system\">Shipping System<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/business-intelligence\">Business Intelligence<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/ecommerce-magento-integration\">eCommerce<\/a> and have developed add-ons such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/catch-weight\">Catch \u2013 Weight <\/a>&nbsp;and <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a> for Sage X3 to Sage business partners, end users and Sage\nPSG worldwide.<\/p>\n\n\n\n<p>Greytrix is a\nrecognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage X3 &#8211; Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>; GUMU&#x2122; integration for Sage X3 &#8211;\nSalesforce is a 5-star app listed on <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>. <\/p>\n\n\n\n<p>For more\ninformation on Sage X3 Integration and Services, please contact us at&nbsp;<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We\nwill be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 &#8220;Account balances&#8221;, With the help of this, user can check the account balance for respective currency. Also Sage X3 have another screen \u201cBalance\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2019\/11\/12\/how-to-check-the-account-balance-by-currency-inquiry\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,4,5,10],"tags":[2879,2880,2576,2881],"class_list":["post-19060","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-faq","category-features","category-standard","tag-account-balance","tag-account-inquiry","tag-accounts","tag-balance-sheet-inquiry"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/19060","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=19060"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/19060\/revisions"}],"predecessor-version":[{"id":19072,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/19060\/revisions\/19072"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=19060"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=19060"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=19060"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}