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.
- Supplier BP Invoices and Credit Memos in Sage X3
- Open Item Management in Sage X3
- Payment Proposal Process in Sage X3
- Check Printing in Sage X3
- Bank Posting Process in Sage X3
- Invoice not Showing up for Payment in Sage X3
- Entering Journal Entries in Sage X3
- Reversing Journal Entries
- Recurring Journal Entries
- Batch Journal Entries
- Simulated Journal Entries in X3
- Trial Balance and Journal Entry Inquiries
- Financial Data Extractor Inquiry
- Dimension Balance Inquiry
- Petty Cash Management
- Manual Matching and BP Net Settlement
- Automatic Journals - Misc Issue Personalizations
Cost Accounting in X3
Supplier BP Invoices and Credit Memos in Sage X3
How to enter a non purchase order related AP invoice into Sage Enterprise Management (X3).
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.
Payment Proposal Process
Using payment proposal process to generate a batch of payments for all liabilities due through a specified timeframe.
Check Printing in Sage X3
Learn how to print the checks associated with a payment batch in Sage x3 Enterprise Management.
Bank Posting Process in Sage X3
How to post an accounts payable batch in Sage x3 enterprise Management.
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.
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.
Processing a Batch of Check Payments through Accounts Receivable
Learn how to process a batch of check payments through the accounts receivable module.
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.
Sage X3 General Ledger
Entering Journal Entries in Sage X3
This video shows the process of adding journal entries in Sage X3 Enterprise Management.
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.
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.
Simulated Journal Entries in X3
This video covers the process of simulated journal entries, and discusses both active simulations and inactive simulations.
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.
Financial Data Extractor Inquiry
This video shows how to run reports using Sage X3's built-in financial report writer–the financial data extractor.
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.
Petty Cash Management
This video explains the use of Sage X3's petty cash management tools.
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.
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.
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.
Costing Dimensions and Overhead Codes Part 2
This video is part two of two on using costing dimensions and overhead codes in Sage X3.
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.
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).