Financials

Has anyone had experience in adding a discount on an invoice when using Avatax to calculate taxes?  We are testing and the discount is showing in Acumatica but it is not passing to Avatax.Has someone been successful in using discounts?Thanks

Hi Acumatica Community, I have a COGS versus revenue gl/subaccount problem.We want to have one branch. Think of our finished good product mix as follows:We sell road bikes (some battery powered) with a various set of product lines. We sell off-road bikes (some battery powered) with a various set of product lines. Many of the component parts and some of the finished goods are interchangeable for the road bikes and the off-road bikes and we have them all in one warehouse.Of course we would like to measure COGS versus revenue.We have decided to have our order entry staff select a customer location which will then identify the subaccount for revenue associated with the product line.From an inventory posting class perspective, we are not sure how to set-up the posting class so that for a given sales order line, the inventory transactions and the light manufacturing are associated with the same subaccount.Thanks, Patrick

HelloWhat operation should be created to reflect the following:- I have a prepayment for 200- The employee deposited the refund for 250.- I can create a vendor refund for 200How can I register the balance of 50?

Hello all,I have a list of bills that have been imported into migration mode, as I dont want the GL to be impacted upon release of bills but I want the payments to be recorded against these bills and that the payments should be impacted in the ledger. How to do so? Thanks.

Hello all,I have been trying to import or create first AP bill with a negative balance in MIGRATION mode. But when I try to either import or try to create manually, it triggers the following error: What are all my options to get this done?

Is an item number required for all Deferred Revenue?  We are testing using the Deferral Codes on intercompany rent AR invoice where we are billing the next month’s rent in the current month, but ACM is requiring an item number for that.  We would prefer that we just be able to enter the Revenue Account we want it to go to without having to create an item number for it.  Is that possible?

Good afternoon,If I were to cancel an item on the order or zero it out to update the order total...is there a way to have the “Applied to Order” on the Payments tab auto update to the new unpaid balance or order total without manually having to adjust?  Thus creating a “Balance” as well on the payment tab.

Hello!I am required to identify Whether the Invoice has been Reversed from the Invoice itself. The created Credit Memo has the connection saying that this is based on the Invoice but there is no visible information from the Invoice mentioning that this has been reversed. Is there any way that I can take this information from?Amanda 

I am trying to Update the below columns using Import scenario. Unable to find the correct mapping.  

AP Doc Rec...incoming document recognized...non-inventory lines added to the detail with only a line description and an Ext Cost...upon “Save and Continue” the detail lines do not carry over to the bill and have to be reentered.Question...should the detail lines be carrying over? Am I missing something required in the lines?

How to prepare Generic Inquiry Cash Flow Statement by Month?

-I am trying to do as the book guild and video. I am testing it many times but it still the same error. why in the video and book, it shows can import. Please advise why I am can't do. -If all of have the excel file sample about AR, Customer, Vendor that can import successful in system May I, have it? because I have customers that need to import excel file to show them for demo in the next week. Thanks so much

Please kindly advise about error case. Thanks so much 

Hi there,Does anyone know if Acumatica is utilized in Norway?and/orIs the Acumatica product compliant with Norwegian taxation requirements ?Thanks

I had set up a lot of approval Map but when I had deleted that I had create error. Then it has become loss of set up data. Please advise about this error. Thanks so much 

Hi! Would anyone know why a CO that was recorded/approved in the correct month would not show on the Project WIP with date range report for that timeframe? The task, CO, and approval of said CO was entered December 2024. Another was entered Jan 2025 but both only show in January and nothing in December. Thanks!

I am relatively new to Acumatica, having worked with several other ERP systems before. As I explore the system and familiarize myself with its capabilities, I have come across certain areas where enhancements could further elevate the user experience. While Acumatica continues to evolve and improve, addressing these aspects would make it even more robust and user-friendly.1. Return Items After Purchase ReceiptOne area that could benefit from improvement is the process of returning items upon receipt. Currently, the system does not allow clearing the GR/IR (Goods Receipt/Invoice Receipt) account directly when returning items. Instead, users must create an AP Bill and apply a Debit Adjustment, which adds additional steps to the process. A more streamlined approach would enhance efficiency and align better with standard best practices.2. On-Account Payments in Customer ReceiptsWhen receiving customer payments, there is no direct option to apply an on-account payment if one already exists.

I had found the approval map on source document, but I am hard to read it. May you please know the course Name or Book? Ex. F100 Basic Finacial. Thanks so much in advance.  

Hello,I am looking for clarity on the Process Bank Transactions > Match to Expense Receipts workflowSubmit (but not claim) expense receipts.  Import bank transactions Process Bank Transactions > Auto-Match System found a match Process Bank Transactions > Process Nothing happened to the matched expense receipt. Ie. Same status and not claimedIs this how it is supposed to work? Do I need to manually claim the expense receipt?

We run a few automated process overnight, confirm shipments, prepare invoices, release invoices.Occasionally there are errors in this process, where a shipment or invoice is held back from being processed for some reason.Is there a way to set up within Acumatica, where these error message are emailed to a specified email address?This is to with the aim to be more efficient, rather than going into that process, to see if there are any errors.Thanks,

Hi,We’ve recently adopted Acumatica for our business and currently in the implementation phase.I am trying to add the PO owner who is ultimately the purchase invoice approver to the Invoices and Adjustments GI but am failing miserably on the relations from adding data tables. I’ve added employees, users, and EPApproval, but either get random approvers, blank, or invoices duplicating.Ultimately, I am trying to create a widget on a dashboard so our PM’s can see that they have an invoice to approve.Any ideas?Thanks!

 Hello!I’ve been trying my own to figure this out but couldn’tI saw there is two ways for doing this, one is creating a unit set and the other one, that I prefer, is create a column set.As you can see I was able to create two columns but I can’t call the branch I want, instead, the two of them are called together printing the same calc in two different columns.Can you help me? I need to enter a value somewhere to get the branches separatelyThis is my column set Thank you!

Hi,I customized a ARM Balance Sheet Report to reflect 6 different branches at a time. What formula can I use in each column to pull the branch name automatically versus having to input manually for each colums? Here is a snapshot of the column set and highlighted fields.   Thanks,Frances   

Hi All,Our company is currently in the implementation phase and go live with Acumatica in the next couple of weeks.We are a UK based construction company and have been back and forth with the implementation team to see what we can do with applying retentions to invoices rather than creating a separate retention invoice.I’ve seen on here, about a year ago, that a development request had been submitted but unsure if there is an update or solution?As a construction company, we do not request our subcontractors to send a separate release of retention invoice at the end of a project, nor do we send one to our clients; they are combined on the last invoice at practical completion.The retention module currently acts independently to produce the retention invoices but is there a way to manually override? Not ideal as I believe this will disable the retention module along with us not being able to use the AIA report.We have noticed that the PO determines how many item lines can be processed for

Scenario: Issuing a Bill with a 5-Step Approval Flow A company, prepare bill to customer and needs approval before processing the payment.🔹 Approval Steps:1️⃣ Step 1: Accountant Review – Checks bill details and submits for approval.2️⃣ Step 2: Finance Manager Approval – Verifies bill accuracy and compliance.3️⃣ Step 3: Department Head Approval – Confirms budget availability.4️⃣ Step 4: General Manager Approval – Ensures approval for major expenses.5️⃣ Step 5: CEO Final Approval – Authorizes high-value payments before processing. Thanks in Advance