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Sage X3 Certified Financial Application Consultant

The Sage X3 Certified Financials Consultant validates the candidate has the knowledge and skills to analyze the customers' needs and work competently in implementing and using the General Ledger, Accounts Payable, and Accounts Receivable modules in Sage X3. Through a series of hands-on interactive learning courses the consultant demonstrates the skills learned in implementing and using Financials including, but not limited to, defining company and site information including the account plan and chart of accounts, set up and define analytical budgets, manage BPs, customers, and suppliers, define the AR/AP parameter settings, define bank information, set up tax rates, and complete the process for closing the period and year. Candidates who have earned this credential have demonstrated their skills through completion of an exam. This credential may require periodic assessment of skills and knowledge and renews on an annual basis.

Skills / Knowledge

  • Financials
  • Chart of Accounts
  • Process flows
  • Account Core Model
  • Managing Journals
  • Analytical Setup and Transactions
  • Managing Budgets
  • A/P-A/R Parameters
  • Business Partners
  • Customers
  • Suppliers
  • Categories
  • Payment Methods
  • Bank Files
  • Invoicing
  • Credit Memos
  • Intercompany Transactions
  • Reports & Inquiries
  • Processing Payments
  • Banking and Reconciliation
  • Tax Setup
  • Reversing Entries
  • Month and Year-end Processes
  • Financial Data Extraction
  • Customer Statements
  • Employee Expenses
  • Fixed Assets Basics
  • General Parameters
  • Activity Codes
  • Local Menus
  • Entry Transactions
  • Sequence Numbers
  • Records
  • Formulas
  • Microsoft Office integration
  • Attachment Management
  • Importing and exporting data
  • Printing
  • User-defined queries/requesters
  • Defined Menu Items
  • Personalizing Landing Pages, Inquiries & Objects
  • Sage X3
  • Financial Consultant