Financials

We have a customer who would like the ability to enter Sales Tax information for Customers and Locations in Acumatica, including an uploaded certificate image, and have that same information populated in AvaTax’s Certificate Management database without having to manually enter it. We’re aware of a library of APIs Avalara provides, and we’re wondering if anyone has developed scripts to accomplish this? The overarching goal is to enter the data once rather than having to add the info in both Avalara and Acumatica. The other driving factor is that customer exemption information entered in Avalara is not visible in Acumatica and requires users to log in to Avalara to determine if a customer already has an exemption certificate on file.

Hi All, I have client that created system account emails. How do I add signatures to these account. thxDries

Hello all,How can I setup Acumatica to automatically make a loan entry that has been paid. I came around to run an automation schedule once a month with an import scenario that would create an AP bill of the loan entry for that month.Please share your feedback and suggestions on this.Thanks.

How do we setup discount by Customer Price Class and Item Price Class and Warehouse?Acumatica has discount applicable to customer price class and price class but it only applies when sold from a particular warehouse.

Has anyone successfully found a work around for Acumatica to calculate and apply sales tax on a P.O. based on the vendor location? (NOT use tax). 

Is there a way to have two companies in the same tenant have two GL accounts of the same account number and use sub-accounts to assign for different account numbers?For example, in SWEETLIFE there is GL account 10200 - CASHASSET, and I want to use a sub-account code to assign to “Company Checking Account” and use the same GL account 10200 - CASHASSET for TOADGREEN BUT I want the cash to flow to different sub-accounts which are two different bank accounts.  I know that Acumatica does not allow duplicate GL accounts in the same tenant.  (see screen shot below)  

What is/was the first Acumatica version that supported multiple base currencies for Taxes, Projects and Time Management? 

I recently made a journal entry to adjust beginning balances for a merger and when I ran the balance sheet the format looked off even though I made no changes to the format.  However, since the format looked off I went into the row set to see if I could see why and ended up adding a needed section for long-term liabilities.  However, none of the changes I was making would reflect on the balance sheet when I refreshed it.  And now I’m getting the following error and am unable to access the balance sheet at all.Any ideas?

Thank you for reviewing my question.  Our customer would like to export Purchase Orders, Sales Orders, Invoices, etc. directly to MS Word instead of PDF.  Has anyone been successful in doing this? Thank you in advance, Amy

Hello!Could you help me with explaining how I can add a new non-stock expense item to an expense claim? We need to claim repairs and maintenance expenses. I can change the expense account, but in the list of items, I couldn’t see "repairs & maintenance." I would appreciate your help. Thank you.

Hi,I create an audit task but seem not able to check the “active” box. Do anybody know the reason?Thank you.Raymond 

Hello, We are trying to reprint the invoice from the Print Invoices and Memo screen that was already run through an automation schedule. Is there a way we can do the reprint, there is a mix of invoices some has printed checked and some has don’t print checked. Is there a way to unchek the printed check box?Thanks,

Hi allI would like to print the GL Register detail report filtering by account number. When I tried, I filtered in the GLTran table but it only shows one line of the journal transaction.What I need is that the report shows the journal with all its lines if the policy contains the filtered account.Have you done something similar?Thank you.

Hi All,Where can I pull a report or something to see audit history? I need to see when users were added and removed, those types of activities. The auditors need this info 

Hi,What does it mean when an vendor bill status is show as “Balanced”? Have the transaction been posted to the General Ledger?Thank you.Raymond

I'm encountering an error when trying to release the correction invoice in Acumatica. The system displays the following message: "The invoice cannot be canceled because it has the credit memo applied. Reverse the credit memo application before you cancel the invoice."The Credit memo is in Status close and only option on the credit memo is the following: I’m currently at a lost and because of this error we can’t release the new invoice because the above error keepings on popping up. This is also preventing us from closing the period as it still need us to release the new invoice. Want should we do I need urgent assistance on this. Thanks 

Build 23.212.0024A number of users are asking why the “Enter PO Receipt” button remains visible on a PO even when all stock item line quantities are covered by existing PO Receipts.Since it isn’t possible to easily see the existing PO Receipts for a PO, users can mistakenly create another PO Receipt. Quantities will be zero on the new (duplicate PO Receipt) but why allow it in the first place from the PO?Thinking there must be a good reason but can’t think of it. Any ideas?The SO workflow, as a comparison (which I would assume to be similar), doesn’t allow you to create shipments when all line quantities are already on shipments so why the difference? Another difference is that shipments created from the “Create Shipment” button on the SO are created and saved automatically whereas PO Receipts aren’t saved until you click the save button.

Hi Team, Is there a way to approve a particular documents in acumatica using email without navigating the approvals screen in acumatica ? Thanks! 

I try to file the 1st sales tax in Acumatica, but it always auto-updated with future tax period while the old period is still open. Ie: I tried to close HST return period  from Mar 01-May 31 2023, but system always give me the HST period for Aug 2023. I tried reset the tax period. It didn’t work. Could you advise how should I do to proceed the May HST report. Thank you.  

Purchase Order not recognizing budget on projectThe account code used is included in the TRAVEL account group and TRAVEL is included in the budget.  When posting a JE, it works fine.  When an attempt is made to enter a Purchase Order, it gives error (error comes before and after Cost Code entry)The PO  error:The budget:Account Group 

If a user needs to reclassfy the expense account of bill, but the original posting period is already closed,then it’s currently not possible to reclassify that in the next open posting period with GL506000. The field posting period is greyed out. The posting date can be changed, it does not lead to a newer posting period though. Is this by design?How can a user correct thiswithout reopening the previous posting period (due to already filed reportings to group companies)? and with keeping up the transparency of reports with / without reclassified transactions?

Hello - We are a US based hotel company, with one of our properties having a Swedish owner. We need to report our financial statements in USD under GAAP, but our owner also would like to view the reports converted to Swedish Krona. Is there a way to convert a report that has a USD balance to another currency, or will we have to create a separate company and run all of the transactions with the currency converter?Thanks!

When recording a bill for inventory purchase, we add sales tax and freight recording directly to expense account. When setting up the system, we talked about how we don’t necessarily have the tax and freight costs at time of receiving product so we set it up this way to add at time of entering the bill.  This is creating a timing issue as we cross over a month end with a significant inventory purchase and the tax/freight skewing margins as they are expensed in month of bill and then customer invoice is following month.  How can we set this up in the system better to avoid this?   

Is there a way to have the ACH file that is created with the ACH Plug in have a branch specific name?  Our client has multiple companies with multiple bank accounts.  When they create the ACH export using the plug in the file is created as ‘ACHmmddyy.txt.  Client would like to know if there is a way to change that so it indicates the branch name also as when they process multiple payments on the same day and download them to their computer they have no way of knowing which bank account they are uploading the file for unless they open it up first.

When trying to login with Acumatica for Bank feeds using PNC bank, the client needs to use a company ID, however on the Bank feeds, there is no option. Has anyone found a way around this or what is the way to login? Thank you in advance!