Sage X3 Core Financials - Post Work - Summary of all the Lessons

Question 1

In the Sage X3 Core Financials Certification Training, have Learned:

Answer 1

1) How to define Company and Site information, which includes:
> Defining the Account Plan,
> Chart of Accounts,
> Dimensions,
> Appropriate Values.

2) How to enter transactions directly in Financials. This includes:
> Journal Entries,
> Reversing Entries,
> Simulations,
> Allocation Transactions.

3) How to Setup and define Analytical Budget information for different Budget Codes and Versions.

4) How to enter and manage BPs, Customers, and Suppliers.

5) How to Setup and define the A/P - A/R Parameter Settings.

6) How to view Financial Inquiries and Customer Statements.

7) How to enter Invoices and Payments for Customer and Suppliers as well as how to print Customer Statements and Remittances.

8) How to perform Bank Reconciliation Tasks such as:
> Manual Bank Reconciliation,
> Reconciling Bank Entries,
> Reversing a Reconciliation, and
> Printing a Bank Reconciliation Report.

9) How to work with Automatic Journals and Setup Default Dimensions.

10) How to Setup Tax Rates and define the Tax Determination.

11) How to complete the process for closing the period and year, which includes:
> Recurring Entries,
> Calculated Entries, and
> Reports.