The new version of Sage X3 is been released now i.e. Sage X3 2021 R3 patch 27 and with this sage has released the new enhancement in the sage X3 application which will make user friendly handling.
New Stuff: Email Commission statement feature of Sales commission add on
In this blog we will see new filter added in Bank reconciliation report which will help user to generate the past reconciliation data.
As we all know the reconciliation statement helps identify differences between the bank balance and book balance, in order to process necessary adjustments or corrections. Generate the bank reconciliation statement as per the date is important for user as bank reconciliation statement is a document that compares the cash balance on a company’s balance sheet to the corresponding amount on its bank statement. Reconciling the two accounts helps identify whether accounting changes are needed. Bank reconciliations are completed at regular intervals to ensure that the company’s cash records are correct.
By considering all this importance sage x3 added Reconciliation Date field in the Bank reconciliation report so that user will generate the bank reconciliation statement as per the particular date or user can generate the report for the past date to check the old data.
Go to Reports >> Report >> Open Banking Reconciliation report i.e. RAPPRO report
Here you can see addition filter added i.e. Reconciliation Date. Check below screenshot for more details.
In the previous version of sage X3 there were no reconciliation date was present while generating the report so it was very difficult to find out the statement as per particular reconciliation date. As we know Reconciliation Date is the Business Day immediately preceding each Settlement Date so it is very important to display that date in a statement as well.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence.
Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU
integrations include Sage X3 for Sage CRM, Salesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.
The GUMU Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
Greytrix is a recognized Sage champion ISV Partner for GUMU Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.
For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We would like to hear from you.