General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, Deferred Revenue, Taxes, Currency Management
- 667 Topics
- 2,133 Replies
Hi everyone, How can we apply partial payment in acumatica? after invoice is release, the invoice is 100, and the customer paid only 70. whe we applied the 70 in the payment , it shows “the document is out of balance”. Can anyone help? Thanks!
AR Close financial periods detected unrelease documents where the document have posted and status = closed
I facing a problem when run AR Close Financial periods which detected an unreleased document (credit memo) on 06-2021. I checked the document found that this document posted in 05-2021 and status is closed.Anyone can advise me how to clear this document from Unreleased Document and able to process close financial period for 06-2021.
How do I import the attachment with an import scenario? The AP Document has an file attachment. I am creating the AR Document based on the document lines in the AP Document. I can get the attachment file in an generic inquiry - On the APInvoice it is the NoteIdWith the import scenario I have the option to update the Note Text field but do not find the option to update the Files.
Hi!When loading open AP with balances and/or retention, which screen fields are referred to in the error message as “Migrated Balance” and “Document Amount”? We were able to load cleanly with migration mode off as an initial test, but not with migration mode on as is needed. Thank you,Dave Z
Is something like this possible? I wanted to avoid excel by making a calculated field that summarizes a single or group of inventory IDs through GI or report designer. So a calculated field would look like this...=IIf((( [POLine.InventoryID] = 'DULS001') OR ([POLine.InventoryID] = 'DULS002')), [POLine.LineAmt], '')Results would look like this... Calculated Field Calculated Field Inventory ID Line Amt Dulse Kelp DULS001 200 200 KELP001 500 500 DULS002 300 300
Does anyone know of a Crypto currency provider for Acumatica? I know that currently out of the box, we would just need to set up a payment type and accept it as cash, but is there another option?Our client is ok with that, however, I know more will be looking in the future for it.
Report issue After Upgrading 22 R1 - Unable to cast object of type 'PX.Objects.CS.ArmGLHistoryByPeriod' to type 'PX.Objects.GL.GLHistoryByPeriod'.
Hello Everyone, Recently we have upgraded to 22 R1 version but General Ledger Details report is crashed.When we are trying to navigate the report from Profit & Loss report to General Ledger getting this error.Can anyone help me on this?CC: @Irina
Hi,I’m working on a ARM report. The report shows the data expanded by sub accounts for some accounts. I need to add unit set to the report. the unit set should be triggered by a on segment of the sub account (the report should be filtered by the segment of sub account)Example - Sub Account 1 - ORG-DEP-000. in here, in the middle shows the expense category. there are multiple expense categories which is the second segment of the sub account. How can I create a Unit set to filter the report using that middle segment of the sub account. Thanks,Dulanjana
Get Remaining life Years/Days on Fixed Assets by trying to calculate Depr to Period minus Last Depr Period
Good day, We are trying to calculate Remaining Life of an Asset by using Depr to Period minus Last Depr Period, but cant calculate dates with Periods and also, if you try to connect the FABookPeriod but we could not make it work due to several lines were duplicated for the same asset. I hope I make sense, thank you so much.
Hi, everyone,I have error when y create a new Fixed Asset, I trate to explainWhen enter receipt date “12/12/2017” and in te field Placed-in-service date “01/12/2022”i have a error Asset will be depreciated from 01/12/2018 to 12/31/2027, book 'FIN' does not have financial periods generated from 2018 to 2027. You need to go to 'Generate FA Calendars' screen and generate financial periods before changing this asset. has it happened to someone?the periods has ben created! thanks
Can we key a payment transaction in a cash account along with a loan account with bill/invoice in 1 journal?For example, payment 500 USD bill for a supplier, 100 USD from a cash account, and 400 USD from a loan vendor accountCurrently, in ACU, we have to record the payment 500 USD bill for the supplier with a cash account. Then revert back of 400 USD cash account to loan vendor account.
Often a client will issue a check in one financial period and then void it in another. If the check is voided before the bank reconciliation is done, the check has a balance of 0 on the bank rec.The proper way to handle this is to include the amount as outstanding in the month is was issued and voided/cleared in the month it was voided.For instance, if a check is issued 8/15/2022 for $5,000 and voided on 9/10/2022. The August, 2022 reconciliation needs to show the $5,000 as an outstanding item.
When searching for a Vendor on the AP Bill, Employee Business Account lists first. Can we have an AP Preference tickbox which will allow or prevent the Employees in the search function.Or at least, add the employee type at the bottom of the list.Currently, we have to create a Filter to exclude the Employee type , which does not always work correctly.
I am looking for an AR Aging based upon financial period that would include the unreleased retainage in it as well. This should be pretty standard to have but the out of the box “AR Aging Period Sensitive Report” does not have retainage available in it. How can we get something or is there another report that I am missing.
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