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Wondering if anyone is successfully using Bank feeds in Canada? Looking for strategies that work.  The client banks at BMO and BNC and we’ve had a hard time making connections to either. We’ve tried both Plaid and MX with no real success.  We did have a connection to BMO but using a bank card instead of normal account credentials but that has since stopped working. And at one point we were able to connect successfully using MX but the Refresh did not return any transactions on accounts that definitely had transactions.  Very frustrating!

Hello, this is a message aimed at current Case Management customers,The CRM team is exploring a potential new AI feature for Acumatica CRM that automatically surfaces similar past cases, so support teams can find and locate solutions faster instead of solving the same problem from scratch every time. The goal is less manual digging, quicker resolutions, and more consistent answers across your team.To build this well, we want to test it against real-world data — so we're looking for a few community members with large, established case databases that make use of the Closure Notes functionality who'd be willing to work with us during early development. This would involve reviewing early versions and giving us direct feedback on relevance and usefulness of our findings.If you're interested (or just curious to learn more before committing), please reach me directly via DM — we'd love to chat. Thanks in advance to anyone willing to help shape this idea into reality. Best, The Acumatica CRM P

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 Don’t miss updates, subscribe to Community site discussions for weekly updates and Acumatica News & Updates for important news. Also, be sure to subscribe to you discussion forum of interest. Welcome to the AI/ML Community SpaceOver the past several months, we have heard from partners and customers across our ecosystem who share the same interest: a place to talk about AI at Acumatica, together. This space is our response to that, and we are glad to finally open it up.AI/ML Community Space Rohit Rattan - Acumatica Community Featured Member for August 2026Meet Rohit Rattan our Acumatica Community Featured Member for August 2026. It’s great to have you as part of the

Version 26.101.0225I’ve modified the Customers screen (AR303000) in Modern UI to add a detail grid to the Contact tab and to add some action buttons above the grids.In my development environment, everything looks as it should: When I publish this to the sandbox environment, two of the buttons are missing: Using F12 to view the source I can see that the missing PXActionState code is there. The button is simply not visible.How might I go about figuring out why it isn’t appearing?C# and TS code below: public PXAction<CRContact> ResetMagentoPassword;[PXButton(Category = "ECommerce")][PXUIField(DisplayName = "Reset Magento Password", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]...public PXAction<CRContact> CreateMagentoCustomer; [PXButton(Category = "ECommerce")][PXUIField(DisplayName = "Create Magento Cust.", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]...export interface ContactDetail_TPMagentoMods_generated e

Is there a way to “Close” inactive projects? When we updated there is now a “Close” option in projects after “Completing” a project. I’d like to close all of the projects we have complete that will allow me to “Close”. Is there a way I can mass close without going into each individual project?

Hello,I am trying to make the records on the Approvals screen scrollable on Modern UI, rather than going through pages using the Next button. The screen is scrollable in Classic UI by default, without any screen-level change.For this requirement, I added a TypeScript extension as below: import {    removeDecorator,    gridConfig,    GridPreset,    GridFilterBarVisibility,    GridNoteFilesShowMode,    GridPagerMode,} from "client-controls";import { EPApproval } from "src/screens/EP/EP503010/EP503010";export interface EPApproval_P24KEPApprovalsRecordsPerScreen_converted extends EPApproval {}@removeDecorator("gridConfig")@gridConfig({    preset: GridPreset.Processing,    showFilterBar: GridFilterBarVisibility.OnDemand,    allowUpdate: false,    showNoteFiles: GridNoteFilesShowMode.Suppress,    defaultAction: "EditDetail",    pagerMode: GridPagerMode.InfiniteScroll,    adjustPageSize: false,})export class EPApproval_P24KEPApprovalsRecordsPerScreen_converted {} But even after publishing the

When using Inter-Branch Accounting, the Due to/from entries don’t post until release. Then, the debits and credits are totalled for each branch pair and posted to the Balance Sheet. Is there any way to have the Due To/From for each individual line affected by the Inter-Branch Mapping?I’ve tried Detail/Summary posting on the COA with no success.

Has anyone tried ACUMATICA integration with Rippling HRIS for Asia region? Much appreciated for your information and sharing on how it worked also what are the challenges during implementation, Thank you

Have anyone can provide the Datawedge configuration to parse GS1 barcodes to Acumatica using a TC52/TC53 Zebra devices?

Is it possible to use product configurator in Disassembly production order. I tried to do it but system is not displaying the configurator information to that we have configurator for this item and I am able to create normal Production order with the configurator.  

Dear community,We are in the process of migrating Pivot Tables to the Modern UI and would like to collect some feedback and information about the usage scenarios.In the Classic UI, there is an option to create a pivot table directly from a GI as a GI’s tab or to go to the SM208010 Pivot Tables form and create a pivot table as a separate form with its own Screen ID and a menu item.Can you please share your usage scenarios for the second option? (pivot table as a standalone form)

Hi everyone! Anyone here who experience slow loading on 2024 R2 instance in general? My current version is Build 24.207.0011.

Hello,Could someone please help me understand why this screen is broken?There are no custom extensions or modifications applied to this screen, so I’m not sure what could be causing the issue.  

