Financials

Does Acumatica allow the ability to group multiple purchases to one Asset Under Construction?  A one to one relationship between a purchase and an Asset does not line up in all cases(Example--parts from one vendor and Service from another for one specific portion of an overall project).  

Hi everyone, i want to ask about the fund transactions. So, I want to send my money from bank account (USD) to the other bank account (IDR), so it’s different bank accounts and currency. I already fill the blank item in the Fund Transactions, but I don’t get it why my RGOL is still zero (0)?I mean in my source dan destinations have a different date but why it’s still zero RGOL.Please help me to answer this, I’m just confused, where I should put the adjustment transactions of RGOL?Here I put the screenshoot bellow, Please help me to solve this, I really appreciate it. Thank you 

Hi, I am trying to install device hub but idk why installer is showing me this error again and again. I tried to fix it but did work out. Any suggestion please? 

I need to transfer funds from one bank account in 1 currency to another bank account in a different currency. I can’t have a funds transfer or a journal entry with accounts that have different currencies. Is there a way to do this? 

Hello! I have successfully configured Acumatica Projects to order stock item to the Project. The item is correctly related to the project and the project has the material cost. The question is this: we are not invoicing a customer, we are using the material for R&D project.  The material needs to get expensed out of inventory (both the physical on hand quantity and the GL inventory account). I am not finding a way to accomplish this (I have some work around ideas but feel there should be an “out of box” process/solution for this).  Thank you to whomever is able to provide some ideas here. (Client has Projects only - Construction not included) 

Hello, Has anyone ever added a Vendor Ref # to the ACH export file? I do see this AddendaInfo.APInvoice_InvoiceNbr field but when I add this field value the export always returns a formula error (even if no formula present, tried removing formula all together).  Thanks, Eric 

Does anyone know how to back up database? I want to start backing up our data periodically and couldn’t find the how-to anywhere. I am using Canadian Localization 25R1.Thank you in advance.

We have a vendor for whom we paid multiple invoices in one payment batch. Therefore, there is only one payment reflected in ACU. However, the payment amounts for each invoice withdrew from the cash account individually, so there are now multiple bank transactions that match to a single payment. Acumatica allows you to select multiple payments to match to a single bank transaction, but it does not appear to work the other way around. Does anyone know a way to get this to work that I may be missing, or a handy workaround? I would like to avoid voiding and recreating the payments if I can, but let me know if that is the only way.

I have created a 12-Month Profit and Loss Report and I want the columns to print on each page of the report.Page 1 (Descriptions and months 1-6) Page 2 (Descriptions and months 7-12)I have to be missing something. Any help would be appreciated.  

Hi,I have a requirement to transfer the balance of the cash account in one company to a cash account in another company. For that, when Im trying to create the Inter Branch mapping the system does not show me the offset account in the search. What could be the reason ?Thanks!

Hi Team, Loading issue .  controls.0e1524f82c6d60c668f2.bundle.js:1 Extension AP301000_Approvals registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 featureInstalled: PX.Objects.CS.FeaturesSet+Constructioncontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP301000_Compliance registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP301000_ComplianceDocuments registered for the ComplianceDocuments viewcontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP3010000_JointChecks registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP301000_DuplicateReference registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 Extension AP3010000_PO_FillingInvoiceWithPOEntities registered for the AP301000 screen view modelcontrols.0e1524f82c6d60c668f2.bundle.js:1 Applying mixins for t

We recently upgraded to 2025R2 and set our site to use Modern UI everywhere. Some of our row sets use alphanumeric row codes (“1010A”) and this was causing an error: “Input string was not in a correct format.” The row set was unable to be edited without reverting the Row Sets screen (CS206010) to the classic UI. I then had to manually edit the row codes and formula references. The row set was then able to be converted to the modern UI.  Can anyone at Acumatica confirm if there is a fix coming for this? All of our other row sets converted to modern UI without issue. 

I have been using the Incoming Documents feature to bring in my invoices into Acumatica with the GL, however the subaccounts never populate even though I have it set up on the non-stock sku.

