Financials

Hi SirNot sure if anyone know how to create the approval flow in the Expenses Claim?It would be good if you can give me a guide/step to create the approval flow.Reefe to below, there is not able to “ add” in the approval details. 

Hi,A client of our, accidentally create a Void Payment (in receipts and application) and released against a receipt payment.Is there any way to ‘unvoid’ the void payment? Or anyone encountered this situation and has a solution?

Good day all, We are trying to print an invoice from the invoices/memos screen but it comes out blank. but it is not always doing it. What can be the problem 

I’m not sure where to start troubleshooting this. Our system is set up so that when a shipment is confirmed an invoice is automatically created and released. But I am finding that a lot of the invoices are being put on a credit hold because (and this is an assumption) the invoices have different totals than the sales orders.We do have a big tax customization that may be the cause of this but I’m not sure where to dig to confirm or deny that.When I look into the DAC for the tax total field on the invoice and sales order it seems that the infromation is coming from the same place Sales Order element properties: DAC for SOOrder and CuryTaxTotal field Invoice element properties:  DAC for ARInvoice and CuryTaxTotal field This is as deep as my knowledge goes for troubleshooting this and was wondering if someone could give me my next steps? I’m not familiar with Business Logic and was thinking maybe that was the next step.

The Financial user has access to user role Financial Supervisor. This allow the user to post transaction to closed periods.  This however does not apply to closed Project and Project Task, i.e. Project Task with a closed status.Is it possible to allow a super user access to post to closed projects?The error when a Journal transaction to a closed period that is allocated to a project & project task as follow:“An error occurred during processing of the field Project value 4102 PM Error: You have no permission to use project tasks with the Completed, Canceled, or In Planning status for data entry. “

Trying to release an invoice and it keeps firing back the same error. We checked stock and all and cannot seem to find the root of the issue. Any assistance would be great! 

Hello,Payments off our website are processed by Woo Commerce, and they take a fee!Its like 1.75% + $0.30 How do I add that fee to the SO or invoice? 

Dear All,The Withholding Tax transaction update the financial year at the time of applied Bill and Payment. Is it the setting which we can adjust somewhere?I have a Bill applied Withholding Tax as image. At the time this Bill was released, Withholding Tax doesnt update the financial period yetThe transaction of Withholding was created at the time of applied to payment.Due to the law, the Withholding Tax transaction should be record to financial period at the time of the bill, instead of the applied period.Is it the setting which we can adjust somewhere?Thanks in advance,Yên Chi

Hi! Is there a way to restrict payment methods between companies? Where users who only has access to one company can only use the payment method created for that company? Thanks!

Do we have function that can release all payment received from different customers? 

BackgroundThe Customer Statement only prints adjustments if the customer’s statement type is Balance Brought Forward. The ARStatementAdjust table is not populated if the customer’s statement type is Open Item.Business CaseCustomers with statement type of Open Item have requested their (monthly) statements to include lines that show adjusting document(s) which explain the difference between Orig. Amount and Balance statement-columns.   Note: We are aware of AR Balance by Customer that can show these details.QuestionsIs there an easy customization to make to populate the ARStatementAdjust table for statement type Open Item? Has anyone modified the Customer Statement report to use other AR adjust tables? If so, how did you handle ARStatementAdjust fields that drive critical calculations in the Customer Statement report, that do not exist in the other adjust tables? Are there any other options?Thanks,Dan

We are getting this type of error on almost everything that needs to be processed. Users try for many times receiving the same error and eventually it goes thru and process. Sometimes it processes right away sometimes it takes several tries. Any idea what can be casing this behavior?Sample screenshot:   

HiIs there anyone know how to add in a new Tax ID?Currently , we need one more new Tax ID , not sure where can we add in ? Is there any effect that we add in one more Tax ID?Thank you 

Hello! We are just starting to use the Advance SO Invoices for our Sales Orders and we are coming to an impasse when we go to release these SO Invoices. Receiving the error message “Object reference not set to an instance of an object” and we are unsure how to proceed.When I view the trace I see this error:Does anyone know how to get around this error?Thank you!

