In today’s blog post, we’ll discuss options for disabling the Export button on the right-hand side of the screen or restricting which fields are exported for security purposes. OPTION 1: DISABLING EXPORT BUTTON IN A MENU ITEM You may be asked if…
Your Technology Roadmap and the Role of the CIO
While leadership within many small to mid-sized businesses (SMBs) today demonstrate extensive business experience, they can lack the IT experience needed to align technology decisions with business strategies and goals. Such a scenario is understandable. These smaller companies may have…
Reversing the Bank Reconciliation in Sage X3
You were in the middle of doing your Bank Reconciliation (BANREC) and you got up to answer the door. You return to your computer and panic sets in because in those brief seconds you were gone, your cat walked across the keyboard…
Sage X3 Data Migration Tool Now Available
Sage product migration paths have been created as addons to the current Sage Data Migration Tool (Sage DMT). These product migration paths assist customers moving from Sage 500 and Sage 300 to Sage X3. The product migration paths give customers…
3 Blockade Signals from Your Accounting System
Is the accounting software your company has relied on for years overdue for a change? Take our quiz to find out. As an accounting and finance professional, you know how essential your accounting software is to help your organization function….
Five Signs Your Technology Roadmap is Incomplete
As we discussed in a previous article, a formal technology roadmap is often lacking among small-to-medium-sized (SMBs) organizations, leading to a reliance on manual, paper-based processes, legacy technology, spreadsheets, or other homegrown systems that dilute the business’s ability to compete…
Industrial Equipment and Design Powerhouse Takes Innovation to the Next Level
As their highly-customized ERP and CRM applications reached the end of their functional usefulness for the wholesaler, HOJ Innovations did what it does best—it looked to technology for solutions. When “innovation” is part of your name, you’ve already set the…
Calling Sage X3 from External Applications
Did you know that you can open Sage X3 from external applications? In this blog post, we will show you how you can call Sage X3 (using the code below) and open the application to a specific record. The user…
Mobile Automation Enhancements in Sage X3 2023 R1
The 2023 R1 release of Sage X3 has been available since June 1, 2023 and today we’re sharing some of the enhancements made in Mobile Automation. Sage continues to invest heavily in the Mobile Automation modules of Sage X3 with…
SMBs can Make Smarter Investments with a Technology Roadmap
How You Can Save Money with a Complete Technology Roadmap Many small to mid-sized businesses (SMBs) don’t have a formal technology roadmap that aligns and plans their use of digital tools with their business goals. In fact, one research study…
