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  • Customer Activity Screen and Deleting Items

    Hi all, We have 3 users who access our accounts, and we use Remote Desktop Connection. One of the users, our credit controller, if they go to Customer->Activity screen does not seem to have the Delete button at the top. However, if they go to Customer…
  • Why looks do matter!

    Why looks do matter!

    If you regularly work on different customers sites and switch between LIVE and TEST servers, then there is scope to accidently do something on the wrong server or login to the TEST instance when you should be in LIVE (worse still, think you are in TEST…

  • Possibility to retrieve the user's default analytical dimentions using the "Default dimentions" setting

    For all sage X3 functions, the "Default dimentions" setting does not allow to retrieve the user's default analytical dimentions . It would be useful if this were possible.

  • Live Webinar - A quick guide to user management - Recording available

    Learn how to add users with their own log in details and set up each with unique access rights. This session has now taken place, but you can catch up with a recording here >

  • Users

    Hi On the new layout, how do you add team members to a specific client. They are all showing as users on the accountant platform but I can't see anywhere where I can say X should have access to Client Z. Thanks

  • How to get current user programmatically?

    Hi all, I see that Sage 200 have this class: Sage.Accounting.User, but how do I get the current user? Thank you

  • the user can recover user password

    Good morning, For a few years users have been asking us to be able to recover their forgotten or broken password without having to call their internal supports people. You would program a link in syracuse before logging that says "recover forgotten…

  • Give another use access to manage Payroll

    By default, in Sage Cloud Payroll when you first access your account, only the system administrator has access to manage Payroll. If you need to provide access to another employee (An accountant for example), you can give them access by following the…

  • User Type Set up

    Good day is there a guide of some sort which explains user type set up a bit more? Preferably with screen shots if possible.

  • User Setup, Department drop down list?

    I would like to modify one of the User details fields. In user setup, there is a field called user_department. I would like to create a drop down list to populate this field. However, I don't see how to do that in the CRM interface. If you go to the…

  • Display current user on screen

    I am doing some testing for various users. While I am doing the testing, I will need to know which user I am logged in as. Therefore, I would like to display the name of the user on every screen. Is this possible? I think I have done this before. However…

  • New users after my custom feature installed cannot access the feature.

    Hi all, I have a custom features that is installed mid 2021. All working fine for all users, no matter what their roles are. On January 2022, new user is registered but he are not able to access the custom features. The error as followed: <?xml…

  • User listing

    Did anyone write, or got a request for a report that show all user listing
  • User sessions unexpectedly timeout or give &quot;Fatal Error&quot;

    User sessions unexpectedly timeout or give "Fatal Error"

    There have been several issues raised recently whereby user sessions are giving intermittent "Fatal error" messages or are timing out even though the users are still working within Sage X3. Some of these sorts of issues can be technical, but some may…

  • Creating an administrator user in Sage 50cloud Accounts v27

    The ability to have multiple users in Sage 50cloud Accounts means individual users can have their own logins to your accounts, in Sage 50cloud Accounts v27 you can also elect to give a user administrator access to your data, to be able to do many of the…

  • System Generated Number Restriction

    If/when a user overwrites the system default with something else does Sage have the ability to prevent/warn the user? Note: this has been asked in Sage Ideas ( https://www5.v1ideas.com/TheSageGroupplc/Sage300ERP/Idea/Detail/13565) but I thought I would…

  • Add the number of checks needed on the "select for payment screen"

    It would be helpful to have the number of checks scheduled to print near the total checks amount on the screen for payments selected to pay.

  • No X3 user matching in this endpoint

    Hello, im trying to add a user into our test endpoint and im getting this error Sitemap loading failed Create session error : No X3 user matching in this endpoint for 'USER' I can confirm I have added the user to the endpoint. any suggestions?

  • The password was not recognised during Login

    Our clients have been using Sage 50 UK v 24.2 running on Windows Server 2012 for past few years, before 2 days we received this issue on login for one of the Company Dataset, Can we resolve this issue, as a Sage Partner, as we have Re-installed the…

  • User ID in Report

    Hi guys, I'd like to add a field to a report that puts the user ID or user name in the corner (to show who exported it), but can't find the right field in any of the join tables. Does anyone have any idea where I would find the right expression…

  • Business Partner User

    Add the ability to flag one of the user accounts as 'Business Partner' or 'Support' which doesn't use a licence and always allows the user to login. When providing support/projects/assistance with a customer, it is common to end up having to ask a user…

  • Failed logon report for HRMS

    I am in the midst of a security audit and one of the questions has been posed about providing a User Failed Logon Report for HRMS. Has anyone created such a report before, or does HRMS even track such things like Time and Date of logons as well as logon…

  • Update: Sage City Consolidating Countries for Information and Support

    Dear Sage City Member, Good news! Based on feedback, we’re simplifying the Sage City navigation for our region. Starting Monday, 11 th May 2020 , instead of choosing Botswana, Kenya, Namibia, Nigeria, South Africa, or United Arab Emirates , you will…

  • Video: Adding a New Field to a User Admin Screen

    (Please visit the site to view this video) This video shows how to codelessly add a new field to the user table and have that field displayed and editable in the User Administration screen. For other articles that discuss customizing the User Administration…

  • How to Add an Extra Tab Option to the User Admin tab menu (AdminSingleUser)

    A Customer had a requirement to store additional data about users that were 'Resources' in Sage CRM. The new fields in the User table should be displayed in a page that should only be available when the user was of type 'Resource'. Additional fields…

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