10X ERP Knowledge Base
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Reporting & Analytics

  • Custom Reports
  • Running an Accounts Payable Aging Report
  • Using the Audit to Investigate User Changes
  • View Purchase & Receipt History from a Vendor
  • Creating and Managing General Ledger Chart of Accounts
  • Managing Location Properties in 10X ERP (Hold Inventory, Allocation, etc.)
  • Add Vendor Custom Attributes to Custom Reports
  • Managing Regions for Customers and Customer Locations
  • Exporting Table Data in 10X ERP
  • Exporting an Accounts Payable, Check, ACH, or other Vendor Payment Run; Exporting Payment Totals by Vendor
  • Set Lot/Item Aging Requirements for a Customer
  • Consolidating Shipments; Using the Staging Dashboard
  • Accounts Receivable Aging Report
  • Managing Your Easypost Account - Carriers (Adding, Updating, etc.), Adding Funds, Monitoring Shipments
  • Managing Work Orders & Builds
  • Exporting Data and Using Pivot Tables in Excel or Google Sheets
  • Run Receipts Report in 10X ERP
  • Managing and Setting Default Printers
  • Data Validation Log: Your Financial Data Accuracy Guarantee
  • Inventory Value Reporting in 10X ERP
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Categories

  • Accounting & General Ledger
  • Accounting Training Track 1 — Beginner
  • Accounting Training Track 2 — Intermediate
  • Accounting Training Track 3 — Advanced
  • Accounts Payable & Vendor Payments
  • Accounts Receivable & Invoicing
  • CRM
  • Customers & Contacts
  • Data Management & Security
  • Getting Started & Navigation
  • Integrations
  • Inventory, Lots & Warehouses
  • Items, Pricing & Cost Rules
  • Manufacturing & Work Orders
  • Onboarding — All Roles
  • Purchasing & Receiving
  • Purchasing Training Track 1 — Beginner
  • Purchasing Training Track 2 — Intermediate
  • Purchasing Training Track 3 — Advanced
  • Quotes & Sales Orders
  • Release Notes (2024)
  • Release Notes (2025)
  • Release Notes (2026)
  • Reporting & Analytics
  • Sales Training Track 1 — Beginner
  • Sales Training Track 2 — Intermediate
  • Sales Training Track 3 — Advanced
  • Shipping & Fulfillment
  • System Administration
  • Troubleshooting
  • Warehouse Operations Training Track 1 — Beginner
  • Warehouse Operations Training Track 2 — Intermediate
  • Warehouse Operations Training Track 3 — Advanced
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