Financials

Publishing works correctly on the Customization Projects List page,but an error occurs on the Customization Project Detail page. 

To Configure Payment Receipts for Acumatica Payments  you’ll need three components:Payment Receipt report GI with the list of Payment Receipts to send Business event to send payment receipts once the payment is ready.As for the Payment receipt report, you just need to configure it the way you need. You can do it using Reports designer, see more here: https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=24b77bbe-0eb3-4d37-9350-071ae5743571 Here is an example I’ve created  The next step is to create a GI that shows only payments that you’d like to automatically print the receipts for. E.g. you’ll need payments that only use CC

What report can be used to review bin locations prior to inventory physical counts?  We can’t show it on a GI as we have multiple locations, but need to be able to review the report to identify updates needed.  

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.

Hey, gang - not too familiar with FA’s, so if anyone can point me to whatever I missed, it would be greatly appreciated.  I’ve migrated the customer’s list of FA’s into the system (in Initialization Mode) and they are asking to dispose of some FAs in some older periods.  However, when I attempt to do this, I get the “Book Period cannot be found in the system.” error in the Disposal Period field when using a date back in 2015 (as an example). However, I do have book calendar’s set up going back to 1990.

Hi, good day!Did anyone encountered that when you print the invoice from the AR History of the customer contracts, it will not automatically show the report but will redirect you to this: Any help and shared ideas will be greatly appreciated. Thank you.

Client has different companies in their tenant.  They would like when downloading the financial reports (balance sheet, Income Statement, etc.)  it exports the file name as Balance Sheet - <Company ID> - 01.31.2026.pdf (the financial period pulled through on the selection page.  Right now it downloads as Balance Sheet (2026-03-19).pdf which is the day the report was ran even though they only pulled as of January 31, 2026.Is there a way to change this?  I know we can change via Report Designer for non ARM reports. 

I intend to add custom fields to the Payment Summary section of the AR302000 screen. These two custom fields are intended to appear specifically when the View is set to "Document." However, it seems that despite having implemented the code, the changes are not taking effect. Where might the issue lie?

Hello :)So there are two types of ‘open’ POs: (That I use anyways)Po’s that have nothing billed against them - I can easily cancel thesePo’s that have something billed against them, but not the whole amount, so there is a remaining ‘open’ amount.The top one I can easily cancel and remove, but the second one has a partial amount remaining and I get no options to ‘cancel’ or close it: How can I close/cancel this so when I enter another invoice with a po, it doesn’t show up as an available po? Any help would be greatly appreciated b(^_^)d Thanks

How can you see what the Project Accountant role actually provides access to?We would like to allow some users to use the ‘Reclassify Bill’ feature in AP, without giving them the ability to post costs to closed Projects.

Hello,I am trying to process application in Acumatica to create invoice. I used Resource Owner Password to generate the tokenHTTPPOST<Acumatica ERP Instance URL>/identity/connect/tokenvar request = new HttpRequestMessage(HttpMethod.Post, configuration["Acumatica:TokenUrl"]);var collection = new List<KeyValuePair<string, string>>{ new("grant_type", "password"), new("client_id", configuration["Acumatica:ClientId"]), new("client_secret", configuration["Acumatica:ClientSecret"]), new("username", configuration["Acumatica:Username"]), new("password", configuration["Acumatica:Password"]), new("scope", configuration["Acumatica:scope"])};var content = new FormUrlEncodedContent(collection);request.Content = content;var response = await client.SendAsync(request);response.EnsureSuccessStatusCode();I am getting error API Login Limitfor the fir

When any user creates PO and status of PO change to open, I want to automate notification email to Finance Workgroup when PO status open. To all member in finance workgroup. Please help me.

I need to display Purchase Order approved and the last person who approved the PO.In a GI or SQL it is simple to return the data for this as an Aggregated value Max on the ApproveDate. The table relationships: EPApproval Table and link it to POOrder using RefNoteID = POOrder.NoteID.How can this be achieved on the Report designer? Where will the Filter be applied?Retha

We created a Purchase Order and tagged it to a Project. A prepayment was then created against the Purchase order and processed completely through check printing. however, the prepayment amount paid to the vendor is not reflecting in the Project Balances or in the Cost Budget.At the moment, the Full PO value is showing as the committed amount in the Cost Budget, which is expected. however, the Prepayment amount itself is not appearing anywhere in the Project balances.I think the Prepayment amount is reflecting to the Project “X”.Could you please confirm, whether any configuration is required, or am I missing any process step to make the prepayment amount reflect correctly in the Project balance or cost budget?

