Financials

We are working with an opportunity that frequently sells/invoices items before the landed costs are known and recorded. The costs flow to the ledger fine, but they are wanting the margin reporting on the sales to reflect the additional costs that should be attributed to the items sold.

We apply Estimated Landed Cost at item receipt (fast-moving goods) and enter the actual AP Bill later. When the amounts differ, our ERP creates a 2-line adjustment transaction for the variance. We want to prevent these extra adjustment lines. Are there alternative workflows or best practices for this?

Hi,Has anyone else came up with a solution to a fixed invoice paragraph line but needs to have rich text to pull in the data in the paragraph section?  As currently I can only see it being a text box.If anyone has an idea I would love to hear about it?Issue is invoice paragraph needs to have dates changed every month so I can do schedule billing.  No I can’t change the wording to point to the date of invoice.thank you Matthew

Why won’t Acumatica 2025 R2 allow partial or multiple payments to be applied to a Vendor PO Payment Request? With very large requests, we need to be able to break it down into payments as the project progresses. For Acumatica to expect that all prepayment requests will be paid in one payment in full is unreasonable. Can this please be addressed and modified?There isn’t even an option on the Financial tab of the entry screen to indicate that it will be done in multiple payments. Is there a better way to handle something like this? 

According to the documentation Purchase Receipts , when we create a Receipt, the system recalculates the Unit Cost instead of using the exact Unit Cost entered in the PO, right?Why does the system recalculate the Receipt Unit Cost from the PO instead of using the exact Unit Cost we enter on the PO? Is there any way to change this configuration so that the system keeps the exact Unit Cost entered in the Purchase Order instead of recalculating it? 

Hi, can I please get your input on this scenario? A customer has 2 AR invoices in Acumatica and a payment is created separately using 2 different cash accounts. However, the customer transferred the whole lump sum payment to one bank account. This now appears in Bank Feeds for one cash account only and cannot be processed because the amount isn’t matched. I can’t clear and reconcile this, what is the best approach to fix? Thanks  

When is Finance, under Budgets I am trying to set up drivers.  I could not find any help/utilization documents on how the drivers work and how they can be set up.Can anyone point me towards any information on how to use drivers? 

In all the Sales Profitability Reports there are two flags to choose: Released Transactions Only and Completed Transactions Only.Released Transactions Only is easy to understand as it will display only released invoices or all invoices regardless they are released.My question is about Completed Transactions Only. What does actually mean completed transactions? I thought it was closed invoices but, based on the testing I did, it does not seem it is that.  

Hi everyone,I need to generate and print the Customer Statement report for a customer in USD, but Acumatica keeps showing/converting the amounts into our base currency (MXN).Where in Acumatica can I select or configure the statement to be printed in the original transaction currency (USD)? Is there a setting on the Customer profile or statement parameters for this?Thanks for your help!

Hi Team, Do you know whether Acumatica supports E invoicing concepts. Do we require any customizations? Regards,Nithya

I’m trying to add a column to my customer’s P&L that will show the % of Sales for each row on the report (e.g., Sales = 100.0%, COGS = 36.2%, etc.). I can add calculations between columns (e.g., (F-E)/E), but not within the same column. Is this possible with the standard financial reports?

Hi everyone,I’m looking for some clarification regarding invoice attachments in automated customer emails for Accounts Receivable.Our requirement is to automatically email an invoice to the customer, together with the files attached to the invoice record (for example, PDF/JPG documents stored under the Files section of the invoice).I have been looking through the Email Notification / Mailings configuration but I could not find an option that would automatically include the files attached to the invoice record when the email is generated.However, I noticed that Dunning Letters can be generated and emailed from Acumatica, and the resulting email received by the customer includes the Dunning Letter as an attachment. please refer below attachment:This made me wonder: Is there a standard configuration in Acumatica that allows files attached to an AR Invoice to be automatically included as email attachments when the invoice email is sent? If not, why is this possible for Dunning Letters bu