I am using multi base currency and it enforce restrict visibility to specific companies or group of companies, Is it possible to create a supplier or customer without this restriction being enforced. I extended the companies on the tenant as customer and vendors and the system does not force this restrict visibility rather it create a tab for balances with multiple currencies. Standard Vendor Extended Company as Vendor, the restrict visibility no longer has the asterisk  

Hi all,We have some timing issues in some European countries where we need to report VAT and Acumatica is using the Invoice date to make the reports, so we end up “sending” some late invoices to the next period. We are wondering if we can configure Acumatica to prepare Tax Reports based on the Invoice Posting Period instead of Doc Date?Thank you,a.

Hi, we are trying to delete a Tax Zone but encountering an error that it is related to a tax transaction that I cannot seem to find. Is there a way to deactivate it instead? Thank you so much in advance. tax 

Hello,The cost statistics within our Stock Items and Item Warehouse Details are not updating at all.  We are on average cost.  Receiving/adjusting/selling/Recalculate Inventory/Update Standard Costs don’t have any impact on the statistics. I can look at our valuation reports and work out what the average cost of something is, but where is this value actually stored?  Can I get it on a report or inquiry anywhere?Additionally, we allow our inventory to be sold negative, but when that happens, it uses this “Last Cost” field.  Problem is, this thing looks like it was only populated from our initial imports into Acumatica and hasn’t updated since (and many part #s have $0 for the Last Cost).We’re on an older version of Acumatica, but I’ve been testing our environment on 2024 R1, and it doesn’t seem like this works there either.Any help is much appreciated!  

Is anyone aware of any integrations that Acumatica has done with Spiceworks? 

I am trying to figure out a following scenario for Fixed Assets using DV as Depreciation method.I have Assets With Following details:When I perform the First depreciation it has posted negative value which has essentially increased the net asset value from its last depreciation amount before migration.Is this Normal to have a negative value posted to the depreciation ?Please also note the client has currently amended from AUS financial year to US financial year.           True 1 10 141.43 01/07/2020 01/07/2020

Is there a way to limit line items on an expense claim without customisation?

What is best practice on how Acumatica Recover Intercompany Costs on ProjectsWe have multiple companies with multiple currencies.company A company B company CWe create a project (project A) for a customer in company AResources from company B attend to work on project AResources from company C attend to work on project A Each Company/Branch will be extended as a customer and vendor.The Generate intercompany Sales process will be used. In company A – AR Invoice to company B for the employee time spend &In company A – AR Invoice to company C for the employee time spend Creating the AR Invoice will be a manual process / we can create an import scenario based on employee timecard entries that has not updated the Project.We do not want to create a loan account between the companies.

Hi, I have active currencies (other than the base currency) in a system that are not ticked to “use for accounting”. They cannot therefore be used in Customers or suppliers. The currency record option is not greyed out, but it will not allow the option to be ticked (no error just won’t hold the tick). The currencies have not been used and even if I create a new currency record the option use for accounting option cannot be turned on. Have I missed something?

Hi everyone,I’m new to Acumatica and trying to understand how the system manages invoices that exceed their expected amounts. Specifically:Is there a way for Acumatica to flag or stop an invoice if it exceeds a pre-set threshold or budget? Are there any settings or workflows I need to enable to make this happen?I’d really appreciate any guidance or tips on where to look in the system. Thanks in advance for your help!Best regards,Ray Tussing

Dear Acumatica Community,I am a new to using Acumatica and I am currently in the process of tallying Customer Balances. I came upon one customer showing value/amount under Unreleased Balance and Open Orders Balance. May I ask if anyone can help me out where can I possibly check/verify these amounts. Or where they originated? I attached the screenshot. Thank you in advance.