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  • About the local Sage X3 Documentation Server

    Reason of this was because client and internal team have pushback against the new online-help changes and would like to know if it is possible to get it back locally. I have reasoned with the users to use lvexpertisex3 website as a temporary online…
  • Installing Efiling

    Dear Sage - please either make the option to install eFiling from the error message you get when you don't have it installed actually WORK, or don't offer it as an option and instead direct us to the Workstation Wizard in the error message. K, thanks…
  • [X3-Online-help] Question about the new online help

    When I press this: I get greeted with this page: online-help.sagex3.com/.../Home.htm When I tried to use the old link, I get: https://online-help.sagex3.com/erp/12/ I remember on old link, there are videos that taught the basics of using…
  • Ebook

    From where can I access online or download Level 2: Accounting Modules ebook / eBookshelf within sage university and not from third party?
  • Sage X3 Technical Reference Guide

    Please, where can i download Sage X3 Administration or Technical reference Guide for my use as the System Administrator?
  • 2023 Service Pack 5 Release Notes

    I am trying to get to the release notes for 2023 service pack 5. When I click on the pdf link it takes me directly to the download where can I get the notes? Thanks Allison
  • HRMS/ESS Test envoirnment - Can a test ESS server be utilized aside a test HRMS server?

    We have been having issues with almost every ESS update and would like to test changes before pushing updates to production. A few Sage engineers said it was impossible, but I'm not sure why it would be. We already have a test HRMS server and copy production…
  • Questions on Advanced Architecture of SAGE 100 Accounting

    Hello everyone, I'm reaching out to the community for clarification on certain aspects of the SAGE 100 Accounting solution's architecture and communication protocols, which I haven't found detailed information on. Application Server and Database…
  • Link to specific record in Sage

    Is there a way to create some sort on hyperlink that will open a specific customer record in Sage 100 hosted? We often "take notes" on customer calls in an outside application and want to be able to click into the Sage100 record from those notes. …
  • SOC Compliance Documentation

    Does Sage provide any SOC compliance documentation for Sage 100 Customers?
  • New features of Sage300 Canadian Payroll Version 8.0?

    Is there a document that details the new features of Sage300 Canadian Payroll Version 8.0? Or is there a document that shows the differences for Sage 300 Canadian Payroll version 7.3 versus version 8.0?
  • new to Sage

    Good day. I am new to SageBusinessWorks. I am having some difficulties in preparing my budget. Is there a "how to" video? Adria
  • web scheduler - Error on Load properties from configuration manager

    Hi Guys, Hope you can help with this, we are trying to install Web-Scheduler 2023 U1 (graphQL version) as a brand new install. We have gone through all the pre-requisites including creating self signed certificate and installing latest sage services…
  • Mexico Legislation

    Hello - Is there a Sage X3 legislation add-on for Mexico? Thank You
  • Sage Create Contact API giving error

    I am new to Sage and I have been trying to create contact. I was able to create contacts via my .Net application but suddenly for 2 days, the API has been returning this error: [{"$severity":"error","$dataCode":"UnexpectedError","$message":"An unexpected…
  • Whitelist Sage desktop application on the server and workstation

    Hi all, my customer have antivirus on their workstation PCs. So I need to whitelist the paths related to Sage 300 application, but I am not sure which paths. Is their any KB or documentation for this issue? I would like to follow the official documents…
  • Advisory: Sage CRM Announces New Chatbot for Improved User Support

    Sage has launched a new chatbot on its documentation and help website for Sage CRM. The new chatbot, which is still in Beta, is called Sage CRM Ally. Sage CRM Ally is powered by generative AI and has access to all documentation of currently supported…
  • Sage 300 CRE Data Dictionary PDF in Service Management?

    I have previously viewed this PDF and our organization is no longer able to locate it. Has anyone had any luck finding this pdf? I have been searching for the past 3 hours and I would appreciate any help I can get! Links are greatly appreciated.
  • Sage Implementation Resource Tool Kit

    Hello, Just started Sage X3 trainings but can't seem to locate the tool kit anywhere, please help with direction. Regards
  • [V12.34] Native JSON parser

    Hello Everyone! The V12.34 release notes describes the Native JSON parser: Where can I find the JSON instructions documentation?
  • Period End / Year end holding before closing

    Hi there, I have recently joined a company which uses sage 100. They do not close accounts monthly and do it on yearly basis, which means anyone can post entries in July when we are in September. I used MS Dynamics 2012 in the past organization and…
  • Using earlier versions of Office for Sage 300 2024 Web Screens

    Hi, In the 2. Installation and Prerequisites from the 'The Sage 300 Financial Reporter for the Web' document. It is stated below that there is extra steps we have to follow to use earlier versions of windows. TK-36675 is mentioned but does anyone able…
  • SAGE 100 2014 - CRM Setup Docs

    Do docs exist to setup the CRM for the subject Sage version? Thanks
  • How do I get sage x3 console access on Linux

    Hello Team, Please guide me to install Sage X3 on Linux system. Thanks Ashish
  • Move servers into a new AD domain

    We have SAGE 2021 Premium, and due to an acquisition we need to move the SQL server and App Server to a new AD domain. Is there a best practice on this process? During Testing, we joined both the SQL and App server to the new domain, updated the service…