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Has anyone ran into the issue where a delegate has to wait 24 hours before they can approve an expense claim? I ran into this issue with a customer on 23R2.  Haven’t heard of this with any other clients on same or different builds.  

I have printed the 1099 Misc and 1099 NEC forms. I am now at Create E-File.  There is no Vendor History for NEC or MISC.  What am I missing?  

Hi,One of our customer has below requirement.They have the requirement to process shipments without clicking on Create shipment action on each Sales Order. Hence we tried to create shipment through Process Orders» Create Shipment. But it has created one single shipment for all the Sales Orders of the same customer. How can we create shipment for each Sales Order separately? TIA

I noticed that one of the automations scheduled to release Purchase Receipts is unable the process the releases as the financial period was closed. I tried to tick the “Financial Supervisor” role for the Acumatica admin user to allow the automation to process the Purchase Receipts even when a financial period is closed. However, when I selected admin under the Users screen, I realised that the Roles are not accessible: I checked another site and it is allowing modification of the Roles for this user:  I am wondering if I don’t have rights and how can I get access to modify the system admin role.

For those of you that know me…. I will be retiring March 31 from Collins Computing and will be traveling, hiking, and trail ambassador on the Appalachian Trail.Thank you to everyone on the Acumatica and Collins teams for guiding me through the last 7 years Thank you Aliya and Luis for the start on my Acumatica journey Thank you L1, L2, and Product teams for your support and knowledgeThank you to Randy and Steve for the great team and experience at Collins Thank you to all my teammates over the years Feel free to reach out anytime @ facebook.com/hiker676  

We have a user who’s last login on his user profile (SM201010) shows as two days ago, but the Status field on his user profile (SM201010) still shows as Online.  He is not currently doing anything in the system.   Just curious, does anyone know how/when that field resets to Active? Thanks,Andy

Hi! We have an email set up in Acumatica that is specially used to receive AP Bills. Incoming Mail Processing tab on the Email Account is set up like below. It should be submitting any attachments to the Incoming Documents screen.However, we have not been able to receive any of the attachments unless I go to the Send and Receive Email screen and perform the action to ‘Receive All.”I thought the documents would be received automatically… do I need to perform the step to process “Receive All” every time new emails come in?  Thanks!

Hi, Following an update overnight my dashboard graphs spotted working. I have created/modified reports and have been able to recover most of them. I have an odd issue with the system automatically sizing my doughnut graphs:my Gender Breakdown graph is perfect Home State graph (without a popup legend, as a test) cuts off the names of the states at the top Employment Status graph (with popup legend) also cuts off names at top and sides.Also of note, the size of the doughnut are different.All parameters are the same. How can I fix this?  

Good morning! My company needs to place a purchase order that will give us enough stock of an item until April 2026. We have been in Acumatica for less than a year. Below is my proposed method of approach and I’m looking to see if the method will work.Manually enter monthly forecast data for February 2025-April 2026Increase “days of supply” for my purchased items to “453”Should MRP then give a PO recommendation of how much inventory to purchase?

When I attach a file in a Sales Order and try to create a receipt , I get an error code  :406

I just wanted to ask to see if other people are having issues with the Partner Portal currently?  I can’t open a support ticket, it just spins and spins, and then it will time out. -RJ

When in a separate window or list, how can I scroll instead of using the Next or Previous pages buttons?

Hi Everyone,We would like to know if there is any way for lines to be “lazy loaded” on Acumatica screens?What do I mean by that? As the definition is:Lazy loading is a technique used in computer programming, especially web design and web development, to defer initialization of an object until it is needed. It can contribute to efficiency in the program's operation if properly and appropriately used. This makes it ideal in use cases where network content is accessed and initialization times are to be kept at a minimum, such as in the case of web pages.So I currently understand that Acumatica uses pagination for everything, this has been a particular pain for users and I do see where they are coming from, especially as we have web platforms that implement infinite scroll where the content is Lazy Loaded as required by the scroll down.We currently have an option implemented on some screens where the pagination has been turned off by a no-code customization, however we were looking for a b

After setting up everything within DeviceHub correctly, clicking ok results in the logs resulting in this error. What is the solution to fixing this issue?Error when trying to run device Hub

Hello - I released a credit card prepayment towards a sales order and only after did I realize it was the incorrect branch. How do I correct the branch without voiding the CC payment to avoid running the card again? I did already try to reclassify through opening up the journal transaction it created but I get the “Some transactions of the batch cannot be reclassified. These transactions will not be loaded” message and it does not allow me to change the branch on the ones that are incorrect.Thanks,Miriam

Is it possible to change a description on an AP document once it has been closed, or do I have to reverse it and start fresh?

When I try to connect my bank feed for our Wells Fargo operating account that we access through the Wellsoffice.ceo.wellsfargo.com website it brings me to the wellsfargo.com login which doesn’t work with our CEO credentials.  Anyone know how you connect to the CEO platform?  

Anybody else getting robo Called by this company?  They Claim to be Acumatica (Their Caller ID says Acumatica), but when pressed will say they are a partner. They are trying to sell their authorize.net plugin and stating Acumatica has dropped support for it.   I have asked many times to be removed but it just won’t stop.

If a vendor discontinues an item and we plan on purchasing a different item to replace that stock item, is there a way for me to “link” the 2 items together so that my forecast will be able to tell me how much of the new item I need to order based on the old item history?

Where do I put past sales history of items in Acumatica to be used as data for purchasing forecasting? We have been in Acumatica for less than 1 fiscal year and we need to be able to predict purchasing needs based on last year sales.

Hi All, We are running into an issue where Equipment Time cards are being automatically generated about three months in the future. Does anyone have a reason why this would happen? Right now they have equipment time cards all the way into march and do not want this.Does anyone have a solution or where I could start to look at a setting or something?

Hello!I want to create Prepayments for Suppliers using the Journal Vouchers window, but also does not let me release the transaction as Prepayment has approvals. Is there any way that we can release the voucher but without releasing the Prepayment and have it the approvals?Amanda

I have requirement to import existing customer contracts for which I have already started billing. What would be the best approach to create existing contracts through an import scenario.  TIAMichelle

Example:We purchase feather meal in a pallet of 50 bags (that is one stock item), we then do production orders to create single bags of feather meal, and that feather meal is also used in mixes.If we want to purchase pallets of feather meal once a year, how do I tell what my demand is based on past sales orders of all forms of feather meal and all mixes that feather meal is used in? We have BoMs set up for all of this data.On a second note this is our first sales season with Acumatica so we do not have sales history in Acumatica. Is there a way to put that information in Acumatica to help calculate that total needed?I thought Forecasting was the solution for this but it doesn’t seem to be (but maybe I don’t understand forecasting well).Thanks!!

Hello,One of our customer has the below requirement.In the Bills and Adjustment form, we have enabled a new field to record the  contract number. Our customer is getting bills (Supplier invoices ) for utility expenses from their suppliers and our customer is recording each bill against a particular contract number. If the bill count is exceed 2 for a particular contract the user needs to get notified through an email. As an example:Lets assume we received a utility bill from supplier ABC for the contract 001. Then again we received another bill from the supplier ABC for contract 001. At this point, we have two bills against for the contract 001. Assume we are getting third bill for the contract 001. Once we entered the third bill to the system, system should generate and email.How can we cater this requirement?TIAMichelle