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  • 3% Environmental Fees

    Hello, I am wondering if there is a way to add a 3% fee to invoices that would automatically be calculated on an amount, similar to HST. I considered setting it up as a sales tax of sorts, however, from what I understand, you cannot have two tax codes…
  • Multiple Changes to Customers

    Hi, I need to change salesperson for multiple customers. Is there a way to do it as a bulk change or something? I've been going into Customer Maintenance and changing it one by one. it's taking forever! I went into Customer View in Explore under Accounts…
  • AR Balances Report

    Hi, Does X3 have a report that shows what is owed by a customer. This would be any open invoices that have not been paid. FAHAD
  • Pre-payment

    The company I work for has gone through 5 accountants in the last year and a half. Needless to say, certain things have gotten a bit frustrating. The girl I replaced was the queen of pre-payments. Our business should never have any pre-payments (and if…
  • Invoicing

    We bill for magazine advertising. We have customer who sells for many advertisers. Right now we are creating one invoice and listing each ad on one line. This is fine until it is time for posting payments. Payments are received randomly when the advertisers…
  • Total Billings

    Does anyone know the Formula that Timberline uses for its Total Billings and Total Billings YTD field?