General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, Deferred Revenue, Taxes, Currency Management
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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
We are receiving the error below when trying to Release invoices on the Process Invoices/Memo screen. We’ve tried processing these invoices individually and using Process All and receive the same error. I do not see anything that stands out on the invoices that would be preventing us from releasing these invoices. Any ideas on this error? Screen: Error:
Some financial reports in Acumatica use the COA order value in the chart of account for sorting. One of this is the Trial balance summary and detail reports. Do you know where I can modify it? I have Expenses and Revenue accounts with COA Order 3 so revenue accounts print after expenses. This because having the same COA order and Expense alphabetically before Revenue.
The way credit terms with a cash dicsount works in Acumatica is that if customer pays within the fixed amount of days set they get a cash discount when a payment is enetred.Is there a way that if they pay with a specific payment method (in my example CC) that the cash discount should not apply?I know i can manually override the ‘cash discount taken’ field on the item line to 0, but im looking to see if there is a way in Acumatica to have it done automatically.
Hello Acumatica Community, Looking for some help building a generic inquiry that will track all customer discrepancies. Basically, I want to group a report together by customer that will list out all the customers who have a value in the discrepancy field on the Customer Details screen. As you notice, Acumatica only displays this by clicking into each customer, looking for a list of all customers with discrepancies. Here is my issue… The Balance Discrepancy is being displayed by a “Filter” table which as far as I know cannot be used on a GI. My second thought was to use the detail of the report to calculate the discrepancy. The Balance Discrepancy is calculated by the following formula; Balance by Document - Current Balance. The problem with this is that since I can’t use the “Filter” table to pull directly into my GI I need to calculate the Balance by Document and Current Balance before I can create the discrepancy formula. The problem is that the Current Balance calculation inclu
I have an AR Credit Memo stuck in a reserved status. It was initially created to process a refund but another AR credit memo was created in its place. The refund was processed and attached to the replacement CM and those two documents are closed.The AR Credit Memo is not applied to anything and all options on the actions, inquiries, and reports menus are grayed out. It is a part of a batch that was posted to the GL which makes me believe that the document was released before it was reserved. Any ideas on how to get this document out of reserved status? Our end goal is to delete it or close it out with a debit memo.
Is it possible to post a vendor payment to the Undeposited Funds GL? We use PayPal for both incoming customer payments and a few vendor subscriptions. PayPal includes both of these transaction types in our daily deposits, but we are not able to match our deposit records with PayPal’s activity because the vendor payments are not available in Undeposited Funds as we create our deposits. They would post to the Undeposited Funds GL similar to a customer refund. Thank you in advance.
Hi Team, I have a query on “Chart of Accounts”. If we have a Two companies in a single tenant but we should have two different sets of Chart of accounts for each company. Can we able to do that or can we create Chart of Accounts specific to each company.Awaiting for your valuable comments. Thanks,Nithya
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
Anybody has a script that develops opening closing balance for balance sheet accounts. I have developed a script based on SQL MAX function but this only gives a latest closing balance. I need a script that allows a range for a Power Bi report.I have seen in Report Designer that for the Trial Balance it pulls from a field called “AHLast” but have no idea where this comes from
We have recently been getting this error, "Type mismatch in the expression: '-'.", when a calculation in a column attempts to subtract one column from another, i.e.: =B-C. Both columns B and C are GL column types. The formula =B+C works but the formula =B-C does not.Has anyone encountered this error before?
Does anyone know of a Crypto currency provider for Acumatica? I know that currently out of the box, we would just need to set up a payment type and accept it as cash, but is there another option?Our client is ok with that, however, I know more will be looking in the future for it.
Hello there How does Acumatica allow me to for instance pay a USD invoice on the system with a bank entry in a different currency say GBP and have both the bank entry correct and the allocation against the Purchase invoice correct as well So for example : you have a USD purchase invoice of USD1000 and you pay this amount but through your GBP baml account and the exchange rate on the payment was 2/1 and so the GBP bank entry should be GBP500. I would expect to be able to make the payment entry as USD1000 and fix the exchange rate at 2/1 and for the bank entry therefore to fall out as GBP500 to match the bank entry. We will have this happen quite a lot as we have an employee who pays invoices in many currencies on our behalf and the PO and the Vendor invoice is entered in the originating currency but the bank entry paying this employee back will be in another currency so it could be A: Vendor Invoice RMBB:Vendor Invoice EuroC: Vendor Invoice GBP We need to clear these entries and allocat
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