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.
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.
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.
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.
Sage X3 General Ledger
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.
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.
Trial Balance and Journal Entry Inquiries
This video covers useful period-end and year-end inquiries for accounting managers: Reports of trial balances as well as reports of all the entries that make up those balances.
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.
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.
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.
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.