Discussions, Best Practices, and Product Feedback

Recently active
Forums
Help others

Chris HackettAcumatica Community Manager

Heidi Dempsey - Acumatica Community Featured Member for November 2024

Meet Heidi Dempsey our Acumatica Community Featured Member for November 2024. It’s great to have you as part of the Acumatica Community @Heidi Dempsey!Hello everyone. I am Heidi Dempsey, Subject Matter Expert for Construction and Projects. I have been with Acumatica for over 6 years since the beginning of the Construction module. I was raised in California and started my career in accounting after college. In the 90’s I had 4 kids within 5 years and stayed at home with them for many years. When I returned to the workforce over 20 years ago, I was able to combine my accounting and computer skills to enter the accounting software industry. It has been a joy to work with partners and customers on the functionality and seeing the software improve over the years. I live in the great Pacific Northwest and enjoy biking, kayaking and hiking. Some other passions are my family, travelling, baking, gardening and recently I have taken up playing piano.

18 minutes ago

Kandy BeattyCaptain II

Financials

Expense account is pulling from Vendor on bills, not inventory item

HI All,When entering a Bill, it is pulling the expense account from the vendor even when I put in an inventory item. I have checked the posting settings and preferences and feel like I am just missing something. Does anyone have any ideas? The client wants it to pull the expense account on for the item on the bill. My local Acumatica pulls in the item’s expense account though. Not sure what I’m missing. The bill with no inventory itemThe vendor GL accountsWhen I add the inventory itemThe inventory item expense account

216

29 minutes ago

CCCFreshman I

MYOB User Discussions

Payroll Overpayment, closed period

Hi,We have processed overpayments to 4 employees. Payments have been made. The period has been closed off.Does anyone have experience in recovering payroll overpayments through MYOB Acumatica, and can provide a bit of a step by step guide?Unfortunately, the system does not allow negative amounts or figures for any payroll codes/items. It is also very difficult at manually adjust PAYG tax in this system.I have tested a newly created Pre-Tax Deduction code which kinda works, but I can’t adjust the PAYG tax. And this would not 100% correctly reflect the reversal.

1 hour ago

khowe86Freshman I

Financials

Check recognition in AR

Hello! :) Does Acumatica have anything to streamline entry of deposits from scanned checks? I'm looking for something similar to the inbound documents feature on the AP side. Thank you!

101

1 hour ago

steph23Jr Varsity II

Everything Else

Add fields to the list of equipment on mobile app

I would like to add another field to the equipment list on the mobile app so that it appears in the list and is searchable. The field is available on the web version. How can I do this?Also does anyone know what GI is used for this equipment list?

112

1 hour ago

steph23Jr Varsity II

Everything Else

Filter appointment list on Mobile App

Currently the appointments shown on the Appointment List on the mobile app shows all appointments allocated to that staff member. We would like to only show appointments that has the ‘Not started’ and ‘In Process’ statuses. How do we do this? Also I believe the Appointment List on the app is the ‘Appointment Summary’ on the web version.Is this correct?

122

1 hour ago

WedgeFreshman I

Import and Export Scenarios

Import Scenario for AP Bills Can't override default subaccount

We have an Import scenario for AP Bills and Adjustments to pull in large numbers of payments. But the import fails with the following error. “Field: Subaccount, Value: 605 , Error: 'Subaccount' cannot be found in the system. Please verify whether you have proper access rights to this object.”The vendor has a default Expense and Expense Sub Account set on the vendor record. We are trying to override those in this case using the import scenario and can’t without getting this error. If the record is entered manually we can override it just fine without error. Removing the default Expense and Expense Subaccounts also allows the import to work without error, but it’s pointless to have to do that. The import scenario is very basic for importing AP Bills:My question is, has anyone experienced this and what can we do to allow the import scenario to override these account values without getting the error?

259

1 hour ago

dsimone20Jr Varsity III

Manufacturing

Over produce when preassigning lot numbers

Client is preassigning auto numbered lot numbers for manufacturing. The original RO is for a qty (48), but because less material was scrapped, they were able to make 49. Trying to update the qty to 49 on the Move looks like it will work:But it makes this error:Any ideas or settings we are overlooking?

1 hour ago

nboiniFreshman I

Import and Export Scenarios

Getting "The required configuration data is not entered on the XPMSetup form" on lockbox Payments Import

We created an Import Scenario to read lockbox file and create payments and load documents. Worked fine in our test environment.Moved the same to PROD and now getting below error on the Import Scenario.The required configuration data is not entered on the XPMSetup form. Please help me find what is XPMSetup form? Thanks,NB

2 hours ago

NickCerri4Freshman II

Construction

Allocation Rule Resulting in Negative Budget

Hey, team - I’m a little new to allocation rules so any assistance would be AWESOME! Got a client who is applying Labor at a standard rate and then replacing the standard amounts from payroll. They are getting a negative value in the balances for the APPLIEDOVH Expense and want this to zero out. They have a credit account associated with this step of the allocation rule - is this as simple as removing that account? Thanks! Here’s the task Here is the allocation rule.

