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Release:    2026-5.54.0          Update: July 30, 2026  United States Federal401(K) – effective July 30, 2026Payroll now supports Rothified catch-up contributions, ensuring compliant tax treatment and W-2 reporting for employees whose catch-up contributions must be made as Roth under SECURE 2.0.Two new settings are available for 401(k), 403(b), and 457 plans:Rothified Catch-Up – When enabled, catch-up contributions above the standard elective deferral limit are automatically treated as Roth (after-tax), even if the underlying plan is set up as pre-tax. Applies to employees using the Higher Benefit Catch-Up Limit. Rothified Catch-Up Method – For employees contributing to both pre-tax and Roth deferrals, this setting controls how the catch-up is calculated: Proactive: (default original behavior) Roth contributions are counted first, so more of the pre-tax deferral converts to Roth once the standard limit is reached. Corrective: Pre-tax contributions continue up to the standard limit bef

I am migrating a 25R1 Self Service Portal to 26R1. I have the main site running in 26R1 with my customizations.I installed the portal against my 26R1 database.  I created a new VS project and copied in my code from the 25R1 stuff.  It is all kinds of broken.  The PX.Objects.SP is gone.  I added PX.Objects.Portals.dll into my project and it resolved some of the bad references.Does anyone know what assembly I need for PortalSetup?  I also used SP.Objects.IN.Descriptor.  That is missing too.Is there some reference material as to what I need to do to fix my bad references?  Sorry if it is something I should know about already, but I am not able to find anything.

Does someone know if Acumatica is planning something to handle the catch-up contributions for 2026? Standard contributions will be pre-tax, and catch-up will be taxable. Thanks,  Andres  The 401(k) employee contribution limit for 2026 is $24,500, with catch-up contributions of $8,000 for ages 50–59 and $11,250 for ages 60–63.Standard Contribution LimitsFor 2026, the maximum employee deferral to a 401(k), 403(b), or 457(b) plan is $24,500, up from $23,500 in 2025 (IRS Notice 2025-67). This limit applies to the combined total of traditional pre-tax and Roth 401(k) contributions.  IRS+2Catch-Up ContributionsAges 50–59: Eligible to contribute an additional $8,000, bringing the total possible contribution to $32,500.    3 Ages 60–63: Under the SECURE 2.0 “super catch-up” provision, participants can contribute an additional $11,250, for a total of $35,750 if their plan allows.    3 Starting in 2026, catch-up contributions for employees aged 50+ who earned more than $150,000 in FICA wages in

I created a GI that monitors SO Lines for items that are “Explodable” which are designated via an item attribute. I’m new to creating business events but I want an import scenario to run when new records are added to this GI. When the items are exploded the “Explodable” item is deleted from the sales order, thus not returning to the GI that monitors sales order lines. Do I have my business event set up correctly? I can’t seem to get it to fire.  XML AttachedThe import scenario itself operates as expected.

We have an issue where our team processed a production Move transaction for the incorrect qty. and work order closed. Finished goods is now overstated and raw/pack understated. What is the best way to return and deconstruct some of that product to reduce our FG and increase the Raw/Packs?

Info:Payroll is currently supported in all US States and Canadian Provinces. (Partners who have not implemented payroll in Canada should still create a presales support case first.) Payroll is not officially supported in US Territories (Puerto Rico, etc.)  Functionality Puerto Rico Virgin Islands (US) Guam American Samoa Norther Mariana Islands Setup Work Location Yes Yes Yes Yes Yes Hire Employees Yes Yes Yes Yes Yes Process Payroll Yes Yes Yes Yes Yes Government Reports - - - - - Create US W-2 Yes Yes Yes Yes Yes Create Territory W-2 or equivalent form - - - - -

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!

Does anyone have a list of the financial institutions in Canada that are currently integrated with Acumatica for bank feeds? Thanks in advance,Kevin

Hey, gang - I’m not able to link an Employee to a user and for the life of me I can’t figure out why.   The Employee is not selectable in the Linked Entity  The emails between the Employee profile and User profile are identical There is NO contact that the employee or user is linked to. There are other employees that have similar configuration (Class, Branch, Department, etc.) that have no issues linking. There IS a business account and vendor set up for this employee, but there is no meaningful link between the BA/Vendor and Employee other than the name.Any ideas on where else I need to look?  

I work in a furniture business and looking at ways to reduce manual entry of Sales Orders. We have many small sized customers who do not have advance tech ability and often send their order either as a PDF attachment or in the body of an Email.  They are not too interested in EDI.  I’m looking for a system can read these PDF/emails as they are the same format each time and automatically import and create a SO.  Currently only found Artsyl but I’d like to review a few.Does anyone use a system like this already?  I am very interested in you experiences and suggestions.Thanks

I’ve used some of the samples for conditional formatting based on values, and I think I’m missing some small bit.I’ve added the code below.On the first field, referencing the custom field, it will always return “false”. That field is in the extended “CROpportunityHeader” which is the class for the view “Opportunity”. Slightly interesting point, if I intentionally misspell the custom field name it does the same thing, leading to believe that I need to do something to indicate it’s in a DAC Extension.On the second colored field, when I reference “CuryAmount” rather than the custom field it seems to works as expected.template>   <style>    [data-has-value="true"] input {    background-color: #d4edda !important;    color: #155724 !important;    }    [data-has-value="false"] input {    background-color: #2bb14a !important;    color: #155724 !important;    }     [data-rating="green"] input {        background-color: #155724 !important;    }    [data-rating="red"] input {        back

Is there a way to have an option on the Sales Order screen to print a copy of a Sales Order without any pricing? There are times when we may have an order that we have to give to an employee and we do not want any pricing printed on the SO. It would be nice to have an option called “Print Order - No Prices” as a menu option from within the Sales Order screen. Thank you!

