Bob Garofallou - Product Marketing Manager at Acumatica This is the second in a series of blogs on topics that are important to the Modern CFO. The first post covered KPIs and reporting and upcoming topics will include: Financial Data Presentation, Security, Auditability, and Compliance. This blog [...]
By Bob Garofallou - Product Marketing Manager at Acumatica The Modern CFO must utilize KPIs and the right financial reporting and analytical tools to deliver insightful, profit-building decisions. To do so, they need to choose the right ERP system. Today’s Modern CFO faces bigger hurdles [...]
By Ray Rebello - Director of Product Marketing at Acumatca Your legacy ERP system may be due for an upgrade if the total cost of ownership outweighs your return on investment. A modern ERP system eliminates the three major costs of sticking with the [...]
By Kathy Visser-May Chief Marketing Officer at Acumatica Every business management team wants their business to grow. The challenge is staying ahead of the changes that inevitably come with fast growth. Researching cloud ERP systems should be at the top of your to-do list and here’s [...]
Guest Post by Jorge Soto -Acumatica Field Services Product Manager. Defining Field Service Management and considering the benefits of implementing mobile field service software increases a business’ ability to meet customers’ high expectations and give them an edge over competitors. Adopting an all-encompassing ERP, such [...]
Guest post, credit to Ray Rebello - Director of Product Marketing at Acumatica.Take, for instance, knowing the history of a specific customer. This is a perfect way to make people feel great about your company, and yet it can be very hard to do. Imagine their relief when [...]
Kathy Visser-May | August 23, 2018 Implementing a modern cloud ERP solution will go a long way in bringing peace and harmony to the workplace. How so? With seamless integration, automated processes, and unhindered mobility, you and your co-workers can focus on what’s important—both in and [...]
I recently sat down with Brian Bullerman and Hank Barnard, co-owners of HB3 Group, a subsidiary of Penn Station to discuss the pivotal moment they learned it was time to grow their business, working with Sage Intacct partner WVC RubixCloud, and the success metrics that [...]
Sage X3 provides financial departments with powerful cash flow forecasting with the instruction of the Cash Forecast Management and Cash Forecast Generation functions. These two functions are briefly explained below. Cash Forecast Generation: Generate cash forecast requirements from documents in the Sage X3 database. [...]
Sage X3 allows two BP accounts to be merged together using a function which will automatically transfer all the transactions from one BP to another. This tool allows an Accounts receivable or Accounts Payable manager to merge customer or supplier accounts without the painful [...]
Using the recurring invoice functionality in Sage X3 organisations can save time during monthly invoice capturing by creating recurring invoice templates for supplier or customer invoices. This functionality can be applied to invoice transactions that occur on any time/frequency basis where the amount is the [...]
Sage X3 has the ability the automate sales invoicing from validated sales deliveries. The function provides a flexible set-up which determines how deliveries are grouped for invoicing to make sure a customer is presented with an invoice which follows the business requirements. Invoicing rules are [...]
Sage X3 provides financial departments with powerful cash flow forecasting with the instruction of the Cash Forecast Management and Cash Forecast Generation functions. These two functions are briefly explained below. Cash Forecast Generation: Generate cash forecast requirements from documents in the Sage X3 database. [...]
Sage X3 has accrual journals for non-invoiced supplier returns (full or partial). The function creates accrual and reversal journals for all returns that meet the user selection criteria which requires a credit and the credit note has been created in Sage X3. The function takes [...]
This function is used to manage the purchase costs of each department within the organisation or for the organisation as a whole. Scenario Your client has asked you to provide them with a functionality in Sage X3 that allows them to view how much [...]
