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Hello - I have also submitted this as a request for product development but wanted to ensure there was no way to perform this function.  We have various needs to be able to filter AP invoices processed by project, vendor, cost code, date, post period, etc…   and then extract the filtered results into a single PDF.  Our old ERP performed this function and it was extremely useful.  Currently we’re having to filter by various fields, then download/save the PDF’s 1 by 1.  It’s very time consuming.  As an example we have an environmental audit every year on our building.  We need to filter and provide all vendor invoices related to the purchase of certain material and well as permanent consumables used in order to provide to the consultants who perform the work.  it is terribly time consuming to download 1 by 1 then finally compile a single PDF with all images/invoices within.  If there was an “EXTRACT PDF” option where it would create a cover page of all invoices within, then subsequently

Hello all,I have been trying to create an AP Bill by selecting the Add receipt button & then filtering out the order Number. As far as I have done the below mapping which isnt working at all. Can anyone please guide me as to what I might have been missing? 

I have a typescript extention that correctly adds a new action to the item view in AR301000. The action should only be enabled depending on certain criteria for each ARTran line on the invoice. I have read the examples for the @updateDecorator which I understand is the correct way to update an existing decorator in an extention. I have added the following to my extention of the ARTran view:import { PXActionState, updateDecorator } from "client-controls";import { ARTran } from "src/screens/AR/AR301000/AR301000";export interface AR301000_MyExt extends ARTran { }@updateDecorator("gridConfig", "syncPosition", true)export class AR301000_MyExt { AssignOptions: PXActionState;}The action is displaying but the RowSelected event in the GraphExtention is not being called. I have also tried with a delegate as follows:import { PXActionState, updateDecorator } from "client-controls";import { ARTran } from "src/screens/AR/AR301000/AR301000";export interface AR301000_MyExt extends ARTran { }@updateDe

Hello all,I have been trying to create AP Bill via import scenario and I’m looking to add LC via the Add LC button. Reason being I want to create a single bill for both PO Receipt & LC.Below is the mapping I’m trying to import: Kindly provide your suggestions & guidance on the same.

We use bank feeds to create expense receipts for our corporate cards. It worked just fine for a while but lately I keep getting the message “Error: Another process has added the 'CABankTranMatch' record. Your changes will be lost.” every couple of weeks when trying to run the Retrieve Bank Feeds process. Is this something that others have encountered? How can it be fixed?The first time the error appeared I had to disconnect and delete the entire bank feed and reconnect (downloaded duplicate transactions because I wasn’t quite sure when it stopped importing) before it would work again.The second and third times, I was able to delete the individual card users, save, then re-add them (tedious, but not impossible with 40ish corporate cards) and the import worked. I’m hoping this works again this fourth time.The bank feed uses Plaid to import our AmEx charges.

We just had a customer upgrade to 2025 R2 and everything seems to take a little longer and timeout errors are fairly common. We noticed this in 2025 R1, but the issues seem to persist in 2025 R2.For example I just imported about 2,000 invoices and the GI for the invoices and memos list in the modern UI is offering a timeout error. The issue resolves itself when switching the screen back to classic.Is this a common experience on other sites?  

Hello Community,I set up 2 FACTOR authentication to an Acumatica instance. The goal is to have an access code delivered by email. I found two troubles in using this feature: Although my intention is to use on email , the instance always sends a two factor authentication message for using push request method and the user has to click on “Use another authentication method” link which leads to another prompt where the user can click on “Receive code by email”. This is confusing for the user and is an unnecessary extra step.  Really annoying if you need to do multiple sign-ins along the day. Another issue is the fact that two email are sent: one has for a Device Code and the other is for a Sign in Code. I do not understand this logic. Has anyone faced this issue out there? is there a workaround to eliminate those prompts and have a message confirming that an email was sent with the Sign in code to <email address>? It would be so much simpler and logical, in my opinion. 

