PRH Consulting specializes in multi-company Sage X3 — including groups with US, Canadian, and Caribbean entities, multi-currency operations, intercompany trade flows, and consolidated reporting requirements.
Multi-company Sage X3 is unforgiving of weak design. Chart of accounts, dimensions, intercompany matrices, currencies, and ledgers must all be designed together — or month-end will be a manual exercise forever.
Common challenges
Intercompany trade
Intercompany sales, purchases, transfers, and eliminations all need clear flows and a documented chart of intercompany relationships.
Multi-currency and revaluation
Functional, transaction, and reporting currencies need to be designed up front. Revaluation, gain/loss, and translation flow from that design.
Consolidation and statutory reporting
Group consolidation, statutory reporting in multiple jurisdictions, and management reporting often pull from the same data — but with different rules.
Multi-legislation configuration
US, Canadian, Caribbean, and EU legislations each have specific configuration requirements. Mixing them in one Sage X3 instance is doable but needs deliberate design.
Sage X3 considerations
Folder, company, and site model
Folders, companies, and sites should reflect legal and operational reality, not historical accident. Getting this wrong is very expensive to fix.
Chart of accounts and dimensions
A unified chart of accounts and dimension scheme makes consolidation possible; entity-specific charts make it a manual exercise.
Intercompany configuration
Trade partners, intercompany invoice automation, and elimination accounts all need clean configuration.
Reporting strategy
Sage X3 reporting, SEI, or external BI — each is a valid answer; pick based on the reporting team's actual needs.
How PRH helps
- Group structure designFolder, company, site, and ledger design that matches the legal entity structure and reporting requirements.
- Intercompany flowsClean intercompany sales, purchases, transfers, and eliminations — configured and documented.
- ConsolidationGroup consolidation set up to produce defensible numbers without month-end heroics.
- Caribbean implementationsDirect experience with multi-currency, multi-jurisdiction Caribbean entities — including St. Maarten, Barbados, Trinidad, Antigua, and St. Kitts.