Configuration and Installation

Can someone explain the use of Work Calendars?   

Still new to Acumatica, so there are some features that I am now looking into that I feel may benefit our business.With our old accounting software, we used to manually round invoices, but they always went to our default AR/Sales accounts. I think that the Invoice Rounding feature in Acumatica would help us roll out this practice for all invoices. However, I am running into an issue with setting it up…I’ve enabled the feature under CS100000 and I’ve set the AR preferences to “Nearest” and “1.00.” We will not utilize the AP rounding so I’ve kept that at currency precision. However, when I do this in AR Preferences, it says: “To use this rounding rule, you should specify Rounding Limit on General Ledger Preferences (GL.10.20.00) form.”Problem is, nothing on the GL Preferences form says anything related to this. Looking into it further, I am also not able to specify a Round Gain or Loss account, which I would particularly be interested in for tracking the revenue from this practice. Am I

Hi, Does any one have instructions in how to create an EFT payable file in Acumatica without having the Canadian localization installed. Let me know. The price for the Canadian localization is a little too much for the client and we have to go through the customization route. Thanks,Frances  

Is it possible to restrict access to Purchase Requests by users/employee?Requestors should only have access to their request. Approvers can view theirs and those requiring their approval. Open requests accessible to users allowed to create requisitions

Team, anyone have suggestions how to fix the below mentioned issue. This issue occurs when we configure Azure AD in 23R1. “An item with the same key has already been added”

I have had some email accounts set up in the system for a while using OAuth with each email account using its own external application connecting the Acumatica instance to our Entra ID tenant. Soon we will need to set up business events to send email notifications out to users and so far they haven’t been sending the emails out. I’m not sure if it’s my email account configuration or my business event/automation schedule configuration. The only thing I’m not sure of that could be causing a problem on the email side is that I wasn’t sure if I needed to sign into the external applications using a 365 global admin account or a 365 user account and the same for signing into the email accounts.

Hello Everyone, We are encountering an error when attempting to update the status of project quotes from Draft to Prepared using the import-by-scenario feature. The ‘New Project ID’ cannot be empty and View name:Quote Please Advise.

Can someone elaborate on this step in the Avalara Implementation help guide: 13. Configure AvaTax for nexus states and map companies. Make sure the ID/Code are identical in both systems. What is meant by ID/Code?? I’m assuming it means the Companies, but Avalara is asking for Locations, so not sure where to enter the ID/Codes. As it stands these do no match because I’m not sure where the word “Primary’ is coming from.Acumatica ID’s:  Avalara Locatons: Thanks for any help.

Hi everyone, I configure an email account with google modern OAuth. The email sign in correctly and the Test run correctly but when I run Send/Receive all this error is showing, especially when I'm trying to process the receive mail.  also, if the incoming mail process is selected where do all the email receive should be found? 

I’ve been considering the difference between setting up restriction groups for Customers and Vendors versus using the Restrict Visibility To field in Acumatica. My thinking is that restriction groups might be more useful when there’s only one company/branch.Personally, when restricting Customers or Vendors, I prefer using the Restrict Visibility To field and specifying the company or branch. This involves creating the necessary access roles and applying them to the relevant company or branch. When a user logs in, they’ll only be able to see the Customers or Vendors associated with their assigned company/branch.In comparison, I find that restriction groups are more complex to set up and maintain. They can be applied to all customers or vendors using the "Apply" button under the customer or vendor class, but it’s more tedious.In your experience, when do you choose one method over the other?

the date contained in the rate table.  When taking this date in consideration; is this looking at the transaction date (date from timecard) or the system date like here 3/3/2026.   I created rate table with effective date 2/2/2026 and in our test system when I posted timecards with dates prior to 2/2---1/1,½,1/3 etc. it still applied the new rate.  There wasn’t a preexisting rate either.    

We would like to use Crew Timecards to capture hours‑only time entry for consultants working on a project, without adding additional labor cost to the project.These consultants are billed to our customer at billable rates, but internally their actual labor cost should be $0. The goal is to track hours for billing and project visibility while preventing added project cost.The hours / no‑cost portion is already working. I created separate user/employee records for these consultants and assigned a $0.00 labor rate, which allows them to enter time without impacting project cost.What I cannot figure out is how to route the Crew Timecard or the resulting Time Activities to the project’s approving manager for review and approval of the submitted hours.Everything I am finding indicates that approvals for crew time are driven by an Approval Map using the EP Time Activities entity, however EP Time Activities does not appear as an option in the Entity Type list when creating an approval map.My qu

Hello all, how can I extend the length of a segmentation key from 10 to 12 when data has already been created? When I try it, it comes to this error message:  

I am still learning what Time & Expense actually does.  One question comes up.  If I have a time card where part of the time entries are in, (for example), the month of November and the others are in the month of December, (or even if part of the time entries are in Fiscal Year 2023 and the others are in Fiscal Year 2024), how does Acumatica process those split entries when we want to close our Financial periods at the end of every month and the end of every year?Thank you,

