General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, Deferred Revenue, Taxes, Currency Management
- 1,478 Topics
- 4,904 Replies
Hi,Im trying to create a purchase receipt for a stock item that is in the ‘no purchase’ status but system is giving me an error that you cant create receipt for item with no purchase status.Any way i can do it? we still need a receipt for it since at the time of creating the PO it was still a purchase item.
Can any one tell me how to Reprint Checks in Acumatica? I prepared my payments and processed, but an error came up...not sure what the error said, it was only up for a sec. So I hit the process button again. So now the invoices are showing closed and I have not checks. 😔
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?
Our users (but not administrators) are experiencing the following.They run the profit and loss statement (we have various formats but this problem occurs in all, also standard Acumatica P&L report) They try to drill down on a figure They all get the same error - Error: You have insufficient rights to access the object (CS600000).The screen that the error is referencing is not related to financials at all, it is a configuration screen. Any ideas what access is required for this drill down to work?Edited to add - my apologies, the screen that it is trying to reference is this one: However this is not in the Finance Workspace of Access Rights by Screen. How do I find it?
The current Calculate Commissions process ONLY computes commissions for salespersons. No financial transactions are generated from the Calculate Commissions process. I’m suggesting an enhanced process that would debit Sales Commission Expense into an expense account associated with the salesperson and a balancing credit to a Sales Commission Payable Liability account. There are other Ideas in the Acumatica Community that request posting commissions into an Accounts Payable vendor and I support those ideas as well. Credit A/P - Debit Commission Expense. Currently the reporting for Sales Commissions is inadequate. The report of commissions by salesperson does not list the customer, invoices, or amounts that comprise those totals. The Commission Details inquiry does not list the Salesperson responsible for the sale. It is a challenge to get a GI that provides all the information a controller would need to make financial entries into the general ledger and get the salespersons paid.
Hello thereWe are an importer of goods and often use sea shipments from the Far East, which means we are invoiced in full by the supplier when the goods are handed over to the agent at the port (say month 1) and then the goods can take up to 9 weeks to arrive and then they are booked in (say month 3).With previous software I have had two date fields, one the posting date which is when the entry arrives in the accounts and two the document date which is the date of the suppiers invoice. This way the invoice would be entered as the same date as the receipt of goods but the aging could be arranged by document date. All very helpful. Acumatica has only one date field avaiable for a purchase invoice and I am not sure what to do for the best. I know we could probably use Goods in Transit booking which is technically the correct way but we prefer not to as we are such a small company and would prefer one entry instead of two. (booking goods in and then transferring them once they arrive)….Doe
Hello,I am in the process of setting up several new companies for demos. We would like to set up an undeposited clearing account for AR payments. I am not clear on how this works in Acumatica. I found documentation on how to set up the accounts, but what is the actual processing to resolve the undeposited funds account?1.How are the funds moved out of the undeposited funds and where to? 2. Is it before or after the bank reconciliation? 3. How are check batches deposited? 4. Which account is actually reconciled with the bank reconciliation? Please help me get a clear picture of this process. Thank you,Barbie Jeter
Hi,In the invoices form (SO3030PL) always system picks the sales account which is mentioned in the stock Item if a stock item is available in the invoice. Even though we change to pick the ledger account from posting class or warehouse by posting class, it always pick the account from the stock item.Is it possible to change this to pick the sales account from warehouse or posting class ? Thanks
Hello Everyone, As I am a newbie to the Fixed Asset module...i did a big BUBU...I uploaded a list of fixed assets but later was told that that is not the final list, so how can I erase the first uploaded list? or should I just override the existing list, is this possible? Thank you! Kind regards,mrivera67
I am looking to expand my profit and loss statement to include details for each of the expense accounts. I currently have my expenses grouped together and I am not sure how to show them all separately. For example, the salaries I have 10 g/l accounts for and everything is grouped together as salaries…. Does anyone have experience in customizing the P/L? Thank you! I appreciate any feedback!
Im having an issue enabling the AP document recognition service. It is an active license. But when I go to enable the license, I get an error that says: the feature cannot be enabled because the current license doesn't include the support of cloud services - Any suggestions??Thanks!
Hi everyone,We’re new to Acumatica and looking to implement an AP workflow that incorporates entering a vendor invoice and saving without posting to the GL i.e. we may need to edit the transaction lines prior to posting. We also need the process not to restrict us closing a period.Would the settings need to be following? Thanks and much appreciated
I am trying to import my initial balances, I have imported a Trial Balance but when I release it, it shows me entirely different numbers in some accounts and will not let me edit anything. The Journal Transaction that is created is out of balance and there’s nothing that I see that I can do to get my initial balances in the system.This is my import spreadsheet:
Hi guys, I have a GI listed ending balance for current assets and current liabilities accounts by period. To create a dashboard KPI weights based on this GI, I need to create a filter for current month. Is there a way to define that “FinPeriodID = Current Period” ? Or is there a way to convert FinPeriodID to Month or Date? Because I know I can do a formula on filter for Month and Date, but not Period. :(
Hi,I need to calculate VAT amount not on the full balance of the document. Related to AR Invoice, once the invoice created advance will be deducted from the invoice. I need to calculate VAT on the balance amount after applying the prepayment to the invoice. Example.The Progress Bill (AR Invoice) - 1000 $Prepayment deducted -200$Balance Receivable -800$ In the system it does calculate VAT on 1000$. I need to calculate VAT on 800$. How is this possible in the system . Thank you,Dulanjana
Does Acumatica allow for singular invoices per Shipment? When I attempt to process shipments, the step of creating invoices based upon a shipment, consolidates all shipments that are confirmed for a customer (different shipment numbers and different order numbers) into one single invoice. How do I avoid this? Below you can see where the system is creating one large invoice for customer TEST90, although it covers 4 different shipments and 4 different orders. I would need the system to create one invoice per shipment.
Hello! A client just upgraded to 21 R1 from 20 R1, and it seems there is a slight process change that I’m looking for insight on how best to handle in the new version.Previously the client would Prepare Invoice and then on the Process Invoices and Memos screen, they would click Create and Capture, then Email Invoice, then Release. In this new version, the invoice does not show on the create and capture process list because it’s pending email first and not in balanced status. They like to create and capture prior to emailing because their form marks the invoice as paid. Also, they do not want to release prior to emailing the invoice and have the setting specified to not allow release until email.So, they are now stuck with how best to work through the steps in this new version. Anyone have any thoughts on how to handle?
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