Everything Else

I have a customer with a credit balance on their account. They have called requesting we issue them a check for this amount, to bring their account with us to a zero balance.  How do I do this?

When emailing invoices through the ‘Print Invoices and Memos’ screen, the invoices get marked as ‘Emailed’ even if the process encounters errors and the emails do not send.The emailed status should only be updated to ‘Emailed’ once the email is successfully sent and not when the process errors out.

I’ve been trying to find an estimate for when the Acumatica Interactive Courses on the Open University will be available again. Can’t seem to find a firm time estimate. Anyone have any info on the matter?

I had a client recently respond with their acumatica instance in dark mode (at least that’s what it looks like to me!) and i was wondering if anyone in the community knew how to make this change? i thought it was the browser but when i switched chrome to dark mode, acumatica’s screens were still white.  this is what i’m looking for:this would be an awesome feature (i saw a similar idea which i’ve included below but it seems to be about 4 years old so hopefully this reignites a spark) 

Hi - Is there a way on the compliance management screen (CL401000) to only show vendors that are active?  Our compliance list is showing many vendors out of compliance, but many are inactive vendors we are no longer seeking documents for.  Another layer would be the ability to add the last transaction date for that vendor to help determine if they should be active or not.  I’m unable to edit this since it is not a regular GI.  I appreciate any help you can provide.

Summit 2025 RecapThank you for your interest and participation in the Acumatica 2025 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/Summit 2025 Breakout Session Presentations - Consolidated 

Summit 2025 RecapThank you for your interest and participation in the Acumatica 2025 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/Summit 2025 Breakout Session Presentations - Professional DevelopmentAttached are PDF versions of the PPT presentations from our breakout sessions.

Summit 2025 RecapThank you for your interest and participation in the Acumatica 2025 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/Summit 2025 Breakout Session Presentations - Core PlatformAttached are PDF versions of the PPT presentations from our breakout sessions.

Our employees that have basic access only to purchase requests are getting the following error when clicking “Print Request” on their request screen. Which access rights do I need to enable so they have the correct permissions? 

Hi,   Just wondering how the time filter works in Employee Time Card? Like if I want to filter 15 minutes or 2:15? It seems these filters are hardcoded? Thank you.  

Site is either super slow or producing connection errors.

Hi, I’m want to send an e-mail with a joined report.This report accepts 2 date parameters, with default values (DateFrom & DateTo) : With a scheduled event, i trigger every month the email sending.On the joined report settings, i have to specify his parameters values In my case in want to have :DateFrom : the start of the next monthDateTo : the end of the next monthI didn’t find the right syntax for this. I also tried to not specify those parameters, but the default values of the report are not applied. Any help would be great.Thanks 

Is there a good reason that the details lines of a PO show the branch description rather than the PO Line description when looking through the PO?   

Hello, I am trying to figure out if it is possible to create a blank scenario with the demo trial mode of Acumatica ERP R2 for testing and development purposes. I work for a company that is considering using Acumatica services but wants a more thorough understanding of what the platform has to offer. I have created an instance and toyed around with the U100 dataset using the A150 guide…. but beyond that I have not had much more hands-on involvement with using the system. Any help would be appreciated!

Why do prepayments come up as unreleased AR documents?

Hi community!Does anyone know of a package, or a bundle of advanced Acumatica reports available to the community members or for sale by a partner? Outside of the out-of-box ARM reports and generic inquiries.Thanks! 

Hi There, I tried t void a wire which went through before the batch payments released. Now I can’t release the wire batch payment due to error “This Batch Payments contains voided documents. You must remove them to be able to release the Batch”Now, the system void payment got posted in Bank Rec but the wire payment still shows balanced. I can’t release the wire payment. Could you please advise how to fix this issue? Thank you.  

Hi,Not sure what sub forum to place this question but, I noticed that the sorting feature in import by scenario screen for 2024 R1 version is not available anymore. Was that removed in purpose?  

I’m not sure how to create an “Event” on this site, so I’m posting it here. The Acumatica Summit is coming up in a couple of weeks and it’s always a crazy time, with so much to learn. So much in fact, that no one person can take it all in. Since no one person can take it all in, we’re doing a live broadcast on Wednesday, February 05 at 1:00pm Eastern Time, the week after Summit, to digest what we learned, share new Acumatica 2025 R2 features that we like, etc. For those who won’t be there, like ​@Kandy Beatty (wait, you really won’t be there?!?), this live broadcast will also be a healthy antidote to Fear of Missing Out (FOMO) disease 😀 I’m tagging others who are active on this site and who I’m sure would have a lot to contribute to the discussion ​@Laura02 ​@Naveen Boga ​

Only some of our users are seeing this message. Is there a permission or something that throws this notice up? Thanks in advance.

When creating an email activity off of a Case record, an error is returned. Email cannot be saved or sent. When attempting, the following message displays: "An unhandled exception has occurred in the function 'MoveNext"." trace log exception message: "Object reference not set to an instance of an object". It is happening on every case currently.  

Business event: Daily Appointment Status ReportTrigger by ScheduleRaise Event for Group of records – being the Branch Location. I have created a GI that group Appointments per Branch Location. I want all the Appointments per the Branch to be send out to the branch manager. The GI show data correct. The Grouping by records does not seem to perform how I expected this to work. I am expecting the Business event to trigger for a group of records and to send out one email containing the grouping records, i.e. table format with all the data per the grouping.The Business event triggers, however it send out an email per the Appointment and not per the Branch Location Is this possible or do we need to create a report or Velixo to group the data.

Hello all! Some client are reporting that their clients are receiving their AP EFT Remittance as .dat and not .pdf.Some measures I took were to force it in Acumatica to the following settings : I also verified the Business Event and it is set to PDF. Is there something I’m missing? 

Hey everyone, I am working on sending an automated order confirmation, I have the below set up:The SOOrder_ownerID returns the ID value rather than the masked value:Does anyone know of a way to display the masked value of the ID in the sent email? Thanks,Aleks

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.