Financials

Hi community team, We see there is "Check Register" screen in "Payables" menu. Is there also "check register" possibilities in "Receivables" menu?

I would like to run an accounts payable aging report grouped by types of vendors (operations, general & administrative, landlords, etc.) Not sure if I should be using vendor class or creating separate vendor attributes. I didn’t see a filtering or grouping mechanism in the A/P aging report selection criteria.

Hi all, Can you help me about my concern, if possible to show the customer/vendor “CA” module in Transactions for period report Image Reference:   Thanks

I tried to implement a custom checkbox - I added it to the page, but for some reason, after changing the invoice status, this checkbox becomes inactive. May be somebode can help me resolve this issue. I need this check box active with any statusStatus of the invoice was changed from Balanced to Open and it doesn’t activeField Attributes 

Hi,Could you please anyone share a document, guide line about the fiscal year end closure procedure (Transferring P&L accounts to retained earnings using 13th period) Thanks,Dulanjana 

I facing a problem when run AR Close Financial periods which detected an unreleased document (credit memo) on 06-2021. I checked the document found that this document posted in 05-2021 and status is closed.Anyone can advise me how to clear this document from Unreleased Document and able to process close financial period for 06-2021. 

Does anyone know how to setup Quebec taxes (GST+QST)

Hi everyone,  How can we apply partial payment in acumatica? after invoice is release, the invoice is 100, and the customer paid only 70. whe we applied the 70 in the payment , it shows “the document is out of balance”. Can anyone help? Thanks!

What are the best practices for booking Shareholder disbursements in Acumatica? Should this be thru AP as Vendor payments?

Is something like this possible? I wanted to avoid excel by making a calculated field that summarizes a single or group of inventory IDs through GI or report designer. So a calculated field would look like this...=IIf((( [POLine.InventoryID] = 'DULS001') OR ([POLine.InventoryID] = 'DULS002')), [POLine.LineAmt], '')Results would look like this...    Calculated Field Calculated Field Inventory ID Line Amt Dulse Kelp DULS001 200 200   KELP001 500   500 DULS002 300 300  

Does anyone know of a Crypto currency provider for Acumatica? I know that currently out of the box, we would just need to set up a payment type and accept it as cash, but is there another option?Our client is ok with that, however, I know more will be looking in the future for it. 

The “Pay by Line” checkbox is not getting activated even after it has been configured. Kindly let me know what am I missing here.Thank you.

When posting project billings with AIA detail all of the line items are shown in the GL Revenue account.  Can this be posted in summary, I don’t need the detail at the GL account.  Would be good if just the total is shown the project number.

Are there plans to allow PDF files to display in IMAGE box of an Expense Receipt? just like jpeg does.  

What is the difference between restriction groups of type A and type B?

Good day, We are trying to calculate Remaining Life of an Asset by using Depr to Period minus Last Depr Period, but cant calculate dates with Periods and also, if you try to connect the FABookPeriod but we could not make it work due to several lines were duplicated for the same asset.  I hope I make sense, thank you so much.

Hi all,I am a fairly new user and while looking around the integration module, I accidentally uploaded a FA template at “Upload by scenerio”. How can I fix it? Please advise. Thank you. 

After I generate recurring journal transaction, there may be an additional account line to be inserted. Is there anyway to move the line item instead of having the line item always appear at the bottom of the journal entry as it was added last?

 Can we key a payment transaction in a cash account along with a loan account with bill/invoice in 1 journal?For example, payment 500 USD bill for a supplier, 100 USD from a cash account, and 400 USD from a loan vendor accountCurrently, in ACU, we have to record the payment 500 USD bill for the supplier with a cash account. Then revert back of 400 USD cash account to loan vendor account.

Dear Acumatica Community , Is there any possibility to make the accounting transaction with different strings, like SBU, Departments etc? If yes, where is this settings For Example, When i am booking the invoices i want to see the SBU and Department along with the GL. 

When searching for a Vendor on the AP Bill, Employee Business Account lists first. Can we have an AP Preference tickbox which will allow or prevent the Employees in the search function.Or at least, add the employee type at the bottom of the list.Currently, we have to create a Filter to exclude the Employee type , which does not always work correctly.

Hello Team, We are trying to link a credit card to an employee, but we are getting an error on this page : Banking > BankFeeds (CorporateCCS) So we clicked on “Assign Delegates”, but now getting this error  Things we have doneAdded the user to the credit card : Banking > Corporate Cards Added Delegates for the user Made sure that there is a linked user account to the employee Does anyone know what is causing this error? Thank you,

Is there a way to run the fixed asset balance projection reports to show the detail by asset? The standard report only shows summary data for all assets and I have a client that needs to see projections by asset for their tax books.

HiNot sure if anyone know how to reserve the inventory once the invoice released?We encountered a senario as belowCustomer last mins cancel the shipmnet which mean the invoice that we generated is need to cancel. How to cancel invoice and reverse the inventory ?Could anyone give me a guide/Step? 

Hi all...perhaps someone can share some ideas on following TAX (VAT) issues.To be able to create a meaningful tax report i have created 3 different tax zones and tax categoriesTax zone 01 / category 01 = local purchase and sales on 15% VAT. All stock items are set to this category, all good in this scenario.Tax zone 02 / category 02 = all foreign customers (exports) set to tax zone 02 / category 02, this category is set to 0% VATTax zone 03 / category 03 = all foreign vendors (imports)  set to tax zone 03 / category 03, this category is set to 0% VATThe VAT for imports is paid by the customs clearing agency and invoiced as 'Custom VAT" together with other charges to us. In our tax report we need to show the total value of imports and total value of exports for the tax period.In my opinion the tax setting of the foreign customer and vendor should have priority over the tax setting of the stock item.Currently you have to go to each line item and manually change the category to 02 or 03 t