General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, Deferred Revenue, Taxes, Currency Management
- 1,471 Topics
- 4,881 Replies
I am trying to find out how can i solve this error on the Journal Transactions screen. Can anyone please help me here. This is the error I am getting.Project is Required but was not specified. Account '214875 ' used in the GL Transaction is mapped to Project Account Group.
HI, I’m trying to create an approval map where a manager will need to approve the AP bill for POs enter only by certain users. It doesn't look to be working. However if I uncheck the active box for the 2 employees in the conditions tab, the approval does work. I only need it for these 2 employees though. Any Thoughts?
AR Close financial periods detected unrelease documents where the document have posted and status = closed
I facing a problem when run AR Close Financial periods which detected an unreleased document (credit memo) on 06-2021. I checked the document found that this document posted in 05-2021 and status is closed.Anyone can advise me how to clear this document from Unreleased Document and able to process close financial period for 06-2021.
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
Hello, We are having a scenario and I would like to know what is the best way to log them in system. Here is the scenario and what we are doing now: Both “Costco” and “CITI bank” are vendors in our system. We purchase some items from “Costco” using credit card. And in order to track inventory, we created a PO from Costco and received the items and generated the bill to Costco. We call bill 1 . And also monthly, we get a bill from “CITI bank” including the total amount used in Costco and other amounts(means not the same with bill 1), like fuel, gas (not inventory item, so no POs). In order to log the payment, we also create a bill to “CITI Bank”. We call bill 2. Now you see, on bill 1 and bill 2 we are actually having same item. so we don’t have to pay twice. And also we don’t have to double our liabilities. Can anyone give me some directions to deal with this scenario in a best way.
A conversion was completed from another software product. For some reason after validating the entire process we know what the number is and it matches the difference between the balance sheet and income statement to balance it. It belongs in retained earnings and all other balances are matched against the GL ledger from the old program. I need to make a one sided posting to that account or an adjustment account to sum to that grouping for the amount in question which balances the assets and liabilities and completes the transition.I have been unable to find a methodology
Hi SirThere is a problem that i encountered below. Not sure if there is any way to solve in acumatica system?We have purchased item A USD1000 , however the item A will be temporary keep at supplier site for do some testing , we are holding the ownership of the item A , consider that is our inventory should reflected in financial report.In system , may i know how to locate these USD1000 inventory but not allow the system to allocat the order once order is placed for this item .Currently.we are try to put under different warehouse location but the qty is stil reflected under inventory qty and system will allocate the item once the order is placed where the item is not physical in our warehouse . Hopefully can get some solution for the above matter.Thank you
Every invoice that I try to “Recognize” in the Incoming Documents screen generates the error “Discovery Endpoint Address not set”. I am manually dragging and dropping the invoices onto the screen and they do display but that’s all other than the error.
Can someone help to explain why cash return document is placed automatically to credit hold when credit term is Prepayment (terms requires 100% prepayment) and how to change this behaviour? Credit verification rule for this customer is Disabled. This doesn't happen on non-prepayement credit term though. Workaround is changing credit term but not ideal.
I have what seems to be an interesting challenge; how to calculate commissions based on paid project based invoices. This differs from many other commission based systems based on accrued sales. Commissions at this company are based on payments received on project issued or related invoices.I can see payments coming into table ARPayments based on a calendar date or fiscal period. But when I try to connect those payments to the project that initiated the invoice and payment, that is where my challenge begins. If I am not on the right path, please put forward some alternative suggestions.Some constraints:All payments are initiated by invoices either directly issued through AR (so the project is referenced in the details tab) or through a project generated invoice. So, at least theoretically, a payment should not received unless an invoice, that is in AR, has been issued.If I start a GI or report from the ARPayments table, to capture all payments based on a calendar period, and then
We have a customer with thousands of fixed assets across multiple locations. They have assets tags on all of the items and need a method to perform a phyisical on the assets by location that can be reconcilied to Acumatica Fixed Assets.Has anyone come across a good third party solution, customization or method within Acumatica for performing a physical on fixed assets using bar code scanners for reconciliation/adjustment to the Acumatica Fixed Assets module?
Has anyone done an integration with Bill.com or checkissuing.com?Issue: We have several customers that issue a large number of AP check each month through Bill.com. This results in a lot of manual entry, labor printing, stuffing and mailing checks. The customer is open to moving to other solutions or continuing with Bill.com along with an integration that allows the AP bills to be input once and the bill and remittance recorded in Acumatica.https://www.checkissuing.com/https://www.bill.com/
Hi Team, I have a query on how the financial data from the legacy system can be migrated into Acumatica. Could you help on this topic. Basically, we would update the financial statements balances as an opening balance from the legacy system to acumatica tenant. Which includes Open AR, AP, cash balance, Fixed assets, inventories, GL balance(TB balance). Awaiting for your response. Thanks in advance,Nithya
Login to the community
Social LoginLogin with your Acumatica account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.