{"id":4323,"date":"2014-01-04T09:46:27","date_gmt":"2014-01-04T09:46:27","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=4323"},"modified":"2018-11-15T05:48:05","modified_gmt":"2018-11-15T05:48:05","slug":"how-to-post-check-receipts-into-bank","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2014\/01\/04\/how-to-post-check-receipts-into-bank\/","title":{"rendered":"How to Post Check Receipts into Bank"},"content":{"rendered":"

This blog will help you in attaining the Payment\/Receipt functionality in Sage X3.<\/p>\n

After creating a Check receipt entry using Payment\\Receipt Screen. Click on the Milestone to view the next steps to perform. If we enter the Bank Account name in the Payment\\Receipt screen then we won\u2019t have to perform the \u201cBank Allocation\u201d Step. The Bank Allocation, however, if required can be done from the Bank Allocation screen itself.<\/p>\n

New Stuff<\/strong><\/em><\/span> :\u00a0Filtering Object Based Selection List<\/a><\/p>\n

\"PostCHk-1\"<\/a><\/p>\n

In this example we have used the BANK \u201cChase\u201d for the Check Receipt creation. (Refer the screenshot below for \u201cMilestone Log\u201d).<\/p>\n

\"PostCHk-2\"<\/a><\/p>\n

As you can see above you need to perform the \u201cBank Deposit\u201c and then the \u201cBank Posting\u201d to complete the Check Receipt Process.<\/p>\n

To create a Bank Deposit for the Payment created above you can either use the Automatic or Manual Remittance creation method. In this example I\u2019ve used the manual remittance creation method to create a Bank Deposit.<\/p>\n

\"PostCHk-3\"<\/a><\/p>\n

As you can see in the above screen you can select the payment from the left list and create the remittance. Then you will have post this remittance by clicking on the \u201cPost\u201d button to change the status of the Deposit to \u201cIn the Bank\u201d. See below for the log generated after the Bank Posting.<\/p>\n

\"PostCHk-4\"<\/a><\/p>\n

This step also completes the Posting of the payment which was created earlier.<\/p>\n

Hope this blog helps you in provides a brief idea about steps involved in posting checks receipts.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> \u2013 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.<\/p>\n

Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0Salesforce.com<\/a> and\u00a0Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3)<\/a>. Currently we are Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0Sage X3 customization and development services<\/a>,\u00a0integrated applications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and have developed add-ons such as Catch \u2013 Weight <\/a>\u00a0and Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n

For more information on Sage X3 Integration and Services, please contact us at\u00a0x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

This blog will help you in attaining the Payment\/Receipt functionality in Sage X3. After creating a Check receipt entry using Payment\\Receipt Screen. Click on the Milestone to view the next steps to perform. If we enter the Bank Account name in the Payment\\Receipt screen then we won\u2019t have to perform the \u201cBank Allocation\u201d Step. The\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":[8],"tags":[195,197,1486,1620],"class_list":["post-4323","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-bank-deposits","tag-bank-posting","tag-post-check","tag-receipts"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/4323","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=4323"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/4323\/revisions"}],"predecessor-version":[{"id":16247,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/4323\/revisions\/16247"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=4323"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=4323"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=4323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}