We have instances where we are issued a credit from a vendor (which is a debit adjustment in Acumatica). We may not use them for future purchases for a long time, so we request a check be issued to us for the outstanding credit. When we receive that check,  can I apply it to the debit adjustment?  

Hello I am reconciling my Monthly tax detail report with my GL account 2045 (Sales Tax Payable) and noticed that  5 Invoices with sales tax are not showing on Sales tax payable GL account. All others are showing up.. Any idea why? The invoices are created from appointments if that helps 

I checked demo sales company assignment map and approval request is the same. but when I active empty company, they are difference. I try with both. but it works only approval. Please guide me  

I try to configure mailing and printing for purchase requisition template for requesting proposal to vendor. But It’s always use default system sending email template. when click request proposal, it also send to other two email that is not the vendor email. This is image when it sent 

Hi all,I’m building a report to track beg inv and end inv. so far so good. Now, I’m looping in sales and margin data. I see that INItemCostHist and INItemSalesHist both have FinPtdSales and FinPtdCOGS. any difference between these two fields? the INItemCostHist matches our sales reports, but want to make sure.thanksJoseph

Hello everyone, Is there any way to use an assign Map to vendor bills object ?I am trying to set restricted user visibility base on who is the bill’s owner.The system set the creator as owner but I need to use more specific rules to assign owner to the bill (for exemple : the manager of the project in the transaction ‘s bill, the PO owner, etc.). There is an approval map but it doesn’t populate le owner field. Thank for your help !C.

Hi everyone, I want to asked, if we want to import trial balance (TB) in Acumatica, specially for Account Accumulated Depreciation, shall we add sign minus (-) in the amount? or we just put positive? please help me to answer this by your experience, thank you.

Hi there,I’m wanting to create journals that hit Inventory ID.For background, we only have non-stock items, and don’t have any stock items as our business doesn’t deal with inventory.However, when I click into Inventory ID to select a stock item, the pop up only shows Stock items, which of course we don’t use/don’t have any. How do I get it to show our Non Stock so I can select that?In contrast, the journals seem to be able to do this, below is a journal with a source document originating from the Receivables module, where the non stock item has been chosen on the invoice document. 

Hi everyone,Our business operates with four different branches. Our website allows single-cart checkout, meaning a customer can place an order containing items from multiple branches but only complete one payment at checkout.That payment comes through as a single prepayment, which is posted to our Unearned Revenue account.On the backend, our system then creates the appropriate sales orders for each branch (one sales order per branch). The single prepayment is applied across all of those individual sales orders.Our question is:Is there a way to associate multiple AR accounts with a single prepayment based on the branch of the sales orders tied to that prepayment?Ideally, we would like the portion of the payment applied to each sales order to post to the AR account associated with that branch, rather than every

Simple example:000-000  Default, “Balance Sheet” entries000-001  Operations      “Indirect” (“Overhead”, “G&A”)000-002  Finance000-003  Marketing/Sales000-004  Health & Safety100-000  Hospitality   “Direct” (COGS, Revenue)200-000  Retail300-000  Education400-000  Health/HospitalsWhat is the best way(s) to limit the use of the 000-000 Subaccount to only in conjunction with Balance Sheet Accounts?...the 000-00# Subaccounts on a) on non-job (e.g. “X”) transactions and b) to be paired w/only indirect, overhead Accounts? ...the #00-000 Subaccounts a) on PROJECTS only and b) to be paired w/only direct, COGS, Revenue Accounts? 

We’d like a new window to open automatically when printing an invoice through AR. It currently re-loads the page, and you have to click the back button in order to get back to the invoice. Is this possible? I have tried adding this to the GI Navigation Tab, but that appears to be incorrect.