Sage X3 G/L Integration

The Sage X3 G/L enables you to import general ledger information that is a result of payrolls processed with Sage HRMS. This interface is available only if you are using Sage HRMS Payroll.

It is accessible from the Connected Services > Integrations menu after you register it to include it in your system.

Before you start

Before you begin, make sure you complete the following:

  • Set up your general ledger with specific settings to accommodate this G/L interface.
  • Process the company's payroll.
  • Export the G/L Batch file.

To use the Sage X3 G/L

  1. From the Connected Services > Integrations menu , click Sage X3 G/L to open the G/L File conversion dialog box. (If the link does not appear, you must register it first.)
  2. Select the company in Sage HRMS whose general ledger information you want to convert.
  3. Enter the employer code for the associated Sage X3 employer.
  4. Select Sage X3 as the integration type.
  5. Click Browse and select the exported G/L batch file you want to convert.
  6. Click Preview to display, save, or print the export file before you convert it.
  7. Click Convert, verify the file name is correct, and then click Save. Note that the folder in which the file will be saved defaults to the path: ...\Application Data\Sage\SageHRMSServer\Data\Export
  8. Click Save to save the converted file and click OK to the "saved successfully" message.