Financials

I tried to enable Inter-Branch Account Mapping and it is not listed to enable. Issue is we have multiple branches and select warehouses per branch. If a sales person selects a branch and selects a warehouse not associated to that branch it causes an issue when the inventory transactions takes place at the shipment stage. COGS gets recorded against the wrong branch. Inventory movement is correct. invoice GL is all correct. Right now we are doing transfers and trying to find a solution around it. 

Has anyone had any luck figuring out how to change a discount amount after an AP bill is posted before it gets paid? Right now we have to enter a debit adjustment and re-enter the AP bill. That is time consuming. There should be an easy way to look at the bills and change the discount amount or date before it goes to get paid. 

Have any versions prior to 2026R2 been updated with the CSV export type for 1099 e-file? This appears to be required by the IRS for filing for tax year 2026.   Finance: File 1099 Forms Through the New IRS IRIS System   Good news if you file 1099 forms: Acumatica ERP is ready for the IRS’s move away from FIRE. The Internal Revenue Service (IRS) is retiring the FIRE system and replacing it with the modernized Information Returns Intake System (IRIS). The changeover begins in the 2027 filing season (tax year 2026). Starting in Acumatica ERP 2026 R2, the Create E-File process on the Create E-File (AP507500) form generates CSV files formatted for IRIS instead of FIRE for both 1099-MISC and 1099-NEC.

Hi CommunityMy client has requested that I add the 2 branches in the company to the detailed Trial Balance, to give them a consolidated detailed TB by subaccount. It sounded pretty straight forwtd to me, so I created a new report and added a Brnach column, but I am missing something as all the detail is missing.Can any of you clever people assist please? I have attached the RPS file in DOC format. Please rename the report before you try and open it.You help is much appreciated.Regards 

Hi AllIn Acumatica I know there is a setting to warn if an item on an SO does not meet minimum gross profit requirement or it can be set to the minimum required value.What I would like to know is if there is any way to block the order from being processed rather than just giving a warning or to set the price to the minimum value.ThanksAmit

Acumatica version: 2026 R1, build 26.100.0175.5Issue:When the SO Order Type has "Use Shipped-Not-Invoiced Account" unchecked (no account configured), pressing Update IN interactively (via UI) correctly shows a confirmation dialog:"The shipped-not-invoiced account is not used. On the subsequent invoice, revenue might be posted to a different financial period not matching the COGS period. Update IN?"However, when Update IN is triggered programmatically - either via a custom graph extension calling updateIN.Press(), or via a Business Event/Import Scenario mapped to the Update IN action - there is no way for this confirmation to be answered. The action fails with a generic wrapped exception:"Error: The record cannot be saved."surfacing through PX.BusinessProcess.Event.ManualEventProcessor.TriggerActionEvents -> PXActionCollection.PressSave -> PXWorkflowService.CompleteOperationInternal -> PXGraph.Persist(), with no indication in the exception message or trace that an unanswered co

 Hi everyone,I am facing an issue with Landed Cost allocation in Acumatica and would like to seek your advice on whether this is a standard system behavior or a configuration/process issue.Here is my scenario: Valuation Method: The stock item uses Average cost valuation. Receipt: I received 100 units into Warehouse A (Location: INV). Transfer: Immediately after the receipt, I transferred all 100 units from Warehouse A to Warehouse B. So, the quantity in the original receipt cost layer at Warehouse A is now 0. Landed Cost: Afterwards, I created and released a Landed Cost document allocated to this receipt. Result: When the Landed Cost document was released, the system generated an Inventory Adjustment. However, the entire Landed Cost amount was posted to the Landed Cost Variance Account (which is mapped to my COGS account). Nothing was added to the Inventory Account. I want the system to follow this logic: If the goods are still in stock (not sold), even if they have been transf

Hello-On 2025R2 we are encountering the same issue as the known issue linked below.After the payment is prepared under Prepare Payments screen (AP503000), Batch Payments (AP305000) fails to export with the following error:The batch is for 1 vendor, and both the Vendor record and the Bills on the batch are configured for the same payment method:Settings for use in AP > Export Scenario = Export AP Payment to ACH Balanced v2 Settings for use in AP > Payment Method Details capture the beneficiary name, account, and routing number with default validation but no masks.  The routing number configured under the vendor is confirmed to be 9 digits and accurate.This error persists when attempting to export a payment for a different vendor & bill. Any help appreciated, TYVM!!

