Financials

In assignment and approval screen of Requests cannot find field status but on screen ui I can see the status field.  

I was doing some work in a column set and noticed validation errored when I tried to use @EndPeriod in a caption column. Running the report, it still generated correctly using @EndPeriod. I noticed on Row Sets, you can still select report parameters from the Formula window. DPL standard Column Set from Acumatica: DPL standard Row Set from Acumatica:   We just upgraded to 2026R1 but I noticed the same in a 2025R2 environment with the modern UI. Switching the column set back to Classic UI, the parameters validated correctly. 

I have a customer that is using Plaid to as their provider for bank feeds. There is a column in the file labeled check number with the check number in the field. The check number is not appearing in the when the bank feed is processed. I attempted to map that field but when I did that, the customer received the error “object reference not set to an instance of the object. 

There were few transactions from 2025 and early 2026 that are showing in the Process Bank Transactions. How to clear these ones. I’ve noticed that these transactions has been reconciled in the Reconciliation statements CA302000 and they were cleared. I can modify the match settings to hide it, but i want to completely remove them on the process bank transactions screen. 

How can I break down a budget by vendor?  You can’t use vendor as a subaccount which was what I initially thought.  Thanks in advance!

Hello - We have a Row Set that is quite large, tens of thousands of lines, and we need to copy it to make a similar report with just a few changes. When I attempt to copy it, the copy seems like it works, but when I save, I get the below error message. Is there any work around to this?Thanks!  

We use Velixo for Acumatica. I am trying to export Detail GL data from Acumatica to Excel using Velico but have not been sucessful. I can export toal debit and total credits but I need them exported with dates when the changes occurred. Can anyone point me on the right direction. In the format below. Thank you all.  

Hi, we have been using Acumatica for 2 years now. Our Receivables customers were originally setup with only an “account name” (Legal name field is not operational - refer below). Our Payables suppliers have both “trading name” and “Legal name”. Customers  SuppliersCan you please advise how we can add the “Receivables Legal Name” field into the Receivables Customer screen or if we need MYOB to make these changes. Thankyou. 

We have Cost projection in which the UOM is empty but we need to bulk update to ‘EA’. I first tried to update by editing the GI and adding the filed to Mass Update tab but it was not possible. I am now trying to use Import by scenario to update the filed but getting errors such as View Document or Add button lines disabled. Before I keep investigating is it even possible to bulk update using either way

When calculating the amount of daily bank funds transfers, sometimes mistakes are made.  The most easy fix would be to reverse the entire entry and start over.  However, Acumatica will not allow us to reverse a funds transfer entry.  Here is the error message:In the G/L #1001 is designated as a Cash Account as we use it for cash clearing.  Appreciate any ideas about what is stopping even our Admin from reversing a funds transfer.We only have 1 branch within Acumatica.

Below are the customization packages for the Surcharge customization. This customization allows you to apply credit card surcharges to invoices and sales orders in Acumatica, helping you recover processing fees with ease while staying compliant with regulations.  NOTES  The customization only works with Acumatica Payments; no other payment providers are supported.      Reference the Surcharge Customization User Guide for the setup procedures. 

I’m looking for guidance on a scenario I’m running into with non-stock Sales Orders, and would appreciate any insights or best practice advice.We are using Sales Orders to manage non-stock items (services / consulting type work). Our requirement is fairly straightforward from a business perspective:We create a Sales Order and progressively add lines over time We generate invoices from the SO as work is billed Occasionally, after an invoice has been released, we need to: issue a partial credit, or fully credit the invoice and then re-invoice The challenge is trying to manage both invoices and credit memos against the same Sales Order, while keeping the SO open so we can continue adding lines and invoicing in the future.What I am seeing so far:Using standard SO order types, I can invoice as expected, but there doesn’t seem to be a clean way to issue credit memos from the SO Using

An item was received into Warehouse A with an incorrect unit cost, but it has already been transferred to Warehouse B. The stock item uses the Average Cost method. Can we create an INV Adjustment to adjust item’s cost at warehouse B or we have to transfer it back to Warehouse A to adjust it?