We upgraded our client to Prime from Advanced.Shortly after, we upgraded from 2024.1 to 2025.1We are experiencing extreme speed issues ever since.We have a case logged since 10.28.2025 but no resolution yet.Is anyone else experiencing slow down since upgrading either their license or version?I’d be interested to hear.Thank you.

All of my Sales Orders in the Details tab show <SPLIT> in the Sched. Shipment Date and are empty when checking Line Details. The Sales Order has a Sched. Shipment date entered in the Shipping tab and the Purchase Order has Promised On date entered. I’m trying to understand why they are always showing <SPLIT> instead of the dates provided?

Dear ALL,I performed Wave Picking exactly as shown in the YouTube tutorial However, when scanning the Pick List on the "Pick, Pack, and Ship" screen, the system displays the error: "The 000006/1 shipment is not found."    Is there an additional step I need to complete beforehand? Please advise.Best Regards,NNT

Hello - I am attempting to use the attached file to import new vendors into our system. We have used this format before and have no issues. I get an error message saying “Cash Discount Sub cannot be empty (screenshot 1). However, the cash discount sub is not a required field in our import scenario. Am I doing something glaringly wrong here? Any input would be appreciated. Thanks!Attached is the file we are imported, as well as the import scenario.   

i am attempting to publish a customization project on an instance running on localhost (build 26.100.0175.4) on my dev box.  if i publish from the CPE, it fails:[2026-08-26 23:58:36.965] Validation finished successfully.[2026-08-26 23:58:45.103] System.ApplicationException: The customization document has been changed after validation.   at Customization.CstManager.Publish(Int32 hashCode, ICustomizationLogger logger)   at PX.Web.Customization.Controls.Publish.DoPublish(Int32 hashCode, HttpResponse response)[2026-08-26 23:58:45.111] An error has occurred. Please report this error to the technical support and attach the information provided above.instance is running on a W11 box; no other users are connected, no IDE is running, only one instance of Edge is open, with the main browser open to SM204505, and the CPE window open attempting to publish.  no other customization projects are published in the instance.   the project contains no Modern UI items, and modern UI is not enabled on any

"In Acumatica 25R1 GI, ARAdjust fields adjgRefNbr, adjgDocType, adjdRefNbr and adjdDocType all return 'could not be bound' error. What fields are available on ARAdjust table for joining to ARPayment in a Generic Inquiry?"

We have a situation where we agree to credit and refund a customer for a faulty item but we don’t ask for the item back.For reporting purposes we want to process this through sales orders rather than in AR as we want to track the stock items, quantities & values of these.Is there a way to process such a return that does not generate a stock receipt transaction ? Does anyone else have this kind of process to deal with and if so how do you handle it ?Many thanks !

Since upgrading to 2025 R1 (build 25.201.0213.2), 0VPN cross-reference entries no longer resolve on transfer receipts in Receive and Put Away. Standard PO receipts work fine. Typing the inventory ID directly works, and adding a BARCODE cross-reference also works, so it appears the transfer receipt path is filtering out 0VPN as a valid lookup type.This worked before the upgrade. Has anyone else seen this or is there a known fix?

How can customer payments be set off against another customer account in Acumatica when there is no established parent-child relationship between the customers, and without creating debit or credit notes?Looking for recommended approaches or best practices.

We plan to enable Modern UI for users starting from 2026 R1. So I finished migration and testing on my local 2026 R1 instance, and I can publish the project normally here.I know this is not a standard practice, but I just wanted to see how Modern UI works in a real environment. Therefore, I tried publishing this project to our online test environment(2025R2), which is a clone of our production environment (2025R2).Strangely, the publication failed, and no additional error details were shown. I tried a common workaround:removed all Modern UI files and republished the project, and it succeeded. But after putting the Modern UI files back, the publication failed again.---This workaound does not work for me.Then I ran NPM commands manually. Building a single screen, an entire module, or executing npm run build-dev -- --env customFolder=development all completed successfully. I could also see the updated Modern UI changes on the pages.---This is my workaourndI have achieved my original goal

We have a very large product count (400k+ SKUs) and are looking to launch our Shopify store on Shopify Plus very soon. Shopify has given us increased API capacity for 30 days, but now I'm getting the following error when trying to sync:Adding the specified count to the semaphore would cause it to exceed its maximum count.Has anyone run into this? Any guidance appreciated.  

I’m running into a strange issue where I have a customization project targeting PO screens with multiple purposes - some validations to prevent certain combinations of projects and subaccounts, and another to unlock certain fields like descriptions and such while the po is in pending approval status. When I publish this project on my local dev environment, all works great (no other customization projects installed). When I publish this exact same project on a client’s cloud environment, the validations work but the field unlocking under pending approval status does not. Both environment have exactly the same version and patch deployed (2026R1 Patch1). I’ve unpublished all other customizations and only published this project in both environments, and the same happens. In the dev environment, everything works as expected in both classic UI and modern UI. In the cloud environment it does not work in either. This customization used to work in 2025R1 on the cloud environment, but stopped wo