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Ask a Question, Get an Answer - May 26 - May 30, 2025 - Great job last week, need some extra help in financials!

  • May 30, 2025
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Chris Hackett
Community Manager
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It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".

Connect, Learn, Share

 

Idea Management Updates

Great News - we've made it easier for you to track your ideas. We've simplified how we categorize them - so now there are fewer, clearer options. That means you'll be able to see exactly where your suggestions stand.

 

Taha Yab Ali - Acumatica Community Featured Member for May 2025

Meet Taha Yab Ali our Acumatica Community Featured Member for May 2025. It’s great to have you as part of the Acumatica Community ​@tahayabali!

 

Acumatica User Groups

New! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCal Acumatica User Group Request to join today!

Upcoming meetup! SAVE THE DATE | June 4th @ 3-5PM | Utah AUG Meetup | Meeting at TRA Snow & Sun | TRAILD Finance Automation Sponsor

Note - You need to be a member of the group in order to access/RSVP. If not a member, go to the Utah Acumatica User Group site, Request to Join, once approved, RSVP there to the event.

All Acumatica User Groups

 

How to Answer Questions on Acumatica Community - We need everyone’s help!

Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives.

 

Announcements, Hot Tips, and Blogs

How to populate the Calendar Board for a demo environment that uses the SalesDemo data

How searching works on the Acumatica Gainsight Community Platform

 

 

Shoutout to the following members who provided tips and assisted with unanswered questions last week. Thank you for all your help!

 

​@RGI ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@jfbrut91 ​ ​ ​ ​​ ​ ​ ​ ​  ​@ray20 ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​​ ​ 
​@aaghaei ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@bcoutermash09  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@Naveen Boga ​ ​ ​ ​  ​ ​ ​ ​ ​ ​  ​  ​ ​ ​ ​ ​ ​ ​ ​ 
​@sangland ​  ​ ​​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​  ​ ​ ​ ​  ​@ricoybanez ​ ​ ​ ​​ ​ ​ ​ ​ ​ ​ ​  ​@nhatnghetinh ​ ​ ​ ​​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​  ​ ​ ​ ​  ​ 
​@darylbowman ​ ​ ​ ​ ​  ​ ​ ​ ​ ​   ​ ​  ​ ​ ​ ​ ​ ​  ​@dcomerford ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​@Olesia Alpeeva  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@Nilkanth Dipak ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​  ​ ​ ​ ​  ​ ​ ​  ​@harutyungevorgyan  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​  ​@vdiaz ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@PragatiMalviya64 ​ ​​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​  ​@RLindsay ​   ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@JordanIntegrationFox ​ ​  ​ ​ ​ ​ ​ ​ 
​@hkabiri ​ ​ ​  ​ ​​ ​ ​ ​ ​  ​@MarciaW ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​  ​ ​ ​  ​@BenjaminCrisman  ​ ​ ​ ​ ​ ​ ​ ​ ​​  ​ ​  ​ ​ ​
​@Ankita Tayana ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​  ​ ​ ​ ​ ​   ​@lauraj46 ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​  ​​ ​ ​ ​ ​@AdelinaBasyrova75 ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@andriitkachenko  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​     ​ ​   ​@Dylan24  ​ ​ ​  ​ ​ ​  ​ ​ ​ ​ ​ ​ ​  ​ ​ ​  ​@LauraBarber24 ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​​ ​ ​ ​ ​ ​ ​ ​
​@meganfriesen37 ​ ​ ​ ​    ​ ​  ​ ​  ​@Sai Chettiar ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​  ​@smuddurthi81 ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@DrewNisley ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​ ​  ​ ​ ​​ ​ ​ ​  ​@Vignesh Ponnusamy   ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@Siddu ​ ​ ​ ​ ​ ​ ​  ​ ​ ​    ​ ​ ​ ​ ​ ​ ​ 
​@MattWSM ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ ​ ​ ​ ​  ​@Slandreth211 ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@krausef77 ​  ​​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ ​ 
​@Freeman Helmuth ​    ​​ ​  ​ ​  ​ ​ ​ ​ ​  ​@Keith Richardson ​ ​ ​​ ​  ​ ​ ​ ​   ​  ​ ​ ​ ​ ​ ​ ​  ​@tsnyder16 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@mike.gillum ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​  ​ ​ ​ ​ ​  ​  ​@joelhoffman ​ ​ ​ ​ ​ ​  ​ ​ ​ ​  ​ ​ ​  ​   ​  ​ ​ ​  ​@dgodsill97 ​ ​ ​ ​​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@Dmitrii Naumov ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@asnell64 ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​  ​@Tara Hodgkins ​ ​ ​ ​ ​ ​  ​ ​​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@travislawson ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​  ​@Jaclyn Ng ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@cberwaldt ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@ESTEPALINA ​ ​ ​ ​ ​ ​ ​ ​ ​@iqraharrison ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​@olgakonanykhina22  ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ 
​@abaranovhs ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​  ​  ​ ​  ​ ​ ​ ​  ​@DaveColeman ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ ​ ​ ​ ​ ​  ​@lairdtim ​ ​ ​  ​  ​​ ​ ​​ ​ ​ ​ ​ ​ 
​@jinin ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​  ​ ​ ​ ​  ​@YasasWithanage76 ​ ​ ​  ​ ​ ​ ​ ​  ​  ​ ​ ​ ​  ​ ​ ​  ​@edwardmcgovern53 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ 
​@angierowley75 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​    ​@Tiffany Seeland ​ ​ ​ ​  ​ ​ ​ ​ ​  ​ ​  ​ ​ ​ ​ ​  ​@Django ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ 
​@thoyt76 ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​@mblassingame35 ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​  ​ ​ ​  ​  ​@SoniaEchols90 ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​ ​ ​ ​  ​ 
​@pauldubuque13 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​  ​ ​  ​@rkenna ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​  ​ ​ ​   ​@jessica.pidgeon ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​​ ​ ​  ​  
​@clarissadacanay44 ​ ​ ​ ​ ​ ​ ​  ​  ​  ​ ​ ​   ​@asmith50 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ ​ ​ ​  ​@ericberube ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​  ​  
​@eherdezpe ​ ​ ​  ​ ​ ​ ​ ​ ​ ​      ​  ​ ​  ​@mdickson1 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​  ​ ​ ​ ​ ​ ​  ​@prabhum01 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  
​@johnh3 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​@BEXJens ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​  ​  ​ ​  ​ ​  ​@Mike Bradshaw ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ 
​@scottstilson ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​@jharsh ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​  ​  ​ ​ ​  ​@josiahl64 ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​ ​ ​ ​ ​ 
​@Saikrishna V ​ ​  ​ ​ ​ ​ ​ ​  ​ ​ ​  ​  ​ ​  ​@sroberts29 ​ ​ ​ ​  ​ ​ ​ ​ ​ ​    ​ ​ ​ ​@Janella ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  
​@PrasadIllapani76 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@jwestermann17 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​  ​@StacieJurczak41 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@trieger  ​@mario16  ​@sean21 