We upgraded a client’s sandbox from R25 to R26. When testing sending over bills via the API, this json no longer works like it did in R25.  We get the following error:'SuppliedByVendorID' cannot be empty.; SuppliedByVendorID: 'SuppliedByVendorID' cannot be empty.Here is a screenshot and the json at the bottom. {"Amount":{"value":18200.0},"BranchID":{"value":"EMTS NORTH"},"Date":{"value":"2026-09-29T00:00:00"},"Description":{"value":"BOSS|24193|113977|Mulch for Great Wolf"},"Details":[{"Account":{"value":"5200"},"SubAccount":{"value":"02.00"},"Project":{"value":"X"},"Qty":{"value":1.0},"TransactionDescription":{"value":"Cost of Material -Change"},"UnitCost":{"value":18200.0},"UOM":{"value":"EA"}}],"Hold":{"value":false},"PostPeriod":{"value":"09-2026"},"Project":null,"Status":{"value":"Open"},"Terms":{"value":"N30"},"Type":{"value":"Bill"},"Vendor":{"value":"V0002798"},"VendorRef":{"value":"23496"},"ReferenceNbr":null,"_links":null, "LocationID": {"value": "MAIN"}}

When setting up vendors we use 30000 as the Ap Account however have been getting this warning. We have had this account be the AP account for vendors since set up 4 years ago - will it effect anything (reports etc) if we set the control account module to ‘AP’ for this account in order to get rid of the warning? or should we just leave it blank as is and just ignore the warning

Hello Acumatica Community,We are a glove manufacturer catering to the export market, operating across 14 factories. Our production runs multi-stage structures including Compound BOMs, Catalog Products, and Finished Goods (FG) BOMs. We run batch/lot-type production. We are currently formalizing the daily and weekly cost-checking workflows for our factory accountants. While the plant teams are managing physical production tasks well, we need to establish better visibility, standardized review processes, and clear accountability inside Acumatica Manufacturing Edition. Specifically, we want to align our accounting team on three primary pillars:Identifying standard Acumatica cost-related screens, generic inquiries (GIs), and reports they should audit daily/weekly. Structuring an awareness and training protocol for cost checking. Establishing a strict execution and review process (e.g., handling WIP reconciliations and production variances).  Additionally, we are rolling out a workflow chang

As per Top Management’s request, as the Acumatica ERP Implementation Project Manager, I need to provide a report that meets the requirements below. Please advise whether Acumatica has a built-in facility for this.Cash Inflow (branch-wise): Local sales, Import sales, Bank facilitiesCash Outflow (branch-wise): PO payments (local and import), Other direct payments for expenses, with major categoriesOther requirements: A Total column, Selectable reporting period

Has anyone run into this issue, we are setting up emailing in our Acumatica system. To make IT’s life easier, we are giving view access to the users to view the email templates. However, I have one user in Accounting who is getting this error when trying to access the AP Vendor Payment Email Template. All security groups/ roles have view only access to the email templates, but my user is unable to view this one template and I have no idea why.What access am I missing to allow him to view this email template? Thanks in advance for any help.

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. 

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

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

Does anyone know how to add a column set that only calculates the % for gross profit and net income? I can only seem to get the formula to work to have a % of revenue of every single line rather than just these lines that I would like. 

We have a site in the UK who want to lookup postcodes and have the address entered automatically.   When a new customer is created they enter the postcode and it displays all the address’s in that postcode.   The user will then select the correct address and its updates the relevant fields.    Can anyone advise on a solution that will work in the UK. 

