General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, Deferred Revenue, Taxes, Currency Management
- 1,471 Topics
- 4,889 Replies
I am creating a from in report designer in which the font is not a standard (i.e. not found in the list of fonts in report designer). I have installed the font on my computer and created the report template with this font.When the report is run on Acumatica, though, the font is incorrect and the spacing is out. Is there a way to get around this? Or alternatively, how do I find what fonts are available on the server?Many thanks.Sue
We are trying to reverse a payment application on an AP Bill through Checks and Payments on the Application History tab. We get an error of “SO Error: the document is out of balance”. Any idea why? The “Reverse Application” works fine on the AR side, but it is not working on our AP side.Thanks!
Hi AllI am thinking to add the link -Accumatica Financial Report - BS and PL into the dashboard.So that we can get the financial statement BS and PL after click the URL link from dashboard directly instead go in to financial module to look for the financial statement - BS and PL? Anyone can help and advise on this matter?Thank you
Several customers have requested Financial Reports (P&L, etc.) by week. In some cases they would like to look historically to compare a week in the current period to a historical period for trend analysis. In other cases they budget by week and revise their budget for next week based on last week. A good example is a hotel chain where they look at room nights to determine staffing and supply requirements. We are looking at Velixo and Power BI but would prefer to have an easy solution that is more out of the box and built with standard Acumatica tools. Has anyone tackled this and can share their experience? Anyone else need this functionality?
HiI received the error msg for the below , Not sure how to add it into the control account.Is there is any problem if we dont add in the inventory into control account? Actually system allow us to save and close it without problem. When next time we open again , there is no this kind of messgae pop up.
Hi SirWe would like to create a invetory code for new product line , the account code will be 14721 .We understand that the account code posting for inventory is controlled by posting class.Need to create a new posting class for this new product line. When we create a new stock item and assign this new posting class, then system will post to these new account code. My question is what is posting class referring to?Is anyone can guide me how to do the above create the new posting class in system?Hope to hear from you soon.Thank you
Hi Sir I have set a recurring transaction , start date is 1 Nov , run at every month and end of the day.However , i did not see any recurring transaction generate on 30 Dec 2020 for the below, does it mean i need to go recurring transaction to “ RUN NOW” instead system can run it for us?
Hello COmmunity,I am simulation a process.Assuming a client go live. On the bank module, transactions like inter bank transfers, payment, bank charges etc have been posted against a bank.HOw can I bring in the opening balance of the bank before go live so that the bank balance can be use to relate with the reduce the negative value to it actual value….. Thanks in anticipation
There is an old video on the topic of Customer Refunds where the user goes through about five or six steps to issue a refund to a customer. And it works great! However, there were too many steps and Acumatica appears to have simplified the process in subsequent releases.So now, in my 2021 R2 demo database, when the credit memo is on the screen, there is an option on the ...More menu to REFUND the amount to the customer. I’ve done that and I see a JE that shows AR was debited and Cash was credited but I don’t see where a check was actually issued to the customer. I can’t find a pending payment in payables but the JE looks like is was processed as a check.The whole point of this exercise is to issue a refund check to the customer and I’m just not seeing it. What am I missing here?
Benefits of AP Document RecognitionAP Document Recognition streamlines processing of vendor bills that you receive in PDF format. AP Clerks spend less time re-typing data so they can focus on higher value tasks. Worker productivity: spend less time entering documents Accuracy: reduce data entry errors which may result in incorrect vendor payments Approvals: integrate with existing approval and workflow processes AI/ML: extracted data accuracy (vendor ID field) improves after manual correctionWho can use AP Document Recognition?Prior to April 1, 2023 Acumatica offered a promotion for up to 1,000 pages/month for free. After the first year, customers could purchase the feature.Starting April 1, 2023 all new and existing Acumatica subscription customers (does not include perpetual licenses - PCP) get 50 free pages so they can try the feature. Customers who already paid for the service get an additional 50 free pages. A vendor bill with a front and a back counts towards 2 of your 50 monthly
Hi SirAnyone can advise how to the transaction flow for the Return to Vendor Process in Acumatica as the return will be replacement back instead of refund the payment to us.We understand that once inventory issued , it will reflected to inventory stock ( reduced) and increase the cost of purchase. CR : INVENTORYDR : Purchase ( cost of good sold)However, if this return is send to vendor for repair/rework and it will be send back to us again.If based on above double entry , CR: Inventory and DR : Purchase , it will reduce the inventory qty and increase the purchase (cost of good sold)Not sure how it record in system while we waiting for the goods send back from vendor where not reflected the puchase and inventory? otherwise it will effected the cost of goods sold on particular month Hope to hear from you soon.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!!!
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
We have successfully set up the ACH Notification process to email out ACH remittance information to vendors. The vendor payment information section only has one entry for remittance email. Is there a way to set up more? Can we just add a second email to that entry separated by a comma to sent it to more than one recipient or is there another place to add this information?
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