Financials

Using the ARM report for the Balance Sheet - I am having trouble with the turnover formula. I have a consolidated column and a Prior Year column but my turnover Consolidated- Prior Year is not calculating correctly. Any insight would be appreciated.  

Using an ARM report, is it possible to create a Cash Flow Statement with a column for the period and a column for YTD?

Hi all, I have a case that I apply and reverse the bill which already applied to prepayment, but I cant find this bill to apply againStep 1: I go to prepayment APP001349 to apply a bill APB00286Step 2: I reverse that billNow  I want to apply that bill again but I cant find this bill in document to apply tab Do you have any idea? Please advice me.

 Is there a reason why ‘Credit Adj.’ and ‘Debit Adj.’ end with a dot (.)  But Bill and Prepayment does not have a dot at the end.  

Hello,Is there an inbuilt integration in to pull exchange rates in Acumatica?Checking this before going for building an integration with a provider. The company is an European company. Thanks,Dulanjana

Hello - Is there a setting somewhere that makes the below “Additional Account Info” and “Primary Contact” information on Vendors mandatory? We are having an issue with users at some of our locations not filling out addresses or email information, and want to make this a requirement. Thanks!  

We are investigating the Intercompany Module, and we would like to see an interbranch post (using interbranch mapping GL accounts) to take place.  In our Test Environment this is not happening, and it might be because of this setting:  It seems that the setting can’t be changed now, is there a way around this?  We only need the balancing going forward, not on historical transactions.

When releasing a Journal Voucher, why is the Project on an AP Prepayment overridden to ‘X – Non-Project’ while the AP Bill keeps its Project? Is this because AP Prepayments are not project-capable documents?

Is it possible for an administrator to apply a particular screen as favourite for ‘all users’ or for ‘all users in a specific role’.For example : I want the ‘Account details’ screen to be under the favourites section for all users. 

 I entered a value incorrectly in the Project transactions and want to nullify this transaction.I understand Project transactions do not create a Journal entry.How to nullify this Project transaction (amount).  

How to enable report parameters in the report Is it done in acumatica UI or in report designer I only need the parameters to appear. Not looking to modify the data/content in the report.  

Customer wishes to chnage the customer status to Hold based on attribute changeCan this be done in a Business Event ?  How would you update / chnage the status?  

Is there a way to notify users in their acumatica home screen about an alert or change . In other words a system wide message that notifies the users in their acumatica interface (not sending or receiving in email).For example : ‘we are upgrading our acumatica system in one month” something like this , that is broadcasted to  the entire users without sending them email. And it is visible as soon as a user logs into acumatica.

I mistakenly created a cash return and want to void it but do not see an option to void .  

Hiii, i wan to testing some transactions including Witholding tax but when i try to Release in Check and Payments form, there is an error (you can see the screen shoot below).I also put the set up for my taxes and i already create some vendors as tax agency.Please help me to solve about this, it’s happen when i try included taxes but if the taxes were non included, i can release the Checks and Payments, Thank you  

Hello,My company will be receiving purchased inventory directly to the warehouse, and storing it from there. The warehouse team will be using scanners to automate the process, and they are equipped with PO Receivers we’ve provided to them (With barcodes for both PO and Inventory Items), and Location Barcodes.What we’d like to happen is they remotely use the Receive and Put Away function to create a purchase receipt (with auto generated serials) against against the PO for the corresponding inventory that they are receiving. It should be simple, however I cannot get the Receive and Put Away function to accept a purchase order number/barcode. It only asks for a purchase receipt, which defeats the purpose as the warehouse team is the first to receive it.Am I missing something? Any help provided would be greatly appreciated!!!

Dear Team,I have map my fixed asset with wrong transaction Reconciliation Type Deduction, my step as details:Open Fixed Asset → Click Tab Reconciliation → Choose Reconciliation Type Deduction Check the corresponding transaction on the grid → click Process    Click SaveSystem generate a FA transaction type Reconciliation -. However, I check a wrong transaction but havent no how to fix. If I do reverse that GL, it’s not update on FA.Thank for your advice!Yen Chi

After a specific date, all disbursements (and receipts) are showing as receipts on the Process Bank Transactions page. Has anyone dealt with this before? I have tried updating the bank credentials on the Bank Feeds page, reloading Acumatica and reloading the transactions. Nothing has worked. 

Hello Acumatica Community ,Is it possible to add a Date Range filter to Financial Reports in Acumatica through a customization? I'm trying to enhance financial reporting and would like users to be able to specify a from/To date range before running a report. Has anyone implemented something similar or used a customization approach to make this work?  Best Regards,Charles Rohit Rayen

Service order tax is not correct (missing county tax) but the tax on the appointment is correct.  I’ve tried recalculating the service order, refreshing the address (verified in avalara), but no luck getting the county tax added to the service order.  Any ideas? 

These errors started appearing last week out of the blue, as far as I can tell. I have been importing the files using the same process as usual. We are fairly new users (implemented Sep 2025) so this is the first troubleshooting I’ve had to do. I’m generally a pretty savvy user but this makes no sense to me. Has anyone else seen this error?

Hi everyone, hope you’re having a great day.I’m currently having an issue with user permissions. On the Fixed Asset screen, is there a way to restrict a user so they can only access specific assigned Asset Types instead of all of them?Thanks a lot for your support!

Good Morning!We just went live with Acumatica today and we are having an issue with purchase receipts. If the receipt has multiple lines, it expects each line to be greater than 0. So if we have three lines, and we only receive for one of those lines, it won’t let us release. It throws an error. I’m an IT guy so accounting is lost on me. That’s the best description I can provide.   

We have a client that wants to upload a file to their bank for international wire transfers.  Has anyone ever tried doing this before?

Client of ours is frustrated that the Cash Return does not have a void. They are obviously just creating new Cash Purchases, but would at least like the option. Let me know if that is something ACM team should add to the roadmap.