 

Think you have a potential answer, Jump In!

Help a Fellow Community Member Out!

Here's the list of questions that need response for this coming week. Hopefully with everyone’s help we can clean some of these up which may help others seeking similar answers in the future. Grab one before they’re gone:sunglasses: !

 

Construction - Max Costs Adjustment

Construction - Rental Groups

 

Develop Customizations - ModernUI field modifcation

Develop Customizations - Error: Inserting 'Location' record raised at least one error. Please review the errors. on Supplier Screen Custom Button

Develop Customizations - Encountering issues in 25R1

 

Develop Integrations with Web Services | APIs - RefreshToken always expires after 24 hrs

Develop Integrations with Web Services | APIs - trouble updating and adding allocations to a shipment detail via REST

Develop Integrations with Web Services | APIs - 

 

Distribution - How are installment payment invoices linked?

Distribution - Column Names change in PowerBI to Caption description - WHY

 

Everything Else - I need help allowing more than ten credit cards to a profile

 

Field Service - Aggregate info from multiple appointments

 

Financials - Adding in Manual Taxes For Each Line Item?

Financials - Is there any way to setup 2 commission periods per month?

Financials - Streamlining Expense Receipt Workflow

Financials - GL Budget Access - Budget Article Restriction Groups Question

Financials - Add GL code to Bills and Adjustments report

Financials - Challenge Unclearing an Item Cleared through statement

 

Import and Export Scenarios - Import CM to clear Prepayments error with "An error occurred during processing of the field Reference Nbr.: Error: 'Reference Nbr.' cannot be found in the system."

 

Low Code | No Code Customizations or Integrations -  Table in Dashboard – Display Line Breaks

 

Reports and Generic Inquiries - Issue with Inventory Valuation Report Sending Multiple Attachments by Warehouse

 

System Health and Performance - Does Acumatica restrict directly editing Customization Projects in the production environment 2024R2?

 

Thank you all for your efforts! 

@Chris Hackett

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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