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Question

Projects opening revenue budget uploads

  • October 7, 2025
  • 0 replies
  • 25 views

Hi

We have recently gone live with Acumatica, the company doing the implementation

 

With current live projects opening balances and revenues were loaded via the Project Transactions.

 

With doing this process when we run the billing on a project, previous claim values and retainage is not recognised.

 

How should I be re-doing the opening project balances so values are recognised so the progress claim/ Proform Invoices workflow can be utilized

 

Thanks