Hey, I am pulling data from Acumatica, but it is pulling extra columns that are not in the GI.this is the GI This is my result in acumatica  But this is the result I am getting when it comes to excel. It has added 6 extra columns  

We are relatively new to Acumatica and were wondering what others were doing as far as AR collection workflows.  Are you tracking it on a project level (we are in construction) an invoice level? Do you use activities to track correspondence, etc?  We want to keep everything we can in the system and out of excel. Are there reports you use to track other than the aging?  Any tips and tricks are appreciated. 

Hello, We upgraded to 26R1 last Friday and the export to Velixo icon has been missing. We’ve republished the customization and verified security, but still no luck. Has anyone else encoutnered this?  

Is it possible to add form-specific descriptions for custom fields added as extensions of existing DAC and custom screens? I can extend the wiki page for an existing screen but it looks like I cannot include a single wiki page as part of the customisation and captions are not linked to a specific field, they just show as part of the page help menu and no question mark is associated to  the custom field.If someone could point me in the right direction it would be appreciated.Thank you  

Does anyone have an import for AM215000 Engineering Change Order ?I would like to see your mapping if willing to share?(25R2)Thank you  

If you build ISV solutions for Acumatica, there is a new rule in the technical validation for versions 2026 R1 and above:Workflow Customization via UI is not allowed for ISV solutions.If your solution ships a workflow change that was built in the Customization Project Editor, expect to see this in your validation report. This article covers what the rule means, the ways to customize workflows, why Acumatica is restricting the UI approach for ISVs, and what to do instead.A Quick Refresher: How Workflows Can Be CustomizedA workflow describes how the state of a record changes as users work on a form. It is a state machine: states, transitions between them, actions that trigger the transitions, conditions, and field and action properties that depend on the current state. Acumatica gives you several ways to customize one.Workflow editor in the Customization Project Editor (UI). You open a screen's workflow in the customization project, add actions, states, transitions or conditions visually

We have created invoices for a customer and the customer has paid all but the retainage on 2 of the invoices. How can I get the report to pull in the Inital amount, the Paid to date amount and the Unreleased retainage? My report currently only has the initial invoice amount. 

Hi everyone,On construction sites in Vietnam, safety is still often run on paper checklists, Zalo photos and Excel trackers, separate from the ERP where projects, subcontractors and costs live. Main contractors, and especially FDI contractors, need one consistent safety record they can show to owners and auditors. We want to share how S4 Consulting approached this with S4 eSuite Site Safety (VN Site Safety), a solution we built inside Acumatica Construction Edition.What makes site safety in Vietnam specificNational technical regulation: inspection checklists need to follow the structure of QCVN 18:2021/BXD, the national technical regulation on safety in construction. Many subcontractors on one site. Most safety issues belong to a subcontractor, so each issue needs a clear owner, a due date and evidence that it was fixed. Permit to work for hazardous work such as hot work, work at height, confined space and lifting, with pre-work checks and sign-offs. Bilingual teams: Vietnamese site en

Hi everyone,Many teams in Vietnam run Acumatica well, but warehouse, branch and frontline users still struggle with an English-only interface. To help with that, S4 Consulting maintains a Vietnamese Language Pack for Acumatica, and we offer it free of charge to Acumatica partners and to every company using Acumatica in Vietnam.We have just updated it, and it works with Acumatica 2026 R2 and the Modern UI.What is in the packCoverage: 83.5% of the interface strings are translated (41,322 of 49,488, measured on a 2026 R2 instance on 24 October 2026), compared with about 8% out of the box. This includes menus, workspaces, screens, key business fields and system messages. Per-user language: each user chooses Vietnamese or English at sign-in, and everyone works on the same data. Accountants can work in Vietnamese while regional management stays in English. Vietnamese accounting and operations terminology, based on our implementation work in construction, manufacturing, distribution and F&amp