224

2 hours ago

Discussion Forums

Get inspired and gain all the knowledge you need

Financials

2100 topics
7028 Replies

Distribution

2066 topics
7733 Replies

Manufacturing

742 topics
2794 Replies

Construction

697 topics
2479 Replies

CRM

222 topics
673 Replies

Field Service

344 topics
1142 Replies

Retail

512 topics
2340 Replies

Payroll

244 topics
856 Replies

Professional Services

1 topic
1 Reply

Low Code | No Code Customizations or Integrations

323 topics
1206 Replies

Develop Customizations

2816 topics
11443 Replies

Develop Integrations with Web Services | APIs

707 topics
2840 Replies

ISV Solutions

131 topics
541 Replies

Configuration and Installation

908 topics
3338 Replies

Reports and Generic Inquires

2091 topics
8176 Replies

Import and Export Scenarios

800 topics
3293 Replies

System Health and Performance

147 topics
562 Replies

Community site discussions

270 topics
529 Replies

Community Introductions

95 topics
293 Replies

Everything Else

837 topics
2792 Replies

Technology Partners and Customers

Forum for Acumatica technology partners and customers to collaborate on their unique products

MYOB User Discussions

16 topics
41 Replies

JAMIS Prime User Discussions

3 topics
1 Reply

News & Announcements

Get the latest on our community & company!

Acumatica News & Updates

124 topics
177 Replies

Events & Meet-ups

150 topics
92 Replies

Developer Newsletter

19 topics
0 Replies

49 topics
0 Replies

Kandy BeattyCaptain II

Financials

Expense account is pulling from Vendor on bills, not inventory item

216

29 minutes ago

CCCFreshman I

MYOB User Discussions

Payroll Overpayment, closed period

1 hour ago

khowe86Freshman I

Financials

Check recognition in AR

Hello! :) Does Acumatica have anything to streamline entry of deposits from scanned checks? I'm looking for something similar to the inbound documents feature on the AP side. Thank you!

101

1 hour ago

steph23Jr Varsity II

Everything Else

Add fields to the list of equipment on mobile app

112

1 hour ago

WedgeFreshman I

Import and Export Scenarios

Import Scenario for AP Bills Can't override default subaccount

259

1 hour ago

dsimone20Jr Varsity III

Manufacturing

Over produce when preassigning lot numbers

1 hour ago

nboiniFreshman I

Import and Export Scenarios

Getting "The required configuration data is not entered on the XPMSetup form" on lockbox Payments Import

2 hours ago

mpishchukFreshman I

Develop Customizations

"Help" side panel customization

Hello!Can you please help me with the issue of customizing the Help side panel?I want to add this panel to my custom screen and display there some articles related to it - references to some custom Wiki pages that I created as well as some Acumatica predefined.Worth noting that default workflow after clicking ❔ button is a redirection to default Help page with a list of all Wikis.I created a wiki page that is structured in the way I read on a help portal - here - to somehow bind screen and wiki page.And now if i press ❔ button on my custom screen only that bound wiki page opens.If possible, how could I configure system to open that side panel instead of a wiki page? Furthermore could I also create content of Help side panel myself? Thanks for your answersHelp side panel on Carriers (CS2077PL) Acumatica screen as an example

676

3 hours ago

GavinWorsleyFreshman I

Reports and Generic Inquires

Need to show number of customers I have on dashboard upon login - how?

Hello Community.I have 15 sales staff.When they log in I want them to see the number of customers they have on the dashboard. How do I create this filter? every way I try I have failed. should be @me for login and salesperson

3 hours ago

myoungFreshman I

Everything Else

Has anyone encountered: “Error: An unexpected error occurred invoking “startTwoFactorPipeline” on the server.”?

1193

3 hours ago

New to the community?

Get Started HERE and be sure toIntroduce Yourself

Acumatica User Groups

Educational Resources

Community Library

Blogs

What you may have missed in the Acumatica Community! September, 2024

User leaderboard

Show full leaderboard

Acumatica employee leaderboard

Show full leaderboard

Badge winners

MichaelShirkhas earned the badge Customizations expert
tharinduweerasooriya90has earned the badge Easy talker

Show all badges

Acumatica Community

New to the community?

User leaderboard

Acumatica employee leaderboard

Badge winners

Events Calendar

Sign up

Social Login

Login to the community

Social Login

Scanning file for viruses.

This file cannot be downloaded