How to setup expense notes defaults and maximums on portal in Sage X3

By | July 2, 2018

Step 1: Ensure that the variables containing the rates used as defaults and/or maximums are ticked for expense notes. Once “expense notes” is ticked this Variable cannot be used in a heading.

setup expense notes

Step 2: Flag input to the expense notes tab.

expense notes tab

Step 3: Ensure that all the variables are captured.

Note: A separate variable is required for the portal max/default from that which is used in the setup of the headings.

expense notes folder value

Step 4: The default values and the Cap can now be linked to the applicable variables.

expense codes

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