--- title: Out-of-the-Box Consolidation in Sage X3 description: "Out-of-the-box consolidation in Sage Enterprise Management (Sage X3): use the standard inquiry screens to see consolidated views of your account balances without any extra configuration." image: https://blog.southeastcomputers.com/hubfs/Blog_Images/navigation%20page.jpg --- **[Sage X3](https://www.southeastcomputers.com/sage-enterprise-management-infomation) | **[Sage 100cloud](https://www.southeastcomputers.com/sage-100cloud-information) | [Acumatica](https://www.southeastcomputers.com/acumatica-information) | [LATAM Fiscal Requirements](https://www.southeastcomputers.com/latam-fiscal-requirements-localize-sagex3-sage-500) | [Contact Us |](https://interact.southeastcomputers.com/contact-us) [ 888-773-2161](tel:888-773-2161)**** [![logo-naw-southeast-website](https://blog.southeastcomputers.com/hs-fs/hubfs/logo-naw-southeast-website.png?width=578&height=160&name=logo-naw-southeast-website.png "logo-naw-southeast-website")](https://www.southeastcomputers.com) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ![Florida Miami Image](https://blog.southeastcomputers.com/hs-fs/hubfs/Banners/Florida-Miami.jpg?width=2880&name=Florida-Miami.jpg "Florida Miami Image") # Blog Want our new blog posts delivered right to your inbox?  January 23, 2017 # Out-of-the-Box Consolidation in Sage X3 - [Tweet](https://twitter.com/share) ![authorIcon](http://www.sparkreaction.com/hubfs/Oceania%20Theme%202016/Images/authorIcon.png) By [Benjamin Partout](https://blog.southeastcomputers.com/author/benjamin-partout) ![topicIcon](http://www.sparkreaction.com/hubfs/Oceania%20Theme%202016/Images/topicIcon.png) [Sage X3](https://blog.southeastcomputers.com/topic/sage-x3), [Sage Enterprise Management](https://blog.southeastcomputers.com/topic/sage-enterprise-management), [All](https://blog.southeastcomputers.com/topic/all) [![Out-of-the-Box Consolidation in Sage X3](https://blog.southeastcomputers.com/hubfs/Blog_Images/navigation%20page.jpg) ](https://blog.southeastcomputers.com/out-of-the-box-consolidation-in-sage-x3) Did you know that Sage X3 can show you consolidated views of your account balances without any extra configuration? Because Sage X3 was designed from the ground up as an international package, you can use the standard inquiry screens to do consolidated financials – there’s no need to use custom-built reports in the financial data extractor or any other type of business intelligence tool. All it takes is a simple setup screen and the satisfaction of a single condition.   **Here’s how to perform out-of-the-box consolidation in Sage X3.**   *First, go to the setup area and set up the different groups we want to consolidate:* ![Out-of-the-Box Consolidation in Sage X3](https://blog.southeastcomputers.com/hs-fs/hubfs/Blog_Images/navigation%20page.jpg?width=1024&name=navigation%20page.jpg "Out-of-the-Box Consolidation in Sage X3") In our example, we want to analyze financial information for two companies belonging to the same group. For each company specified, you need to have the same chart of accounts defined; otherwise, when dealing with the inquiry screens, the system won’t be able to group the same accounts together to give you a consolidated balance.   When you create a new company in the system, Sage X3 will automatically create a group for that company – but let’s assume we want to have our North American companies be their own group and consolidate the information displayed in the financial inquiries.   ![out-of-the-box consolidation in Sage Enterprise Management (Sage X3)](https://blog.southeastcomputers.com/hs-fs/hubfs/Blog_Images/site%20groupings.jpg?width=1024&name=site%20groupings.jpg "out-of-the-box consolidation in Sage Enterprise Management (Sage X3)")   **Side note:** Once you hit create, you’ll see a pop-up asking you if you want to update the functional profile based on that new information. This grouping can indeed be used in the functional profile setup; now, instead of having to specify each company separately, you can use the grouping for people to have access to a specific function for sites belonging to that group.   You could also decide to create a grouping of multiple sites belonging to one company or a group of sites belonging to different companies, as long as they have the same chart of accounts. Once this is completed, it’s very easy to view this group in the different inquiries. [![5 Sage X3 Tips, Tricks & Tactics to Make Your Life Easier](https://no-cache.hubspot.com/cta/default/418036/bd6a1c4c-c91f-475a-b00f-528979563fc3.png)](https://cta-redirect.hubspot.com/cta/redirect/418036/bd6a1c4c-c91f-475a-b00f-528979563fc3) **Here are a few examples.**   *Here is the account balance inquiry if I look at NA10 individually:*    ![out-of-the-box consolidation in Sage Enterprise Management (Sage X3)](https://blog.southeastcomputers.com/hs-fs/hubfs/Blog_Images/NA10.jpg?width=1024&name=NA10.jpg "out-of-the-box consolidation in Sage Enterprise Management (Sage X3)")    *Now, looking at NA20 individually: * ### [Contact Us to Request a](https://interact.southeastcomputers.com/sage-x3-demo) [Sage X3 Demo](https://interact.southeastcomputers.com/sage-x3-demo)   ![out-of-the-box consolidation in Sage Enterprise Management (Sage X3)](https://blog.southeastcomputers.com/hs-fs/hubfs/Blog_Images/NA20.jpg?width=1024&name=NA20.jpg "out-of-the-box consolidation in Sage Enterprise Management (Sage X3)")   *Now, using our grouping:*   ![out-of-the-box consolidation in Sage Enterprise Management (Sage X3)](https://blog.southeastcomputers.com/hs-fs/hubfs/Blog_Images/NA10%2c%20NA20.jpg?width=1024&name=NA10%2c%20NA20.jpg "out-of-the-box consolidation in Sage Enterprise Management (Sage X3)")    *As you can see, all numbers will combine if you specify the grouping code in place of the company code.* *This facilitates the work involved in looking up balances for a group of companies or sites. * *Here are other inquiries where you can use this (this list is not exhaustive):*   ![out-of-the-box consolidation in Sage Enterprise Management (Sage X3)](https://blog.southeastcomputers.com/hs-fs/hubfs/Blog_Images/dimension%20balance%20inquiry.jpg?width=1024&name=dimension%20balance%20inquiry.jpg "out-of-the-box consolidation in Sage Enterprise Management (Sage X3)")   ![out-of-the-box consolidation in Sage Enterprise Management (Sage X3)](https://blog.southeastcomputers.com/hs-fs/hubfs/Blog_Images/balance%20by%20currency%20inquiry.jpg?width=1024&name=balance%20by%20currency%20inquiry.jpg "out-of-the-box consolidation in Sage Enterprise Management (Sage X3)")  *![out-of-the-box consolidation in Sage Enterprise Management (Sage X3)](https://blog.southeastcomputers.com/hs-fs/hubfs/Blog_Images/account%20by%20dimension%20inquiry.jpg?width=1024&name=account%20by%20dimension%20inquiry.jpg "out-of-the-box consolidation in Sage Enterprise Management (Sage X3)")*   *You can also use this functionality in reports like the trial balance:* ![out-of-the-box consolidation in Sage Enterprise Management (Sage X3)](https://blog.southeastcomputers.com/hs-fs/hubfs/Blog_Images/enter%20report%20parameters.jpg?width=1024&name=enter%20report%20parameters.jpg "out-of-the-box consolidation in Sage Enterprise Management (Sage X3)")   ### [Talk to Us About](https://www.southeastcomputers.com/software-support) [Sage Software Support](https://www.southeastcomputers.com/software-support)     # # #   ***About Southeast Computer Solutions*** *Southeast Computer Solutions is based in Miami, Florida and has additional operations in Mexico. For over 30 years, we have positively impacted the success of small and mid-sized businesses with effective business management implementations that improve our clients’ operations. We listen, we are accessible, and we care. Learn more by [visiting our website](“http://www.southeastcomputers.com/”) or calling 305-556-4697.