Creating Accounts in Sage X3 via Copy

August 19, 2020 Published by

Accounts may be created more quickly and easily in Sage X3 from an account with similar characteristics. Also, an entire chart of accounts may be copied from a company that has been setup previously. The copy feature will not overwrite any existing accounts in the destination, the accounts will be created in the locations where […]


Creating Control Groups in Sage X3

August 17, 2020 Published by

Control groups in Sage X3 are designed to group a number of control accounts together under a single code. The search criteria can be then be set to call the account group which draws the balances in the accounts defined together to represent an area of interest on the chart of accounts (i.e. all accounts […]


Creating Account Groups in Sage X3 V12

August 12, 2020 Published by

The creation of account groups assists in customized reports and extraction from Sage X3 that will feed into meaningful analysis. Account groups aggregate accounts that the user defines need to be gathered and are associated with account pyramids (or customized account rollups) which provide information when reporting. To begin, navigate to the account groups initialization […]


Account Pyramids in Sage X3

August 10, 2020 Published by

Account pyramids are the manner in which accounts are associated with one another in account groups as user-defined. The account pyramids could also be known as account rollups in the way that account groups ‘roll up’ to greater account categorizations in summary form for reporting purposes. In Sage X3, Account pyramids can be created using […]


Analytical Budget Set Up in Sage X3

August 6, 2020 Published by

Analytical budgets provide the basis for managing and controlling a group of transactions for a specific chart of accounts and dimension types within the parameters of defined controls. In Sage X3, the budget set up provides this basis of managing and controlling a group of transactions based on the criteria of the managers of the […]


Analytical Budget Structure in Sage X3

August 5, 2020 Published by

In Sage X3 the budget may be set up with the configuration desired in unlimited scenarios based on a specific company or financial site. Each analytical budget must be associated with a chart of accounts with dimensions and the account core model must have an analytical ledger reference. Budget controls have relevance on the completion […]


Unbalanced Journal Legal Error in Sage X3 V12

July 27, 2020 Published by

When we run the WIP posting, sometimes we come across the error “Unbalanced journal legal”. WIP is the automatic journal code for production process.


Cannabis Duty and Information Return

July 23, 2020 Published by

Licenced cultivators, producers and packagers of cannabis products have to complete the B300 form for each calendar month reporting period and send the completed form to the Canada Revenue Agency no later than the last day of the month that follows the reporting period. The report contains details such as unpackaged inventory, packaged inventory, excise […]