Need to know how to correct Fixed Assets Accounts on the GL Accounts section that is greyed out.  The accounts should have been 14380 - Vehicles - Automobiles instead of 14385 - Vehicles - Other and Accumulated Depreciation Account should have been 14525 - A/D - Vehicles - Automobiles.  I tried changing the Asset Class on the General tab and it said it would update GL accounts but did not update those above.  Vehicle was placed in service on 11/3/23 and has been depreciated for two months. 

We created an ARM Consolidated Income Statement with the following details: Report Code: CONPL Title: Consolidated Statement with Trees Issue:All units in the Unit Set are printing, including sub-units.Desired behavior:We only want the root-level units (directly under ROOT, such as AJ, AK, AP, AQ) to print.We do not want child units under those nodes to print (for example: AJ106030, AJ206030, AJ506030).We attempted to control this using Printing Group, but it appears that Printing Group only controls row/column visibility—not whether a unit itself prints.Question:Is there a way in ARM to prevent sub-units from printing

i am trying to setup Total row in ARM, after set formula in column. How do I display the total that I have created in the row set? I was asked to create a Trial Balance with an ending balance of Debit and Credit, as a result the column uses a fairly long formula. My guess is that because of the formula, the total row set cannot display the sum. or maybe because I am using a subaccount Row Set the total row set cannot display the sum. Thank you,Jefri

Hello Acumatica folks,Our emailing Statements fail to send, when the print invoices is NOT selected. But when the print statement is selected to the ones that did not process, they then process.  However we don't want to print and mail and also send an email.  If we have both selected we will print / mail and email.  We only want to email.  With invoices we select one or the other, not both.  How do we set NOT to print statements when we just want to email the statement?We can do one or the other or both.  We only want to do one task, not both.  For it to work I had to select both and that is not what we want to do.   Error Message:Email cannot be created for the specified report 'AR641500' because the report has not been generated or the email settings are not specified. 

Hi Team,I just want to confirm if there is a way for mass deletion of Account in Chart of Account Screen?I tried to map this in Import Scenario but there is no action for delete.Please let me know if you have other recommendation.Thank you!

Does anyone know if it's possible to add the Load Documents Options feature from AR Payments to AP Checks and Payments. In AP the load documents button seems like it only pulls the ~100 oldest records. This would save our payables team a lot of time and effort Screenshot from AR Payments & Applications below 

Looking for a detailed customer report I can generate.  Wasnt sure if there is a standard template already available in Acumatica or is it more of a customization?Just looking based on a customer:Invoice, Total, Dates, Due Date, Checks Received,  etc.I currently just use Customer Details and export to Excel and adjust that way, but wouldnt mind something a little more formal.

I have a long list of Employee Time Activities that need to be released. I received the following error when I hit release. The top suggestion was to make sure that the Labor Rates Date is set far enough back to cover the time punch for the Project. I tried changing the date multiple times including setting it back to the Acumatica default of 01/01/1900.No change.Any Suggestions? 

We have two FA that were created from GL reclasses. Neither have a Current Cost on the ’Balance’ tab or the ‘Reconciliation’ tab. The fields are not editable. Since these are from GL reclass, there is nothing to pull on the reconciliation screen.How can I get the assets to decpreciate based on the Acquisition Cost? I know I can enter the depreciation monthly on the FA Transactions screen, but trying to avoid the manual process. Thank you! 

We have successfully set up the ACH Notification process to email out ACH remittance information to vendors.  The vendor payment information section only has one entry for remittance email.  Is there a way to set up more?  Can we just add a second email to that entry separated by a comma to sent it to more than one recipient or is there another place to add this information?

After upgrading to 2025R2, clicking Export>PDF from the check printing window no longer protects the MICR line. Previously, all characters were being replaced by “•••••••••••••••••••” but it now shows the MICR font. Is there a way to turn this feature back on?

Customer does not have the Deferred Revenue module.Does anyone know of a way to accomplish the following scenario:Invoice customer for sold item and install is also invoice up front. The install credits a deferred revenue account rather than revenue When the install is complete, via a Field Service invoice, we need to debit the deferred revenue account and credit revenue- therefore recognizing the revenue when the service is comlete.Thank you for any input you can provide.