I could very well be missing a basic setting. My company utilizes the following workflow:Customer requests a new workstation We go to our vendors and find the best cost We decide internally what we want the markup to be and estimate our services price We send a quote to the customer with our internally agreed upon price. After the customer signs, we convert to a sales order and select “Mark For PO” We then follow the PO process as is. When we create a quote, we want to be able to set the cost and price manually and review our margin details on the Totals tab. For larger purchases, we typically require pre-payment and we definitely don’t stock those kinds of items. Almost all items are purchased to fulfill customer requests. Because of this, we can’t adjust the cost for Lot/Serial tracked items with Specific valuation via inventory adjustments because we don’t have the item yet and wouldn’t be ordering until the customer agrees to the quote.  We are still in the process of implementing

Hello, I wanted to change about 1000 of our vendor’s from one vendor class to another using the Mass Update function of the standard Vendor GI.  When I go to do it it fails with an “Error: Update button disabled”.  Any chance someone here has run into (doing any function) that or do I need to open a support ticket?   I am on 2020R2 with the following build and customizations.  Build 20.200.0077 Customization: AIAHotfixCase161515,ASGClientForLifeDashboard,PVAULT[20.201.0051][2020.0.1.10],PVAULT[20.101.0032][2020.0.1.5] Thanks  

Hi Team, We would like to know about the below points : 1. Can Acumatica be implemented to Indian customers, if yes, then - are the country features like Tax, Local languages, Address pincode available in the Acumatica 2022 R1?2. We are able to see the country field and Local language also, but we are unable to select the pincode and the state for India.3. Suppose if we have our company with 3 branches setup in 3 regions (eg. India ,USA, and Italy) is it possible to have country specific language and localization? And can all this be done from a single instance? 

Hi,We are currently looking at moving forward with an implementation of Acumatica in our company but we are finding the demos are not detailed enough to drill down into some of the major things we are concerned about. Is there any way to get a copy of the installation software and maybe the demo database for us to install in a test environment and play around with different scenarios ourselves? It seems like the only way to download the software is through the Acumatica partner portal which we do not have access to.Thank You. 

Hi,I have setup password for my user in Live tenant as xxx. Same password is for user in Test tenant.When I update the password in Live Tenant to abc, the test tenant password is still the previous one i.e xxx.Is there a way or setting which can help me with password update across all tenants for my user? Thanks.

Hello Everyone, So one of my client want to have a bidding notifications in Acumatica if the request up to 20 million, so it will directly go to bidding even if they are already input the vendors name. Please help us to solve about this. But is it available in Acumatica, i mean without need like a special customization for this notifications biddings.Please help us about this, i really appreciate it.

This is the2nd or 3rd time it has happened to us that we have seen a change in permissions or other misc weird issues after a patch was installed.  Prior to the patch install last week PM role was able to create a task on the activities tab of a project.  We use it to manage/request a permit for a project.  After the patch it was greyed out so they no longer had permission to access it. I fixed it but I am frustrated because it not always easy to find the permission since the permissions are so granular its a time burden. I am trying to get all depts to do everything inside Acumatica rather than using Word/excel but it doesn’t help my case when I have users complaining because now they can’t get in. 

We have just upgraded to Acumatica 2025R2, and we know Classic UI will be completely deprecated in 2026R2.After checking with the community, we confirmed that for the same screen, all users must use either Classic UI or Modern UI uniformly; it is not supported to have some users on Modern UI and others on Classic UI for the same screen.Our original plan was to roll out Modern UI gradually: let a small group of tech-savvy, quick-learning users adopt Modern UI first for testing, while all other users stay on Classic UI. Since this approach is not feasible, we would like to ask what is the best migration strategy?Is the only viable option to switch screens one by one gradually ?Our actual situation: many of our end users are older, slow to adapt to interface changes, and resist any layout adjustments. Even moving a single button’s position will lead to complaints from users. We need a smooth, low-resistance migration plan.Please Advise.

Hi Acumatica People,I am setting up a new environment and I did the following: -created a customer after I had set-up my customer classes-set up my reason codes-set up my warehouse with locations -created two items-Entered receipts (like this): -Entered the order: We haven’t changed any setting associated with Project (which is part of our planned implementation). This order is non-project order (identified in our settings as X).  I am presently going through the “Project Inventory Tracking: Implementation Checklist”. Are there standard set-ups for the non-project, X, that I have missed? Thanks, Patrick      

Hey Everyone, I heard of an update to Chrome that will deprecate XSLT. Long Story Short - Classic UI screens will break November 17, 2026 onward. https://developer.chrome.com/docs/web-platform/deprecating-xsltThe only workaround at the time is to use Firefox Browser (or other non-chromium browsers) or use an older version of Chrome / Edge. I believe Acumatica is working on a patch / workaround for earlier versions of Acumatica (that don’t have modern UI). Important update to keep on your radar less your Thanksgiving gets ruined 😅This adds an urgency to update screens to Modern UI. I’m not sure whether screens will crash or loose functionality. I’m going to try to manually turn-off XSLT to see how screens respond.  Stay tuned in case any fix becomes available.