Financials

I need to transfer a a fixed asset to a different facility.  This is the error message that I am getting When I run the unreleased report I have no outstanding items.  Where else can I go to either clear this item or process this document number so the asset is reflected in the correct location.

Hello community, We would like to know why our YTD Net Income Account does not move to Retained Earnings for the start of the new year?  See below, this is from the Acumatica website, on what is supposed to happen at year end and the start of the new year.  Ours is not doing this, how do we make this happen as the system is designed to work? Based on this article... Thanks in advance.

Hi thereMy company is looking into offering payment plans for large sales to our customers. For example, a customer may wish to pay off a $10,000 sale over twelves months.Is there a way to set this up so they are invoiced $833.33 each month for 12 months? Preferably under the same invoice number. Any help would be greatly appreciated.Kind regards,Bradley

Dear Team,Im following the instruction for disposing asset from doc Disposing Fixed Asset: Process Activites As Step 1, on the disposal table, when I click on OK, the system show the error message “Unreconciled asset can not be disposed” On Reconciliation Tab, I have some transactions havent reconciled yet. However it’s not related to this FA. And before that I am successfully perform the Disposal already for another item.Are there anyone have idea on this matter?Thanks in advance

How can I correct this error? A staff member ran a payment with the wrong cash branch and invoices. We did not purchase the inter-branch transaction feature. This is zero impact entry.  

Hello Community,I am looking for the ability to have a company with multiple branches have the transactions created in said branches roll up into the main company ledger. Is this something that can be setup by default with intercompany\branch functions or another way? I understand we could accomplish something like this with ARM reports, but really, we are looking for journal entries to be created in the parent company for bank consolidation purposes. Does anyone know of an existing configuration that would allow this? Thanks in advance!

Hi Acumatica Community,May I ask if there is a way to change the Void Bank Deposit Date?Here’s my scenario.Deposit Date When I click Void. The Deposit Date is not editable.Is there a way to make it editable?Thank you!

Has anyone been able to get a Project Name/Description in an ARM report of the PM type?I’ve tried a few different things using @StartProject in the column set, but so far, I haven’t had any success.

In AP Bills and Adjustments, the AP Viewer default Role does not have the ability to reassign the Approver if the Approval Map is designed to allow for it. AP Clerk can do this. I reviewed the Security but can’t determine what allows the field to be modified. Currently, the AP Viewer gets the pop up window for the approval but can’t select a New Approver. I gave AP Viewer Edit access to Bills and Adjustments>>Approvals. I also played with some of the Approver ID fields in different sections.Appreciate any help, Chris

When attempting to release a group of project transactions I get a “IN Error: Unit conversion is missing” error. In this particular group of transaction there are about 30 transactions. I’ve looked at the UOM and Conversion rules where applicable and don’t see anything out of the ordinary. When I look at the trace I see what is shown below. Is there a way to track this error to a particular inventory item?    Error 2025-06-13 01:04:22 UTC    Category: Trace  Message: IN Error: Unit conversion is missing.  Stack Trace: PX.Objects.IN.PXUnitConversionException: IN Error: Unit conversion is missing. at PX.Objects.IN.INUnitAttribute.Convert(PXCache sender, Nullable`1 InventoryID, String FromUnit, Decimal value, Nullable`1 baseValue, INPrecision prec, Boolean ViceVersa) at PX.Objects.IN.INUnitAttribute.Convert(PXCache sender, Nullable`1 InventoryID, String FromUnit, Decimal value, INPrecision prec, Boolean ViceVersa) at PX.Objects.

I believe that the base product of 24R2 can do this already, I just need to figure out the menu path to get to this. Thank you. 

 I am currently working through Lesson 3.1: Setting Up Intercompany Sales from the F300 Intercompany Transactions (2025 R1) course. According to the training materials, when configuring Accounts Payable Preferences, I should be able to select "Vendor Location" in the Use Intercompany Expense Account From field.However, in the system, this option does not appear. Instead, I only see "Vendor" and "Inventory Item" as available selections.Could you please clarify whether the documentation needs to be updated or if there are additional settings required to enable the "Vendor Location" option?Thank you for your guidance and support. 

When reversing an AP Bill/Invoice with pay by line NOT flaggedReverse Invoice, Creates a Debit Adj Release Debit Adj and select apply Opens Checks and Payments screen with Debit Adj as type Add Documents to Apply (the invoice reversed) ReleaseBUT when Pay by Line is flagged for the AP Bill/InvoiceReverse Invoice, Creates a Debit Adj Release Debit Adj and select apply Opens Checks and Payments Screen with Payment as type All the lines of the Debit Adjustment are displayed Then we need to add all the individual lines of the Invoice to apply to each line of the Debit Adj. The document is processed as a zero payment (automatically flagged as closed when process payment)The issue is that it shows as payment and if the invoice has many lines to apply to the offsetting Debit adj this can take additional time and possibly lead to incomplete application.Need the ability to reverse and apply the entire document in total (apply documents), even if pay by line is the Vendor/Document option by defa

Hi CommunityIs there a specific command to use when creating an export scenario for one period only instead of all records. Thanks in advanceBarbara

Is it possible to create a prepayment for a PO without having to tie it to a specific item/quantity within that PO?  It’s very common for our international vendors to change their PO’s and that messes with any prepayments that may have been applied to those changed quantities. My question:  How can I apply a prepayment to a purchase order in total without having to attach it to any specific item/quantity/percentage etc? The same way on the receivables side where you can apply a prepayment to an invoice as a whole.  Example:  Customer owes $10,000 and pays $1,000 towards it.  System shows balance of $9,000 without having to apply that prepayment to any specific item within the invoice. Any help would be greatly appreciated!

Hi,Is there a way to have this in a Arm report? 

We are trying to upload historical Bills and link with PO or Sub Contract.  Linking with PO is working .But system is not linking with Sub Contract . Any ideas or thoughts ?  This is the import scenario used  

Is it possible to do a Historical Data upload for AP module ( Bills , Payments ) in Migration mode ? Bill and Adjustment with Migration mode is working fine ,But when I am Trying to Release the “Check and Payment “ in migration mode (with Document Apply reference to Bills ) getting below Error .   any thoughts ?

Hi Acumatica Team,What is the option to reverse a specific Depreciation in FA module?Our customer needs to dispose a lot of FA with date 31/12/24, but they depreciated January and February 2025, and they need to reverse these depreciation in the FA module to dispose the fixed asset with date 31/12/24.Thank you for your help.

How to resolve the ''Cash Account' cannot be found in the system. Please verify whether you have proper access rights to this object.' error I gave this new user the same access as an existing user and still she’s getting the above error. Any suggestion about what I am doing wrong.

I am trying to scroll down the list of record types in the recently viewed transactions and I just cannot find a way to scroll down the Record Types. I have to zoom out the browser to view the other record types. Anyone has any ideas how to scroll down to view other record types.

In printing a check, I want to add the attention field of the person receiving the check. I completed the override in the remittance tab of Checks and Payments screen and the payment tab of Vendor prolife. However the attention field does not print on the check. What am I doing wrong? Please help. Thank you. 

We are trying to create automatic invoices for customers that are on a subscription service and automatically charge them. I know there are ways in Acumatica to create recurring invoices and release them on a schedule but is there a way to automatically authorize and capture customer credit cards against those invoices in Acumatica?

In version 24R2, I am trying to figure out the menu chain to create reports showing sales taxes collected. Any help would be very much appreciated. 

We are looking for a credit card solution that integrates with Acumatica for a client in the Bahamas.  Ideas?