Hi community,I need to configure a custom role (Fact Viewer) that should have Read-Only access to Invoices and Memos (AR301000) and Shipments (SO302000).The issue is that even though the screen access is set to View Only, when users open an existing invoice, certain Action buttons (like Pay, Void, etc.) in the toolbar are still visible and enabled.When I try to restrict these actions specifically in Access Rights by Role (SM201025), expanding the AR301000 node does not display the individual Action members to set them to Revoked. User has no other overlapping roles. Setting screen permissions to View Only didn't hide toolbar actions driven by the underlying workflow. What is the recommended way to fully hide or disable toolbar actions for a read-only role without breaking the screen workflow? Is this achievable via standard security configuration or required through a Workflow customization / Graph extension?Thanks in advance!

Hi, In the Cash Account details in Acumatica version 2024 R2, I used to be able to clear all cash accounts without using the checkboxes; simply clicking "Clear" would check the "Cleared" boxes for all of them. However, in Acumatica version 2026 R1, this is no longer possible—I have to select the checkboxes first and then click "Clear". Is there a change like this, or is it actually a bug?  

Hi CommunityI have a customer who requires all assets to be disposed. Thre are a few left that I am unable to dispose as the need to be reconciled. However, there are no entires to reconcile in the “Covert Purchases to Assets” screen and the are no unreconciled entries on the actual asset.Can anyone tell me how to reconcile these assets?Thanks in advanceRegardsBarbara

I need to make the base currency to MYR currency, but the problem is I cannot make the MYR currency rate equal to GL date. As you can see. the cury effective rate is in 2021 while the GL is on 2026.    

 Current BehaviorWhen a KIT item is created in Inventory and selected in a Sales Order (SO), it is displayed as a single line item in the Payment Link. The system does not automatically "explode" the KIT into its individual component items within the Payment Link.Proposed EnhancementWhen a KIT item is selected in a Sales Order, the system should automatically populate the Payment Link with all of the KIT's component items. Each component should be displayed as a separate line item, showing its respective quantity, description, and price. The KIT should remain associated with its component items for reporting, auditing, and traceability purposes. The Payment Link should present an exploded view of the KIT, providing customers with clear visibility into the individual components included in the KIT.

We have some items which we can stock ourselves or drop-ship to customers. When these items are drop-shipped, we would like to be able to change the Sales and COGS accounts to our drop shipping accounts. While we can change the sales account on the Sales Order for these items, we cannot find a location to overwrite the COGS account from the Purchase Order side of the process. It seems entirely driven by the Stock Items’ Posting Class, which is set to be the usual accounts as drop ship orders for these items are uncommon.Is there a way to specify the account of items on a Purchase Order/Receipt like there is on a Sales Order?

Hello,The “prepare tax report” and “release tax report” are showing different figures for the same entity and same period. Have anyone experienced this before?

When using Inter-Branch Accounting, the Due to/from entries don’t post until release. Then, the debits and credits are totalled for each branch pair and posted to the Balance Sheet. Is there any way to have the Due To/From for each individual line affected by the Inter-Branch Mapping?I’ve tried Detail/Summary posting on the COA with no success.

How can customer payments be set off against another customer account in Acumatica when there is no established parent-child relationship between the customers, and without creating debit or credit notes?Looking for recommended approaches or best practices.

Has anyone found a method to auto release reversing journal entries? They get created on Hold and we are finding that users are making changes to them prior to release. We need to prevent that.

In assignment and approval screen of Requests cannot find field status but on screen ui I can see the status field.  

We have Cost projection in which the UOM is empty but we need to bulk update to ‘EA’. I first tried to update by editing the GI and adding the filed to Mass Update tab but it was not possible. I am now trying to use Import by scenario to update the filed but getting errors such as View Document or Add button lines disabled. Before I keep investigating is it even possible to bulk update using either way

After upgrading to 2025R2, clicking Export>PDF from the check printing window no longer protects the MICR line. Previously, all characters were being replaced by “•••••••••••••••••••” but it now shows the MICR font. Is there a way to turn this feature back on?