Financials

Has anyone seen an integration with Ramp (www.ramp.com) for Acumatica? I’ve seen an uptick in prospects looking for an integration with Ramp. This system looks to be what many start-ups are using for issuing Corporate Cards to employees. I’ve heard some people say that Ramp works with Plaid but I can’t find anything supporting that. 

How do I import the attachment with an import scenario?   The AP Document has an file attachment.  I am creating the AR Document based on the document lines in the AP Document. I can get the attachment file in an generic inquiry - On the APInvoice it is the NoteIdWith the import scenario I have the option to update the Note Text field but do not find the option to update the Files. 

We have customers with 60-day payment terms, but it typically takes them 5-7 days to process payments after they're initiated. This causes invoices to show as past due in our Aged AR reports even though the customer has already started the payment process.Is there an out-of-the-box way to add a "grace period" or "payment processing buffer" to the Aged AR aging calculations? Ideally, we'd like to add 5 days to the due date before an invoice shows as past due in our reports.I know we could adjust the payment terms from 60 to 65 days, but we want to keep the actual invoice due dates at 60 days and only adjust how aging is calculated for reporting purposes.Has anyone solved this issue?

Hello Acumatica Community members,Do you know if it is possible to see the time a transaction is posted without having to turn on audit activity? I’d like to see the time stamp on our generic inquiry in Accounts Payable and Accounts Receivable. Thank you,Kay Howe

Hi,Does anyone know if there are any Acumatica resellers in France, and is the Acumatica product compliant with French fiscal requirements ?Many thanks

Hi has anyone managed to get the PDF Annotator to work with the GI. As in when we open the AP Bill we can click on the View PDF and see the file attachments on the bill.I want to move this up a level to the Bills and Adjustments GI so that as you select a row you can view the PDF without opening the bill. I tried doing the followingI get this error.  

I am attempting to create a generic inquiry to feed into a dashboard. We are wanting this GI to show the balance of our cash account as of @Today - the only thing we can get to show is the period end balance. I’ve attempted to recreate the transactions by period filters/parameters but have been unsuccessful. Any insight would be greatly appreciated.

We are finding the tax calculating on the opportunity is not correct.  Once converted to a service order it calculates correctly.  If we enter Ship Via: Local then the tax does calculate correctly.   Do you know why it isn't calculating correctly on the opportunity Can we default opportunities to have ship via filled in if we cant get this resolved 

Hi, I’ve created an import scenario to import expense receipts using a file format from the bank. Since the employee ID is not in the csv file, is there a way to link the Claimed By field by using the credit card number in the import scenario? The corporate cards are all setup and each card is linked to their respective employee ID.  Thank you,Joey

Looking to understand more about: How does system address having 2 Retained Earnings? I.e. AOCI

What is the best way to add a subcontractor to a service order?  Is there a way through a PO or how do you tie the bill to the service order? 

We tried to reconcile an asset with a transaction.  We clicked on process and then we see the error message “The fixed asset has unreleased reconciliation transactions.” next to the Accrual Balance:There are no Fixed Asset Transactions matching this for us to release.  Where can we find the reconciliation transactions to release?

I am creating a Balance sheet .  Is it possible to show “Sum of all Debit Balance Totals”  in one Row. ?ExampleRow 00341 - Net regulatory deferred assets**formula - listing all Debit Account Balance. Which is correct .But when the Row 00350 is not showing the correct Total Value . It is just showing Total of “Ending Balance of Row 00341 .I need the Sum of each Expanded Account Balance which is showing on the below screen based on Value formula given on Row 00341 ( IIf( (@00341 > 0 ) ,(@00341), 0) )Is it possible in ARM ?  

Has anyone come across this error when trying to set up a bank feed with American Express?    

My manufacturing client is going live shortly, and we are adding their May-Aug fixed assets manually to check the depreciation process etc.  They have a leased asset that they want to put in service for 1/24/2025 and have the Jan-May depreciation all book to May, as they received the invoice in May.  With the 1/24/25 service date, the depreciation is booking to Jan-May.  I cannot close January due to this asset not being depreciated for Jan.  It would not load the asset with the May invoice date with a 1/24/25 in service date, so we used a journal entry with a January date.The other issue is that I changed the 5-year Lease asset class Averaging Convention to Full day from Full period, and it is still calculating full period for this new asset.  Their other 5-year leases (already in service) ‘caught’ the change to the averaging convention and shows the correct monthly depreciation amounts when we run calculate depreciation.  But the new asset does not show the full day averaging amount

Acumatica has a built in function to “recalculate” various balances such as vendor and inventory.  We have been live for eighteen months and have never run these “recalculate” functions.  Recently, we noticed an error in our inventory and our VAR suggested we run the “recalcuate inventory” function. We ran the fuction and it fixed our error.  My questions is should we run all of these “recalculate” functions regularly such as monthly or quarterly?  Is there any harm in running these recalculate funtions more often?  

