Financials

I’m having a issue where we have multiple tenant and can access one on velixo but when trying to connect another tenant it is erroring?

Hi Team, We are facing an issue with the project transaction. In October, we used "progress billing" to invoice this project for 100% of the budgeted amount ($15,200.00), which it did invoice. Issue: Why does the project show its time records from September and October as unbilled even though the project was 100% billed in October? We discovered that none of those time activity transactions were displayed at all when we examined the Invoice Details screen. How can we prevent this from re-occurring, and why would it have happened? What should we do to mark those entries as Billed? Project Transaction detailsPlease take note that this is the first time we

Hello - We just set up a new branch in one of our tenants, and we are unable to Reverse, Reverse and Apply, or create a Credit Memo. I have never seen this before and cannot find anything in the configuration or Receivable Preferences that may be causing this. Does anyone know why this would happen?When I Go to reverse the memo, it does create a credit memo, but when I take it off of hold, it creates a new screen and the memo is gone, with no option to save at any stage: This is what happens when I remove hold: 

Hi everyone! I know we are approaching EOY quickly. Just wanted to share this guide to help you with account payable year-end actions! https://www.strategiesgroup.com/acumatica-accounts-payable-year-end-actions/ 

When a user creates a Journal Voucher to reclassify an AP Bill (APB) and an AP Prepayment (APPR), they enter the correct Project and Project Task for both documents.However, after the Journal Voucher is released: The AP Bill retains the correct Project information. The AP Prepayment shows Project = “X – Non-Project” in the Financial tab. Why does the system ignore the Project information for the Prepayment while the Bill behaves as expected?

What are the options to have invoice attachments automatically attached to email when sending invoice (version 24R1)?(apologies if this is a dup)  

Hi,Currently, users create Expense Receipts, then manually transfer them to Expense Claims, which are submitted for approval. This separation causes confusion and is time consuming.We’re considering a new approach: Add approval to the Receipt. Once approved, use a Business Event to automatically create and submit the Claim. Remove the approval step from the Claim. Has anyone implemented this kind of flow? Is it practical or problematic? We're aiming for a smoother and more user-friendly experience.How do you use the both form with the employees?Thanks

Does any body know how to delete Employee time activities with status hold and Open. I have created import scenario but unable to map the Delete Action.   

Hi Acumatica Community,I created a Purchase Order with the following info  50 PHP = 1 USD with 50 % DP to Supplier  Processed the Prepayment with the same currency rate in Purchase Order500 PHP = 10 USD (@50PHP per 1 USD)When i tried to Purchase Receipts based on Purchase Order.I noticed that the currency field is not editableIs there a way to change this rate, based on what i set up in Purchase Order?This should be 50 PHP per 1 USD. I should received this inventory at the amount of 500 PHP.Seeking your assis

HI there team,I am trying to create  email template from Dunning Letter emails.Before automating, i need to make sure my version of MYOB Acumatica can actually do what I need. (2024.1)I have tried many channels - I just cant get the email to populate the email address, and the fields it needs to extract from to inform customer that their invoices are passed due.Any help here that isn't ChatGPT would be great thanks

1 | No inter‑company transactions at all when base currencies differWhenever I try to create any document that involves two companies whose base currencies are different—an Payment of an AP Bill on behalf of another company with different base currency an inter‑company GL journal entry a Cash Transfer between branches—the system blocks the save with the message that “branches has different base currency”Question: Is there a supported way to post any inter‑company document when base currencies differ, or am I missing a configuration flag / workaround? 2 | Vendor / Customer sharing across base currenciesI’ve noticed that Intercompany ▶ Extend as Vendor/Customer creates a single vendor (or customer) record that remains usable by all companies—even when those co

Hi everyone,We’re facing a challenge with prepayments against Purchase Orders. Currently, Acumatica allows defining prepayment percentages either: At the Vendor Master level, or Manually at the line-item level. Our client, however, makes prepayments based on the total PO amount, not per line item. The percentage or fixed amount changes for each PO, so entering prepayment at the line level is very time-consuming when there are 10+ lines.Is there any standard way, configuration, or workaround in Acumatica to apply prepayment at the document level (either as a percentage or a fixed value)?Any suggestions or experiences would be really helpful.Thanks in advance!