I’m a wholesale distributor with my own fleet of delivery trucks and daily delivery routes. Is there a way in Acumatica to sequence individual shipments so they appear on the Truck Manifest IN THE SAME ORDER in which they would be delivered? OR since the Manifest is generated from a Picking Worksheet, is there a way to sequence shipments on the Picking Worksheet? Thanks.Mike PetersSanico, Inc.

We have a large customer that places multiple orders per week. Since the customer has central receiving we think it will make the most sense to create a bulk Batch Pick List for picking purposes. However, the delivery route that services this customer INCLUDES SHIPMENTS FOR OTHER CUSTOMERS as well. These “other orders” would be on a separate Pick List, and hence a different Picking Worksheet and Truck Manifest.In this scenario, Is there a way for us to create a Batch Pick List from one set of shipments for picking and then re-create another Pick List to include the batched shipments with the shipments for other customers? Or, can separate Worksheet #’s be combined into one Truck Manifest? I’d rather not have our drivers have to carry two separate manifests. THanks.mikeSanico, Inc.

Hi All,I have a dashboard with 20 widgets. It's causing the dashboard to load slowly (approx 30 secs).We have already done SQL optimizations on the GIs, and also added Refresh Widget intervals — this helps with caching on repeat loads, but not the initial load.Our remaining bottleneck is browser connection queuing: all ~20 widgets fire simultaneously on page load, and since browsers cap concurrent connections per host, later widgets queue behind earlier ones — this accounted for more total load time than the SQL cost did.Also aware that Acumatica suggests a max of 10 widgets per dashboard, but this isn't a hard stop.Questions:Does Acumatica's Dashboard framework support lazy-loading widgets (only fetching data when scrolled into view), a "load on demand" setting (as opposed to loading everything on page open), or parallel/staggered loading? Is there a supported way to stagger initial widget load requests on page render, rather than all firing at once?Or any other way to help make the d

We maintain a few different Shopify store that feed into Acumatica. One of them closed earlier this season and we had one store created to test out some functionality. As we are launching a few new stores we want to keep ACM clean. There is a delete icon in the Shopify stores toolbar but it is always greyed out. Is there a way to delete? 

Hi Everyone,I'm facing an issue while trying to import a snapshot in Acumatica.Environment:Acumatica Version: 25.101.0153 Deployment: Local IISIssue:When I navigate to SM203520 (Tenants) → Snapshots → Import Snapshot, select the snapshot file, and click Upload/Import, I immediately receive the following error:Error: The file is not found, or you don't have enough rights to see the file.I've attached a screenshot of the error.What I've checked so far:Running as an administrator. Verified that the snapshot file exists. Confirmed that the user has administrator privileges in Acumatica. Restarted IIS and the application.However, the same error still occurs.Any suggestions or guidance would be greatly appreciated.Thank you!

We set up a prepayment terms ID with the settings to require %100 prepayments for an order to be processed. When using integrated credit card processing for payments, such as Authrize.net, we find that the system will recognize transactions that have only been autrhorized (not captured) as paid and apply it towards the order.See the screenshot of such a payment in the sales order.  Is there a way to overwrite it and it should recognize it only when it’s captured? Below is a screenshot of the terms set up. 

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We have 5 Companies that have different cash accounts.  A payment was posted in Company 04, and a deposit was made in Company 04 in Acumatica.  However, when attaching the backup, it was noticed the checks we deposited into the wrong company at the Bank and went into Company 01.  Since the payment and deposit were all made in the correct company in Acumatica, as well as in the subaccounts, can a Transfer Funds from Banking module be used?  I was also thinking of using a Journal Entry and using our intercompany accounts. What is the best way to record a deposit posted in the wrong company with the bank.  Everything in Acumatica was correct.  

Does anyone know of a way to generate production tickets from MRP for the total quantities that are in demand for an item.  Currently it is showing the same item multiple times and if you generate tickets it will create one by one instead of a sum of the quantity.  If we manually sum the qty and create a work order for that quantity, mrp still shows the demand one by one until it’s complete.  Quite cumbersome to keep on track.  Any suggestions?

We are currently using the DocuSign integration, however, we find the workflow and click requirements to be extremely tedious and excessive. We are using it to send out rental contracts (through the Sales Order screen and form) to be signed by our customers. The form we send to be signed changes very little between customers, yet we still have to manually edit every form being sent through DocuSign to place the signature lines and initial lines on the document. There is apparently no way to create a template? It takes as long, or longer in some cases, to prepare the DocuSign document than it does to prepare the Sales Order. It should take almost no clicks or time to prepare the document for signature. It should be, at most, a toggle button to say “Send DocuSign” or “Require Signature” or something along those lines. A copy of the “signed” document does NOT get attached to the Sales Order automatically and there is no way to track the DocuSign envelope status from within Acumatica. It a

Hey team, did anybody found a way to change Service Order type after its created (even after appointment is created) without the need to cancel and re-create everything from scratch? This feature would be super helpfull!

Hi,I have a requirement to restrict users from viewing Workgroup Approval records.Although the My Approvals filter is selected by default, users can still switch the filter to All Records and view Workgroup Approval records that they should not have access to.Is there a standard way to prevent users from selecting All Records, or otherwise restrict them so they can only view their own approvals (or the approvals they are authorized to see)?TIA.

I have downloaded the msi package 3 times and cannot get it to unpack into a folder.​​​​