Hi,The GL is showing the AR balance in CAD and USD as below, but the actual totals (as per the attached file) differ significantly.Additionally, the balance as of today is showing a large discrepancy and appears in the negative. Could you please advise on the possible reasons for this issue? Please note current CAD balance in GL is negative  

When attempting to map a Cash Account to the same account number in the consolidation company, I am getting an error message: “GL Error: Cash account doesn’t exist for this branch, account and sub account (Branch#, Account#, Subaccount#)”. The way to resolve this was to create another GL account that is not a Cash Account, and map the Cash Account to it. I have many Cash Accounts, so this required adding a new account for each. Is that the only way to resolve this error?

What is the best way to track items issued out of inventory to an internal project for accumulation and capitalization to fixed assets? Here is the scenario I tried to do but received an error when creating a fixed asset.Added the fixed asset clearing account to an asset type account group Created an issue reason code to the fixed asset accrual account Created a PO tagged to a project and task Received the item into inventory (we use items from inventory for external and internal projects so steps 3 and 4 may not always occur) Created in inventory issue transaction to the project Capitalize the project costs to a fixed assetWhen creating the purchasing transaction in fixed assets, I get the following error:Error: Inserting 'GL Transaction' record raised at least one error. Please review the errors. Project is Required but was not specified. Account '14900' used in the GL Transaction is mapped to Project Account Group.The problem is I do not see a way to enter the project information in

Hi,I am trying to close financial period, but there was an error stating: GL Error: The 09-2025 financial period cannot be closed in Accounts Payable.I have checked unreleased documents, but I can't find anything unreleased.  

Hi! i am trying to modify the AR invoice form to add a section related to applied payments, however, its not showing up on the invoice properly and i’m not sure where i’m going wrong.  i’m not super familiar with report designer which doesn’t help  ideally, i would like section 1 to refer to the original invoice amounts and section 2 to refer to payments but this is how it’s showing up when i save the report: i am not able to upload the report but if anyone has any ideas, i would really appreciate it! thanks,  Iqra

We recently transitioned to Acumatica and have so issue with ggetting the credit card feed to work. Our company uses Royal Bank Credit Card (Commercial Visa Avion Cards) and we manage these cards thru Visa Spend Clarity Enterprise platform.  We are currently still using Concur Solutions (SAP) because we are unable to connect the credit card feed with Plaid or MX or via SFTP server. Does anyone have experience with Royal Bank and their credit card feed thru Visa Spend Clarity. We have about 50 cards and spend over 250K per month on them so the feed is very important to us. Thanks for your help Bruno

Bad title perhaps; I’m not an accountant, but they’ve asked me why and I don't know.Not sure how to explain this since, but basically they’re saying somehow the transaction was processed with negative GST.  In the Journal it shows the #’s reversed for this 1,149.91 All others look like this (Debit left column, Credit right): There’s hundreds as above, but this one below the values are in the opposite accounts and no one appears to know how this happened (including myself):  Anyone able to please enlighten me on what may have gone wrong? 

Saw this really great video (https://www.youtube.com/watch?v=weBglqXkBpA) from ​@Doug Johnson on Automated AP Bill Approvals with 3-way matching and he had 3 great side panels on the bills and adjustments screen that I would love to replicate. Related purchase orders Related REceipts Unbilled Vendor ReceiptsHe briefly showed the generic inquiries required to make the side panels but didn’t fully show them. I am trying to replicate it but was hoping someone had something similar that I could piggy back off.

Hi Acumatica!In my row sets → data source section, I chose expand code-description for a range of GL codes.How can I remove the spaces between the last digit of the GL code and the dash? The way it currently displays the GL codes looks awkward.selected code-description to expand the GL codes for a range of GLsOutput places 4 spaces between last digit of GL code and first letter of GL Description. I'd like to remove these spaces.Thanks!