Financials

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. 

Hi AllOur users have an issue coming from Projects. When processing Project related invoices, the revenue for the items listed on the project go to the incorrect subaccount.Our current setup for projects is as follows:For our billing rule, we use 'Progress Billing' which is set up as:Where the sales account and the subaccount are taken from the task. For example, in this project the tasks were assigned to it and the correct GLs and subaccounts were correctly populated:Task ID 001 has the following setup:The Default Sales Account is 40300 (Solar Projects Revenue) and the Default Sales Subaccount is 3000-000 (Small Solar Installations - Products) these settings are correct and populated as such in the project.When Project Billing is run, the following shows up on the Invoice:The invoice shows the correct GL but the incorrect subaccount based on what was defined in the project, which should have been everything goes to the 3000-000 subaccount.I know that it is more than likely it’s a setu

Hi, I want to create expense claim but when i try to select the expense item, i can not find any list of my Inventory ID (Non-Stock Item with type Expenses). Please help me to to solve about this, thank you.   

AR Error: Credit card processing error. ProcessingCenter : Address is not a valid address.  Address Field in Customer master and invoice is added .. Appreciate  your support

 Hi, i want to create a request but the while i try to select one of the chart of account and subaccount form on of my item request, there’s no option to selected the COA and Subaccount. I already import the COA and also create the Subaccount. There’s any step that i miss while i config?Here i attach the capture of my problem, i really appreciate you responds and help. Here is the capture of the Subaccount for the Request  

Generic Inquiry assistance needed! We are currently reconciling our general ledger balance of accounts payable with the balance from our AP Aging report. I asked copilot how to create a generic inquiry to help us find the difference, and despite following the provided steps, I am receiving an error that reads “’Parent Field’ cannot be empty.” From my perspective, parent field is not empty. Can someone help me resolve this issue? I have attached a screenshot that displays what I am seeing. Thank you! 

I have a customer that needs to the ACH File for BofA (CTX Payments) ASAP. The problem we have is with the Record Type 8, and the Entry/Addenda Count. Acumatica standard does not have the option to add a Counter.Any feedback will be highly appreciated!

Hello, I have created an Invoice and have released it using the “Process Invoices and Memos” form. When I check the Invoice later, it shows me the Balanced Status, but the Journal Transaction for the Invoice has been already created and posted. Then I performed the “Hold” action to check what will happen and now I am unable even to Remove Hold the invoice. We have not made any customizations to the form as well.  Any idea why this is happening?Thank You!

Have an Invoice/Check and Payment record in status reserved with a journal entry attached that has already been fully posted. Is there a way to just fully delete this record from the system?

Hello Community.We are receiving an error when trying to Release an AP Bill with status Under Reclassification. I’ve combed through similarly reported issues in Community, but not finding this exact issue or identifying any resolution. Unfortunately, this is on 23R2 so I am unable to get support from Acumatica until upgrading (within the next few months).No batch is created.We do have one customization that is related to AP Bills, but it is controlled by a switch if on/off. I have turned it off to rule that out.Thank you i advance for anyone who can shed some light on this.  

We are working on an Email Notification Template for SO Invoice approval. The email is triggered from a Business Event based on a Generic Inquiry that includes SOInvoice fields (DocType, RefNbr, DocDate, Amount, CustomerID).Our goal is to include a link in the email that opens the SO Invoice screen (SO303000) for the specific document.Here are the URLs we’ve tried: Here’s the URL I’m using:old link: https://international.acumatica.com/(W(63))/Main?CompanyID=Live&ScreenId=SO303000&DocType=((SOInvoice_DocType))&RefNbr=((SOInvoice_RefNbr)) new link: https://international.acumatica.com/Main?CompanyID=Live&ScreenId=SO303000&DocType=((Document.DocType))&RefNbr=((Document.RefNbr)) Issue:When the email is sent, the link does not navigate to the correct record. It either opens the screen without filtering or fails completely. Interestingly, the same URL (New Link) works fine in the Approved notification, which is tied to the standard approval process.Questions:Does Acuma

We noticed something unusual in Acumatica:From the Receivables module, we can print an AR Invoice even if it is pending approval. From the Sales Orders module, we cannot print a Sales Invoice if it is pending approval.Questions:Is this behavior by design? If so, what is the reasoning behind allowing AR Invoice printing but restricting SO Invoice printing? Is there a configuration or customization option to enable printing for SO Invoices that are pending approval? Has anyone implemented a workaround

Hi Acumatica, My objective is to join the subaccount field on the APTran table to a GI at the APInvoice level. If there are multiple different subaccounts, just join the first one available. The current issue I am having now is that any kind of join between the APTran and APInvoice tables result in addition of rows to the APInvoice generic inquiry. What is the simplest way for me to join the subaccount field from the more granular APTran table onto the less granular APInvoice level without adding rows to the APInvoice? Thank you,

Good day CommunityI have created a Fixed Asset from the Convert Purchases to Asset option and now need to add an additional amount to the same asset from the same screen.The Receipt dates are different but I need the In-Service-dates to be the same for both amounts so they will depreciate as a single asset.I am not able to do this on the Convert Purchases to Asset screen.Can anyone help please?Many thanks 

I’m having a issue where we have multiple tenant and can access one on velixo but when trying to connect another tenant it is erroring?

Hi Team, We are facing an issue with the project transaction. In October, we used "progress billing" to invoice this project for 100% of the budgeted amount ($15,200.00), which it did invoice. Issue: Why does the project show its time records from September and October as unbilled even though the project was 100% billed in October? We discovered that none of those time activity transactions were displayed at all when we examined the Invoice Details screen. How can we prevent this from re-occurring, and why would it have happened? What should we do to mark those entries as Billed? Project Transaction detailsPlease take note that this is the first time we have encountered this problem. The way we bill the progress billing projects hasn't changed at all! For your reference, please see the screenshots.    

Hello - We just set up a new branch in one of our tenants, and we are unable to Reverse, Reverse and Apply, or create a Credit Memo. I have never seen this before and cannot find anything in the configuration or Receivable Preferences that may be causing this. Does anyone know why this would happen?When I Go to reverse the memo, it does create a credit memo, but when I take it off of hold, it creates a new screen and the memo is gone, with no option to save at any stage: This is what happens when I remove hold: Additionally, if I attempt to create a credit memo, it does a similar process. It lets me fill it out, and then when I go to hit save it wipes everything out and then throws me an error message for saving without complete data

Hi everyone! I know we are approaching EOY quickly. Just wanted to share this guide to help you with account payable year-end actions! https://www.strategiesgroup.com/acumatica-accounts-payable-year-end-actions/ 

What are the options to have invoice attachments automatically attached to email when sending invoice (version 24R1)?(apologies if this is a dup)  

Hi,Currently, users create Expense Receipts, then manually transfer them to Expense Claims, which are submitted for approval. This separation causes confusion and is time consuming.We’re considering a new approach: Add approval to the Receipt. Once approved, use a Business Event to automatically create and submit the Claim. Remove the approval step from the Claim. Has anyone implemented this kind of flow? Is it practical or problematic? We're aiming for a smoother and more user-friendly experience.How do you use the both form with the employees?Thanks