*   | ![Sage Partner Logo](https://blog.southeastcomputers.com/hubfs/sage-Partner-logo-1.png "Sage Partner Logo") |   | ![Sage Enterprise Management](https://blog.southeastcomputers.com/hs-fs/hubfs/Logos/Sage_Enterprise_Mngt_stacked_RGB.png?width=1035&name=Sage_Enterprise_Mngt_stacked_RGB.png "Sage Enterprise Management") | | --- | --- | --- |   SHARE THIS STORY [**](https://www.facebook.com/sharer/sharer.php?u=https://blog.southeastcomputers.com/out-of-the-box-consolidation-in-sage-x3&title=Out-of-the-Box%20Consolidation%20in%20Sage%20X3&picture=https://cdn2.hubspot.net/hubfs/418036/Blog_Images/navigation%20page.jpg&description=Out-of-the-box%20consolidation%20in%20Sage%20Enterprise%20Management%20(Sage%20X3):%20use%20the%20standard%20inquiry%20screens%20to%20see%20consolidated%20views%20of%20your%20account%20balances%20without%20any%20extra%20configuration.) | [**](https://twitter.com/intent/tweet?source=https://blog.southeastcomputers.com/out-of-the-box-consolidation-in-sage-x3&text=Out-of-the-Box%20Consolidation%20in%20Sage%20X3) | [**](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.southeastcomputers.com/out-of-the-box-consolidation-in-sage-x3&title=Out-of-the-Box%20Consolidation%20in%20Sage%20X3&summary=Out-of-the-box%20consolidation%20in%20Sage%20Enterprise%20Management%20(Sage%20X3):%20use%20the%20standard%20inquiry%20screens%20to%20see%20consolidated%20views%20of%20your%20account%20balances%20without%20any%20extra%20configuration.) [NEXT POST **](https://blog.southeastcomputers.com/the-2-biggest-myths-about-migrating-to-sage-x3) ### Related posts [Read More](https://blog.southeastcomputers.com/adding-controls-to-fields-in-sage-x3) ### [Out-of-the-Box Consolidation in Sage X3](https://blog.southeastcomputers.com/adding-controls-to-fields-in-sage-x3) By [**Benjamin Partout**](https://blog.southeastcomputers.com/author/benjamin-partout) February 6, 2017 [Sage X3](https://www.southeastcomputers.com/sage-x3) is packed with things you don’t know it can do; one of the things that users often don’t take advantage of is the capacity to.. ![topicIcon](http://www.sparkreaction.com/hubfs/Oceania%20Theme%202016/Images/topicIcon.png) [Sage X3](https://blog.southeastcomputers.com/topic/sage-x3) [Read More](https://blog.southeastcomputers.com/the-2-biggest-myths-about-migrating-to-sage-x3) ### [Out-of-the-Box Consolidation in Sage X3](https://blog.southeastcomputers.com/the-2-biggest-myths-about-migrating-to-sage-x3) By [**Jordan Berkowitz**](https://blog.southeastcomputers.com/author/jordan-berkowitz) January 30, 2017 The massive uptick in the use of [Sage X3](https://www.southeastcomputers.com/sage-x3) has also caused an uptick of numerous myths regarding the nature of X3, and, in particular, the.. ![topicIcon](http://www.sparkreaction.com/hubfs/Oceania%20Theme%202016/Images/topicIcon.png) [Sage X3](https://blog.southeastcomputers.com/topic/sage-x3) ### Search  --- ### Recent Posts ### Posts by Topic - [All (267)](https://blog.southeastcomputers.com/topic/all) - [Sage Enterprise Management (94)](https://blog.southeastcomputers.com/topic/sage-enterprise-management) - [Sage X3 (85)](https://blog.southeastcomputers.com/topic/sage-x3) - [ERP (60)](https://blog.southeastcomputers.com/topic/erp) - [Productivity (31)](https://blog.southeastcomputers.com/topic/productivity) - [Inventory Control (30)](https://blog.southeastcomputers.com/topic/inventory-control) - [Acumatica (21)](https://blog.southeastcomputers.com/topic/acumatica) - [Food and Beverage (21)](https://blog.southeastcomputers.com/topic/food-and-beverage) - [Cloud Computing (14)](https://blog.southeastcomputers.com/topic/cloud-computing) - [Community (13)](https://blog.southeastcomputers.com/topic/community) - [Sage 100cloud (12)](https://blog.southeastcomputers.com/topic/sage-100cloud) - [Sage 100c (11)](https://blog.southeastcomputers.com/topic/sage-100c) - [Add-Ons (10)](https://blog.southeastcomputers.com/topic/add-ons) - [UDI (9)](https://blog.southeastcomputers.com/topic/udi) - [Manufacturing (8)](https://blog.southeastcomputers.com/topic/manufacturing) [![Sage100cloud_RGB](https://blog.southeastcomputers.com/hs-fs/hubfs/Sage100cloud_RGB.png?width=442&name=Sage100cloud_RGB.png "Sage100cloud_RGB")](https://blog.southeastcomputers.com/sage-100cloud-information) [![Sage500_logo](https://blog.southeastcomputers.com/hs-fs/hubfs/Sage500_logo.png?width=369&name=Sage500_logo.png "Sage500_logo")](https://blog.southeastcomputers.com/sage-500-information) [![sage x3 logo](https://blog.southeastcomputers.com/hs-fs/hubfs/sage%20x3%20logo.png?width=640&name=sage%20x3%20logo.png "sage x3 logo")](https://blog.southeastcomputers.com/sage-enterprise-management-infomation) [![Acumatica_Logo450](https://blog.southeastcomputers.com/hs-fs/hubfs/Acumatica_Logo450.png?width=450&name=Acumatica_Logo450.png "Acumatica_Logo450")](https://blog.southeastcomputers.com/acumatica-information) ### About Us Successful transformation of a company’s systems and business processes requires strong project leadership with a passion to create effective processes-processes that will work for today and assist in further growth. ![scs-logo-short.png](https://blog.southeastcomputers.com/hs-fs/hubfs/scs-logo-short.png?width=500&name=scs-logo-short.png "scs-logo-short.png") ### Useful Links #### Services - [Software Implementation](https://www.southeastcomputers.com/software-implementation) - [Project Management](https://www.southeastcomputers.com/project-management) - [Software Training](https://www.southeastcomputers.com/software-training) - [Software Support](https://www.southeastcomputers.com/software-support) - [Custom Programming](https://www.southeastcomputers.com/custom-programming) - [IT Consulting](https://www.southeastcomputers.com/it-consulting) - [International](https://www.southeastcomputers.com/international) --- #### Products - [Sage X3](https://www.southeastcomputers.com/sage-enterprise-management-infomation) - [Sage 100cloud](https://www.southeastcomputers.com/sage-100cloud-information) - [Acumatica](https://www.southeastcomputers.com/acumatica-information) - [Sage 500](https://www.southeastcomputers.com/sage-500-information) ## Recent Blogs ### Get in Touch #### Miami Location **15165 NW 77th Ave., Suite 2009 Miami, FL 33014 ** [888-773-2161](tel:888-773-2161) ** [Info@southeastcomputers.com](mailto:info@southeastcomputers.com) Within business hours, we'll reply in 24 hours or less --- #### Mexico Location ** Miraflores 221, Col. Insurgentes San Borja. CDMX, México 03100 +52 55 6811 3044   Copyright © Southeast Computer Solutions 2018 | [Privacy Policy](https://www.southeastcomputers.com/privacy-policy) - [Facebook](https://www.facebook.com/SCSolutions) - [Twitter](https://twitter.com/scsolutions) - [LinkedIn](https://www.linkedin.com/company/southeast-computer-solutions)   ![](https://www.facebook.com/tr?id=1761620344049548&ev=PageView&noscript=1)