Tag: Tips & Tricks

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Tag Archive: Tips & Tricks


How to Setup a Default Date Range for Reports in Sage X3

If you regularly run reports in Sage X3 with the same date ranges, creating a default date range for reports and inquiries can save you time and minimize the risk of errors from manual data entry. You can always override…


Acumatica Cloud ERP – How to Setup Bank Feeds

In this video we go over how to set up Bank Feeds and use them in Acumatica Cloud ERP. We’ll review automating the bank feeds, which is a new module for Acumatica that came out in late 2020. It allows…

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Segregation of Duties in Sage X3

Segregation of duties is a fundamental principle of many regulatory mandates including the Sarbanes-Oxley (SOX) Act. Technology may make it simple for one person to do the job of many, but it also increases the risk of concentrating too much…


Importing Data to Update Fields in Sage X3

In this blog, we will show how to use the data templates of Sage X3 to update data in your system. In this example, we will be setting the 1099 flag on the supplier records included in the spreadsheet. When…


Acumatica Cloud ERP Filters & File Training

In this video we discuss best practices for setting up filters in the system as well as properly attaching files within Acumatica. These strategies can help optimize your day to day workflow and ensure that you are looking at the…


Acumatica Quick Tips Video: Document Recognition

In this video we demonstrate the new document recognition feature in Acumatica Cloud ERP. This is used to create bills based on an invoice for quick entries. Contact Us if you have any questions or would like more information about…


How to Refresh Your Sage X3 Query Live in Excel

Do you constantly find yourself going through multiple steps to get to a Sage X3 query only to end up exporting it into Excel? Sage X3 gives you the ability to refresh the data right inside excel. Pre-requisites: 1. You…


Creating Multiple Prepayments for Purchase Orders in Sage X3

How to avoid the error message “Order Partially or totally invoiced” In a previous edition of the X3 Insider, we reviewed how to set up prepayments on purchase orders in Sage X3. In this post, we will explore creating multiple…


Acumatica Quick Tips Video: Modifying User Interface and Renaming Terms

In this video we go over renaming and moving workspaces to fit your needs in Acumatica Cloud ERP. We also discuss how to change terminologies on a screen. Contact Us if you have any questions or would like more information…

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