We have an issue when a customer account is on Hold or Credit Hold.  We are not able to process and past transactions, new payments, payment applications, AR Credit Memos or AR Debit Memos.Does Acumatica have a setting that would allow the customer to be on Hold or Credit Hold for new sales but not stop activities to already posted sales, new payments, applications of payments? When we process these already posted items we have to remove the customer from Hold or Credit Hold.  Then during this window of time new sales orders can be entered which is what we were trying to restrict by put the customer on Hold or Credit Hold.

After upgrading to 2026 R1, the Print action on Project Quotes (PM304500) fails for a customized report (PM604500, 16 sub-reports). The same .rpx files work in a 2025 R2 tenant, and the report also works in 2026 R1 when I run it from the Reports screen with the same quote number.Trace: Cannot perform the '=' operation on System.Int32 and System.String at textBox13 in groupFooterSection12.Cause I found: textBox13 is hidden/shown with =$Discipline ='Stone'. $Discipline comes from the sub-report pmdiscipline.rpx ([InventoryItem.ItemClassID_description]), which is filtered by @QuoteNbr. When the report is launched from the Print action, that sub-report returns no rows, so $Discipline stays at the integer 0 and the comparison fails.Workaround: in the main report I changed the sub-report parameter from the report parameter to the record field: Before: <ValueExpr>=[@QuoteNbr]</ValueExpr>After: <ValueExpr>=[PMQuote.QuoteNbr]</ValueExpr>With that change the report prints

I have using Bank feeds connected to Chase and Capital One with Plaid for quite some time. I am now getting a "No access token returned: invalid_scope" error and not able to delete the feed or update credentials. Can someone advise what is causing this?

Hi everyone,We want your input on automating the release of bank reconciliations in Acumatica, or your reasons for keeping this step manual.We set up a business event to trigger when a reconciliation status changes to Balanced. The event calls an import scenario on CA302000. The scenario searches the record by Cash Account and Reference Number, confirms the popup dialog, saves, and runs Release.After go-live, our team hit two issues. The Release action became disabled on some reconciliations. The Delete action stopped working. Acumatica Support advised us to deactivate the business event, and we did. Before our next step, we would value your experience on these points:Have you seen Release become disabled and Delete stop working on CA302000 after a business event or import scenario ran on the record? If yes, what caused the problem and how did you clear the record? Do you recommend automating bank reconciliation release? Or does your team keep release as a manual review and sign-off st

Afternoon, I am trying to close a financial period and I am getting the error that there is an unposted production document. However, when I click the Unposted Documents to check for any unposted it returns that there are none. So at a bit of a lose on how to find this mystery document to release.  Thoughts?   

Over the past period our team at S4 Consulting has been building a Vietnamese Localization for Acumatica under Circular 99/2025/TT-BTC, the accounting regime Vietnamese companies follow from fiscal year 2026. I want to share the main technical gaps we found between standard Acumatica and Vietnamese Accounting Standards (VAS), and how we closed them. Hopefully this is useful for partners and customers working on other country localizations too.Why a localization is needed at allAcumatica is built around common international practice: multi-line journal entries, reports by account class, and an automatic year-end close into retained earnings. Vietnamese statutory accounting adds requirements that international practice simply does not have. Chief accountants are not asking for "nicer reports"; they need books and statements in prescribed formats that auditors and tax authorities will accept.Gap 1 - Offset account on every ledger lineVietnamese books (General Journal S03a-DN, account ledg

Hello,Our Acumatica on version 25.200.001. After creating credit memo invoice and Releasing the invoiceby calling Invoice/ReleaseInvoice then I try to get the status of releasing invoice Invoice/ReleaseInvoice/status. First time call to get the status it fails and get 500 internal service errorseconde time Succeeded and I can status no content 204.Why it is failing always first time. I tried to but delay after release but same thing.