X3 video CATEGORY: Financials

Sage X3 Training Videos: Financials


Sage X3 Training Videos > Sage X3 Financials

Video tips to help Sage (X3) Enterprise Management users learn how to structure, set up, and enter data in the areas of Accounts Payable, Accounts Receivable, General Ledger, and Cost Accounting.

 

Accounts Payable

 

Supplier BP Invoices and Credit Memos in Sage X3

How to enter a non purchase order related AP invoice into Sage Enterprise Management (X3).

Contact us about this or other videos.

 

Open Item Management in Sage X3

This video describes manipulations to open AR or AP invoices and credits, such as placing a group of invoices on payment hold.

Contact us about this or other videos.

 

Payment Proposal Process

Using payment proposal process to generate a batch of payments for all liabilities due through a specified timeframe.

Contact us about this or other videos.

 

Check Printing in Sage X3

Learn how to print the checks associated with a payment batch in Sage x3 Enterprise Management.

Contact us about this or other videos.

 

Bank Posting Process in Sage X3

How to post an accounts payable batch in Sage x3 enterprise Management.

Contact us about this or other videos.

 

Invoice not Showing up for Payment

This video covers common situations where remit payments on invoices do not result in them appearing in the payment proposal or open items left list.

Contact us about this or other videos.

Sage X3 Accounts Receivable

 

Credit Management in X3

This video covers topics related to setting up credit lines on customers, releasing sales orders that are on hold, & performing reviews of customers' credit-worthiness.

Contact us about this or other videos.

 

Collection Calls in x3

This video shows how to set up planning and tracking collection calls with customers via the call management function in the customer relations module in X3.

Contact us about this or other videos.

 

Useful Inquiries and Reports for an Accounts Receivable Manager

This video shows a few inquiries and reports that can be utilized to help manage an accounts receivable department.

Contact us about this or other videos.

 

Processing a Batch of Check Payments through Accounts Receivable

Learn how to process a batch of check payments through the accounts receivable module.

Contact us about this or other videos.

 

Customer BP Invoices in Sage X3

How to generate invoices and credit memos that are not related to a standard good or service (sales order), using the Customer BP invoice function in Sage X3 Enterprise Management.

Contact us about this or other videos.

Sage X3 General Ledger

 

Entering Journal Entries in Sage X3

This video shows the process of adding journal entries in Sage X3 Enterprise Management.

Contact us about this or other videos.

 

Reversing Journal Entries

This video shows how to allow the finance team to move expenses into the appropriate period by generating a reversing journal entry in X3.

Contact us about this or other videos.

 

Recurring Journal Entries

This video shows how to create recurring journal entries, which help reduce errors and minimize redundancy in the month end closing process.

Contact us about this or other videos.

 

Batch Journal Entries

This video shows the batch journal entry process in X3, which allows the user to enter all journal entries in a single batch for review.

Contact us about this or other videos.

 

Simulated Journal Entries in X3

This video covers the process of simulated journal entries, and discusses both active simulations and inactive simulations.

Contact us about this or other videos.

 

Financial Data Extractor Inquiry

This video shows how to run reports using Sage X3's built-in financial report writer–the financial data extractor.

Contact us about this or other videos.

 

Dimension Balance Inquiry

This video shows how to inquire on account and/or dimension balances for a defined reporting period by using the dimension balance inquiry tool in X3.

Contact us about this or other videos.

 

Petty Cash Management

This video explains the use of Sage X3's petty cash management tools.

Contact us about this or other videos.

 

Manual Matching and BP Net Settlement

This video how to match AR and AP open items in X3 without going through the payment/receipt entry function.

Contact us about this or other videos.

 

Automatic Journals - Misc Issue Personalizations

This video explains the flexible automatic journal objects in Sage X3, which handle the posting of activity from the subledgers into the general ledger.

Contact us about this or other videos.

Cost Accounting in Sage X3

 

Inventory Valuation Method

This video explains the product valuation method in the Sage X3 Cost Accounting Module, which governs all the primary costing impacts for receipts, issues, counts and how the costs appear on sales records.

Contact us about this or other videos.

 

Costing Dimensions and Overhead Codes Part 1

This video is part one of two showing how you can realize the true cost of your inventory through the leveraging of the costing dimensions and overhead codes in Sage X3 Enterprise Management.

Contact us about this or other videos.

 

Costing Dimensions and Overhead Codes Part 2

This video is part two of two on using costing dimensions and overhead codes in Sage X3.

Contact us about this or other videos.

 

Setting Up Standard Costs in X3

This video provides a detailed look at the standard cost calculation function in Sage X3, including the why and how you should set up standard costs.

Contact us about this or other videos.

 

Cost Transfers in X3

This video explains how to use the cost transfer functionality in Sage X3 Enterprise Management, which is used to transfer costs across sites, times (fiscal years), and types (budgeted, standard, simulated, revised).

Contact us about this or other videos.

Requests and Feedback

Not finding the video you're looking for? Request a topic for a video, or let us know what you think of our free Sage X3 Enterprise Management videos.




Your Name (required)

Your Email (required)

Company name

Your Message

Please leave this field empty.