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Tag: Tips & Tricks

Your Source for Business Technology Tips and News

Tag Archive: Tips & Tricks

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How to Install and Manage Sage X3 Add-Ins in Microsoft Office

When you enable an add-in, it adds custom commands and new features to Microsoft Office programs that help increase your productivity. In this blog post, we’ll review how to install the Sage X3 Add-In for MS Excel and what to…

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How to Configure User Security in Acumatica Cloud ERP

In this video we cover how to configure user security in Acumatica Cloud ERP by looking into security preferences, Roles, Access History and much more. These setting allow you to choose how often an employee has to change their password…

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New Time-Saving Feature Added to Sage X3 V12: Multi-Company Period Opening (TRTPERMC)

As the beginning of the year approaches, do you dread opening periods for each and every company? Do you shy away from only opening one month at a time because of the effort involved? It can be quite tedious and…

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Acuamtica Tips Video: Modifying Existing Reports (Acumatica Report Designer)

In this video we go over how to add another field to an existing report in Acuamtica Cloud ERP. We also show how to download edit and upload a modified version to Acumatica. Contact us if you have any questions…

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How to Configure Color Coding of the Calendar Gadget in Sage X3

Sage X3 has several widgets that can be customized and added to landing pages to create a unique user experience. One in particular is the Calendar Gadget. In a previous blog post, we told you how to add the Calendar…

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Acumatica Tips Video: How to Add User Defined Fields Using Attributes

In this video we cover how to add user defined fields to a screen in Acumatica Cloud ERP. See how to add this modification to the Acumatica bills and adjustments screen as an example. Contact us if you have any…

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Acumatica Cloud ERP: Additional Columns and Dimensional Accounting

Within Acumatica did you know that you can see the Vendor, Customer, and Item a Journal Entry went to without any additional configuration? By clicking on the Column Configuration on the Journal Entry Lines, you can add the additional fields…

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Acumatica Tips Video: User Defined Fields

In this video you’ll learn the basics about creating user defined fields in Acumatica Cloud ERP. We will cover using attributes to create them and give you an introduction to another method using customization projects. Contact us if you have…

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