Financials

Hello Community,Have a small issue - when trying to send an AR invoice we have placed 2 email addresses in the Account Email Field under “Additional Account Info”.  The address are separated by a semi colon ;   I cannot change this to a comma, it defaults to a semi.When sending emails, it will only send to the first email and not both emails.  I have found a couple similar issues here:https://community.acumatica.com/distribution-6/send-po-to-multiple-email-addresses-8956?postid=31480#post31480https://community.acumatica.com/distribution-6/sales-order-notifications-not-sending-to-all-emails-listed-to-send-to-7564 I have looked into both of these solutions, however I’m not sure which BUILD is being referred to in thread one.  In thread 2 removing the field in the “TO” field results in an error saying there is no Email address to send the notification to. Hoping someone may have insight?Cheers,​​​​​​​K2

Hi All,Has anyone successfully used an Import Scenario to automatically convert purchases to Fixed Assets in Acumatica?I have been testing the Convert Purchases to Assets screen with a Business Event + Import Scenario approach. The scenario runs successfully without errors, but no Fixed Asset is created in the end.My understanding is that this screen relies on UI behavior:select the transaction in the top grid the detail line appears in the bottom grid fill in Asset Class and Department mark Create Asset then click ProcessThe reason I am trying to automate this is because I want the FA number to be available immediately when the stock is issued/shipped out. My warehouse team needs to attach the FA code to the item at the time of issue, so I need the purchase-to-FA conversion to happen automatically and the FA code to be created right away during the issue-out process.In my tests, the Import Scenario can run successfully, but it seems the asset is still not actually created.Any advice o

Hi, we are trying to automate the calculation and processing of AR Overdue charges. I have setup the Automation schedule and the last two months, it did not create any Invoices.So in looking at the Scheduler, it does not give the action to calculate first.  So Process all does not process any documents. Please advise.  

Hello Acumatica Community,I'm reaching out to connect with finance professionals who are heavily involved in the month-end close process. Our team is working on enhancing this critical workflow with improved automation and AI capabilities, and we'd love to hear from you!We're particularly interested in speaking with:Controllers and accounting managers who oversee month-end close Team members who execute month-end tasks regularly Anyone who has developed checklists or workflows for month-end activitiesIf you're willing to participate in a brief discovery call, we'd like to discuss:Do you have a checklist workflow that you use for monthly close? How did you create that checklist and how often does it change? How much time does your month-end close process typically take? What are the most time-consuming or tedious tasks in your process? Which activities are performed inside vs. outside of Acumatica?Your insights will directly influence our development priorities as we work to make the mo

We have a critical need to get the actual dollar amount that the customer has paid to date on a project so that we can display that value on a project summary report.  We’ve tried to figure this out but whatever formula or string we need to develop in order to come to the number has proven to be elusive.  Anyone have a way to get this paid-to-date number?

Hi Acumatica Community,In Acumatica, when we create a Sales Orders with a customer exceeds in their credit limit. There’s a warning sign.Once we remove hold, the status will become Credit HoldWith this Set up (Customer Profile and Order Types) Our requirement is to restrict the saving of Sales Orders when the Customer is already exceeding in credit limit.Is that possible?Thank you!    

Hi,Has anyone created a custom ACH-type export scenario for an international bank payment file?We have received a client requirement for a new ACH-type custom export scenario for BNZ bank's international payment file.I've attached the bank payment file guide for your reference. If anyone has experience or has created a similar custom export scenario, please let me know.Thanks 

Has anyone been able to get this integration to work?I have exported the report (Excel (Connected), but when opening the exported file, there are no values and no connection has been set up. Are there additional steps one should follow to get this to work?

Hi Team,I hope you are doing well.I am currently looking for Trial Balance or Account Details endpoints in Acumatica ERP.We are able to successfully retrieve data for the Account Details inquiry screen. However, when attempting to filter using From Period and To Period, we are not receiving any results.Could you please assist us in understanding:If there are any specific parameters or formatting required for the period filters Or if there are any limitations or additional configurations needed for this scenarioAny guidance or suggestions would be greatly appreciated.Thank you in advance for your support.

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.  That said, the system is only allowing the selection of open periods as dictated by the Master Financial Calendar which, as it stands, only goes back to 2022 as of now.  They aren’t live, so I can always take a snapshot and reconfigure an earlier financial year and generate periods that way, but I’m curious if there is another way to generate additional periods from previous years that have not yet been generated.  Any help will be greatly appreciated.  Thanks! 

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

We are relatively new to Acumatica and would like to understand totally how the COGS labor/burden are captured throughout the manufacturing process and where/how costing is hitting the GL.  Currently what we are seeing is labor costs debiting WIP and crediting an account set up in ‘Labor Codes’ ---when the finished good product is produced, the total cost for material, labor, burden costs are crediting WIP and debiting our finished goods GL account.  The labor and overhead costs are not being posted separately or captured in a GL account.  In our previous ERP system, the labor, burden, overhead and material costs hit separate GL accounts.  We can see the amounts for Labor Planned, Labor Actual and Labor Variance amounts in the Production Order which produced the goods.  Any clarification would be most helpful.  

Hi, about to implement Acumatica Payments for an account and a good number of their customers take advantage of their 2% OFF if paid in 10 Days policy.  Has anyone implemented Acumatica Payments with Cash Discounts? Curious if is straight forward and the system does the math and changes the amount on the 11th day or if this is an item that has to be addressed ahead of time. Thanks! 

Below is the customization package for Accounts Payable Automation, powered by BILL. This customization allows you to utilize the embedded integration to BILL on prior versions of Acumatica.  For the customization to work, you must have a license to the BILL integration from Acumatica. Reference the Setup of Integration with BILL documentation in help for the setup procedures. Updated for Release 2025 R1 Service Pack 1 as of 4/24/2026. NOTE: If you previously installed the license for BILL, click the Update License button in License Management after installing this customization package to ensure you can access the latest features. Update History:Date Description July 15,2026 Now preventing Application Date and Application Period fields on the AP Payment from being disabled when using certain payment method types June 24, 2026 Fixed Payment Ref. number on payments not generating when using certain payment method types May 27,2026 Fixed error when applying debi

Has anyone been able to create a generic inquiry that can include both actual and budget numbers by period, account, and sub account? I can’t seem to find the right combination of relationships to get this to work properly.

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 payment method and that are released and processed. And finally, you’ll need to create a business event that looks at the GI and creates a new email one the new record appears in the GI and set up Email notification for it.  Once you have that set up, every new captured payment in the system will automatically generate an email with attached receipt form an

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.

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.

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,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 first time call. any help would be appreciated. 

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?