Hi everyone,When mid-sized and large companies in Vietnam evaluate Acumatica, one of the first questions we get is: "Can it run our Vietnam payroll?" Acumatica has no native payroll for Vietnam, so we want to share what makes payroll here different, and how we approached it with S4 eSuite Payroll, a module S4 Consulting built inside Acumatica.What makes payroll in Vietnam differentPersonal income tax is changing. The new PIT Law No. 109/2025/QH15 brings a 5-bracket schedule (5-10-20-30-35%) and family deductions of VND 15.5 million per month for the taxpayer and VND 6.2 million per dependant from the 2026 tax period. During the transition, the old 7-bracket schedule and the new one have to coexist, so the rates must be effective-dated, not hard-coded. Regional minimum wages. Vietnam has four wage regions. Under Decree 293/2025/ND-CP, Region I is VND 5,310,000 per month from 1 January 2026, and pay and insurance checks depend on where each employee works. Overtime and night work. Overti

How to enable add to grid only one row for some conditions ?

Hi everyone,I’ve read through the available posts and templates in the community, and they have been a massive help. Thank you all!I am trying to build an EBITDA / P&L widget that calculates the YTD balance for a Nov–Oct fiscal year.I’ve built a Generic Inquiry (leveraging a few existing templates) that successfully pulls account data for our fiscal year (which runs Nov–Oct). However, I’ve run into a brick wall with account filtering:The Problem: When I view the inquiry, it drops accounts that have no activity in the current period.I tried to fix it by removing the FinPeriodID or fiscal year filter from the conditions tab. That does bring the zero-balance accounts back, but the numbers multiply or pull history from all years, inflating the totals into the tens of millions. Has anyone successfully tackled this balance/period filtering challenge with non-calendar fiscal years without losing zero-balance rows? Any guidance, or XML examples would be hugely appreciated!Thanks in advance

Hi everyone,I’m configuring a Time Card Pending Approval email template. Our approval map includes a mix of rules assigned to individual employees and rules assigned to a workgroup.Individual employee approval rule:Workgroup approval rule:The email template’s To field is currently configured as:This works for individual employee assignments. However, when approval is assigned only to a workgroup, the email isn’t generated, apparently because there is no individual approval owner.Current email template:((Approval.OwnerID.EMail))Is there a way to configure the To field to dynamically send the notification to:The assigned employee when the rule specifies an individual approver. All members of the assigned workgroup when the rule specifies only a workgroup.Ideally, I’d like to handle both scenarios within the same email template without creating a separate GI and Business Event. Is there a supported recipient expression or another standard configuration for this?Thanks for your help!

We are being asked by our clients, with eager expectation, about trying out the new AI features in 26R2.  Some of them are still on the Advanced pricing.  Others are not due for upgrade yet but they want to test it.  We as VARS are also looking for a few licences for our demo sites to test and demonstrate.So it would be useful to  know when and how to obtain these demo licences. ThanksJames  

Hello Do anyone know the steps to create a new category to add to the Finance module to which I can add reports under it vs the standard options out of the box? I am on 26R1

Issue Audit History does not open when invoked from a record that is already displayed in a pop-up browser window. This was tested specifically in 26R1, Modern UI. Example Open a Shipment in Acumatica. Click Audit History from the Shipment. Audit History opens normally in the existing browser window. Return to the Shipment and click the related Sales Order. Acumatica opens the Sales Order in a separate pop-up browser window. From the Sales Order pop-up window, click Audit History. Nothing appears to happen. No error or pop-up-blocked notification is displayed. CauseThe browser's pop-up protection is silently blocking the Audit History action when it originates from an Acumatica record that is already running inside a pop-up window.This can make the behavior appear to be an Acumatica defect because there is no visible indication that the browser prevented the action. Edge Workaround For the Acumatica site: Click the lock/site information icon next to the address b

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.

Hi,I have a requirement to default the Project and Project Task for the “Regular Hours” earning type when entering Timecards for employees belonging to a specific Employee Class or Department.I’m aware that the Default Project and Project Task can be configured at the Earning Type level. However, this would apply to all employees entering Timecards, rather than only those belonging to a specific Employee Class or Department.Is it possible to achieve this behaviour through standard configuration, without requiring a customisation?