Is there any reason the Application Period would not be the same month as the Application Date on checks? On Prepare Payments screen the Application Period matches the Application Date (users do not manually change this field) but once processed it changes in some cases

Hello,We have a customer that uses ‘locations’ to ship to the various stores under the main customer umbrella. We noticed that the sales person would need to be added to each individual location for them to be attached to it. However, when we do this, it duplicates the customer in its entirety. I have seen in my research about duplication verification, but that is not on my enable / disable list.  I’ve also read that this may not be possible yet (i may have been looking at an old post.) Has anyone else experienced this issue and possibly know a fix?

So in build 25.201.0213, the following screens need to have modern UI enabled, otherwise you’ll get an error when trying to run it. We noticed for the AR and AP unreleased documents, but I switched them all anyways since likely it will be all of them. Site map of screens that needed to be switched. Error when trying to run the Unreleased AR Documents Then trace of it But like I said earlier, just needs to be switched to Modern UI to run them again. I do think they should be backwards compatible, or at least switched to Modern

Open the report that you need to modify in the Report Designer (see more about the report designer here https://openuni.acumatica.com/courses/reporting/s150-reporting-report-designer/) Open File → Build Schema… menu and make sure the CCPayLink table is added to the report   Go to Relationships Tab and Left Join CCPayLink to ARInvoice or SOOrder based on PayLinkID   Add new Picture Box control to the report and configure it the following way: VisibleExpr: =[CCPayLink.Url]<>null BarcodeType: QRCod

This new Update Vendor Payment Methods (AP507100) screen in Acumatica 2026 R1 looks really nice. It's a way to bulk update the payment method on open Accounts Payable bills.See screenshot below from my Acumatica 2026 R1 (26.093.0239) beta environment.BUT, I have to enable BILL Integration on the Enable/Disable Features (CS100000) screen for this new screen to appear in my environment.Does anyone know why this is only available to Bill.com customers? This seems like a useful screen that EVERYONE should be able to benefit from.  

Haii, I want to have a Fund Transactions but when I try to Release the transaction there is an error: account and subaccount can not be empty. I also have check the Currencies and for the Account and Subaccount already fill it. Please to take a look and help me to solve about this?Might be there is an error or a missing data that I set up. Thank you.I put screenshoot bellow:   

Hi Acumatica Team,Related to Acumatica Artificial Intelligence how can I habilitate the AI Acumatica Assistant button or features AI in 2025v1, I see in the demo videos that appear this botton, but in my Acumatica I cant see this feature:Thanks,

Does any one know if it is possible to add a transaction date to the nacha file generated from Acumatica, which would be the day of creation, and use this date as the posting date for payment entry date in Acumatica?  Required to create nacha files with next business day selected to process by requirement of the bank. This creates a bit of confusion with reconciling because of the mismatched days.

Hey, team - looking for some advice on Write-Off best practices used in conjunction with automation schedules.  I’ve got a client who has 3 specific customers whom they will consistently write off small amounts for.  There are instances when they have many invoices applied to a payment and we’ve instructed them to simply manually enter the Balance amount in the Write-Off Amount field.This isn’t a big deal, but I’m interested in automating it since it’s a literally just them copying one field (Balance) into another (Write-Off Amount.)  However, there may be invoices where the Invoice Amount is less than the Write-Off.  We would NOT want these to be automatically written off.  

Hi,I’m working on an ARM P&L Monthly report. My Column Set currently uses fixed Data Source periods (01, 02, 03 … 12).I want to add StartPeriod and EndPeriod parameters and make the column values (not just headers) adjust dynamically based on the selected period range.Example:If StartPeriod = 2025-03 and EndPeriod = 2025-06, the report should only calculate/show Mar–Jun.What is the correct way to achieve this in ARM?Should I modify the Data Source, use Visible Formula, or handle it in the Report Definition?Thanks in advance!

First of all, I would like to thank you in advance for your support. I am currently experiencing an issue where I am unable to use the Reopen and Unlock Period functions.Could you please kindly advise on how to resolve this?