To elaborate the issue more the end user reports that there is a mismatch in amounts of EUR amounts against the base currency USD in recent months. He assumes that the cause for this could be some error/ mistake or not conducting process of MONTH END REVALAUATION OF AR IN EUR. This has caused a loss in their reports in EUR transactions.So, the end user wants the reason for this and what caused for this to happen.They assume that if something happened, it has happened after April 2025 and they want to confirm, whether the revaluation of AR in EUR could be done again From April to November 2025 for AR, AP & GL and if they could do it by taking the  exchange rates to the amounts at that were in those specific months or do they have to use the current exchange rate values as of now to do this revaluation again.And they want to confirm also whether this error in EUR amount could have a impact in journal entries with other currencies such

I have found many entries related to this same topic, but no “simple” solution.  Depending on type of sale (which is based on the customer), I need a different COGS account than the standard one on the Item. I’ve looked at using Reason Codes, looked at the Order Types, Posting Classes.. none of these appear to have a way of controlling the COGS account.  There is only the COGS on the Posting Class or Item.  But we need to sell the item in different scenarios and need a different COGS account (we can control the sales account but not cogs).  Any ideas besides customizations, GI’s to give data for users to generate GL entries to reclass…?Thank you! 

I am looking to have the option to bring invoices in through AP Document recognition and have one line on the detail instead of multiple lines.  Can someone help me with this?

Hello, There is an issue with several older fixed asset transactions that are in Unposted status, and I’m curious if anyone knows why they are unposted and how to get them to post.  Also, there is another one that is in balanced status and returns the following error when trying to release:  Any tips or advice is greatly appreciated!

We have missed some months for revaluation and had done some mistakes when revaluating some months from April 2025 to Current. Now we want to do the revalaution again from April 2025( Financial Period 01 - 2025) to November 2025.Can we do the revaluation again from April 2025 to Current?Would that override that the past revaluations and the correct data from new revaluations to the system?If we are doing the revalutions can we use the exchange rates for those specific months when running the revaluation or do we have to use the echange rate as of now ? ( November 2025)we want to this for AP/AR & GL. Can this be done ?

I prepared statements for the date of 10/31/2025 and successfully sent those statements, however Acumatica is still showing the “Last Statement Date” of 4/30/2025. Why is this date not showing as 10/31/2025 since that was in fact the most recent date statements were generated?

I want to get the payments details of a specific customer reagarding the payments he did for this year from Jan 2025 to Current and the invoice details that were set off thorugh those payments.It can be a report or anything.Thank you

We have a few prepayments stuck in “Pending Processing.” They can’t be voided or validated.I’ve already tried disabling the “Enable Integrated CC Processing” box and then attempting to void, but no luck.We’re on Acumatica 24R1, so official support won’t assist. Furthermore, the transactions originated in Authorize.net, and the Acumatica team says they no longer support auth.net. Has anyone found a way to void or clear these transactions?Hopefully once we upgrade in a couple of months, Acumatica support will be more flexible — but I need to get these cleaned up in the meantime.Thanks in advance! Error when trying to validate: 

Hello all,The native Trial Balance Summary report (GL632000.rpx) does not have the options to show all the GL account. The option ‘Suppress Zero Balances’ does address the requirement. Has anyone developed a generic inquiry or report that has options that meets the requirements below?Include ALL Accounts (Including Zero-Balance)This is considered the best practice for completeness, auditing, and data consistency.Audit & Review: It confirms that an account should be zero and hasn't been omitted by mistake. Seeing a "zero" is different from not seeing the account at all. Data Consistency: When exporting trial balances to Excel or other software for consolidation or period-over-period comparison, having a consistent list of all accounts (a standard "chart of accounts" template) is critical. It ensures that rows align correctly for f

Hello -Has anyone had experience changing an origination value for a Fixed Asset after it has been in service for months? We have an asset that was entered with the wrong origination value and need to be changed, but has also already been depreciating. What would be the best way to go about changing this? Thanks

Hi, I created a new tax zone for specific location. All seems to be ok except orders are showing error message -Tax not up to date and tax is not calculating. Rate is not transfering to order section under TAXES, even though each tax is properly configured with proper %. It happens to exempt and taxable customers. items are set up as taxable. Any ideas? 

Has anyone encounter this issue before? We are using EasyPost as the connector and the shipment is going international. I cant seem to find the fix spot.