Financials

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?

Hi,Is there a way in Acumatica to convert an inventory item to a fixed assets without manually issuing the items and converting to an asset?Thank you,Dulanjana

Hello community, A  client, on 2024 R2,  reported that a Voided Cash Purchase transaction was showing that it was created by user account that has been disabled for over 6 months.Our research, in both 2024 R2 and 2026 R1, found that when an AP Cash Purchase created by USER1 is voided by another user, USER2, the ‘Created by’ value on the newly created Voided Cash Purchase transaction is showing USER21 instead USER2. See example below.  Cash PurchaseBefore VoidAfter Void Voided Cash Purchase  Testing EnvironmentVersion: 2024 R2 (Classic UI) and 2026 R1(Modern UI) Tenant: Sales Demo Windows 11

Hello Community,We made duplicate payments for two invoices, and the vendor has already cashed both checks.What would be the best way to handle this in Acumatica? We would like to apply the duplicate payments as credits toward the vendor’s open invoices instead of requesting a refund.Thank you,

 Is it possible to restrict a Sales Orders with 100% prepayment required but an applied payment in Authorize-only status from advancing to shipping?  (also is there a way to edit the subject of this topic… I hit send a bit too quick!)

 I’m looking for a way to restrict user access to the Authorize only option on payments and prepayments We may need restrictions in two places but a bit uncertain when looking at this from Access Rights The pop-up dialog box initiated on sales orders The Actions menu on Payment/Prepayments (AR302000) Possibly these are the same?  I’ve tried editing the “Authorize” access rights under Payments and Applications>AR Payment>Authorize but it seems any changes made here revert to Inherited  Is it possible to only allow certain staff to Capture without permission to Authorize-only? 

On the Approval Maps (EP205015) screen, if I want to set the Approver to be the Owner of the document, which value should I select in the Employee field: ((Document.CreatedByID)) or ((Document.EmployeeID.Selected))? 

Hey Everyone,We are having quite the issue with acumatica because it seems it was not built for the way we run our business. I’m curious if anyone else has these problems. Our company very heavily relies on lot tracking and traceability. Basically, we need to know what lot was used in what, and what warehouse location it was transferred to and everything like that. And for this reason we are not able to just backflush inventory, we need to actually assign each box that we use to a production order. But in the instance of a production order, we usually issue a full 900kg of powder into a production order. That 900kg of powder has a cost to it, which is then given to the first move transaction of finished goods.The issue is that the cost (value) given to the very first move transaction is exactly the same cost of 900kg, even though in reality, we only used 50kg. Lets say we make 4 more move transactions, these next 4 have 0 value in the system. How is there not a way for the system to ac

Is it possible to set up a notification on the Bills and Adjustments screen so that users can understand the specific reason why a Bill requires approval? For example, when 'Remove Hold' is selected and the Bill status changes to 'Pending Approval,' the screen should display a notification explaining the underlying reason for the approval requirement.

We have many customers set up with term cash discounts such as 1% 10 Net30.  We do not want the 1% calculation to include freight or tax.  The 1% should be on product only.  Is there anyway to accomplish this?

Hi,One of my client has a requirement to have multiple lines for the same GL Account in the budget. They are not willing to go for  a subaccount structure hence the default subaccount will be used for each line.Has anyone come across this requirement and is there any workaround or appraoch we could use, Thanks!

Hey there, we are successfully creating settlement batches in Acumatica. But I’m finding that most of the transactions are missing and cannot be matched. If I copy the Proc. Center Tran. Nbr. and go to Receivables > Payments and Applications and search for that transaction number in the payment reference number of the payment I can find the transaction. So the reference numbers match, and the amount matches. The only thing that may vary a little is the date of the settlement vs the date the payment transaction appears in Acumatica.My VAR suggested changing the percentages of the  Relevance Calculation in Cash Management Preferences but I’m getting an error when I do that, and even upon some more research I’m not sure if that would help.Does anyone have any ideas? I have an import scenario that can create the bank deposits but from a GI I created but I’m hoping to just have Acumatica...well work lol. 

Hi guys. I want to ask is it possible to add project accounting module to general business license?Thank you.

Hello Everyone, so one of my clients have an additional Module in Acumatica for their budgeting program right and my client want to have Project Accounting, is that possible to add project accounting module to general business license?Please give us your advice about this, I really appreciate, thank you. 

Hi All,Where can I pull a report or something to see audit history? I need to see when users were added and removed, those types of activities. The auditors need this info 

Recently since last week we have been notice Dashboards are changing without any interaction . I am trying to find the root cause but no changes has been made. I am raising this in community so get some help to troubleshoot this issue. Below listed issue we are facing currently . Financial  year 2025 and 2026 turned into Calendar year 2025 and 2026-  the graph chart  The table data Sales by month missing value for Feb  FY2026 and Jan FY2027 Sales by product YTD shows accurate data but for last year not current year -Donut chart Ales by product MTD - donut chart disappeared  Total sales MTD -shows 0  

In the Posting Class, I’ve configured the Subaccount to pull the first 3 segments from the Warehouse. I also have the subaccounts set up on the Warehouse level. However, when I create an SO, Shipment, and the resulting GL transaction, it’s still pulling from the Inventory Item instead of the Warehouse. Am I missing a setup step somewhere?

Just wondering if there is a way to we enter ABN details for a customer?

What is the proper field to use in the Link to Entity for in the Email Template used as subscriber for Business Event based in AR InvoiceThe desire is to have the email appear in the activities of the Invoice. (I am unable to shows my current config with customer data)    

Has anyone ever been successful importing the postal codes. I understand Acumatica has the option to upload the postal codes like it does for Journal transactions, but I would like an import scenario to upload the postal codes based on each tax zone. It takes a long time to do it the way Acumatica has it setup. Thaanks

Payment has been made so status of the invoice and memo should be closed. The ‘Pay’ button is still enabled. I want to complete the project but this is preventing me from doing so. The application tab on the invoice shows a payment line of closed status.

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,

Dear Acumatica Support Team,I would like to seek your guidance on handling a purchasing scenario involving multiple suppliers during bidding process.In our case, we need to purchase several items from different suppliers because some items are more cost-effective with one supplier, while others are cheaper with another. For example, we may need to purchase three items from Supplier A and another three items from Supplier B within the same purchasing process.In some cases, we already receive market prices from vendors and clearly know the pricing in advance. For these situations, we do not require a bidding process. However, for certain items, we may still need to compare prices across multiple suppliers before making a purchasing decision.Could you please advise on the recommended way to manage this scenario using the requisition or purchasing features in Acumatica? Additionally, if there is any supporting documentation or step-by-step guideline that explains how to handle requisitions

How to generate a GL detail report for a range of GL accounts? Can the report sorted by GL accounts instead of batch numbers?

HiIs it possible for a journal batch to be input by a junior employee and then held waiting for approval by a senior approver? thanks in advance