Financials

To properly account for payroll related expense, we would like to:Account for non-project (non-billable) labor in 3 distinct buckets Indirect Labor (Overhead): Supervision, Maintenance, Engineering  Direct labor (direct employees nonbillable hours) (not Labor COGs) SG&A labor Differentiate straight time, premium time, vacation time, and holiday timeIt would look something like this.  Reg Time OT Holiday Vacation Bonus Benefits Work Comp Project/ Billable Direct 61010 61020 62800 62710 61030 62110 62400 52000 Indirect 61040 61050 62800 62710 61060 62110 62410 52000 SGA 71010 71040 72810 72710 71030 72110 72410 52000

Hi, I have a requirement to record expenses for a customer contract. I see in AR invoices, there is a field to enter the contract for revenue, but in AP Bills I cant find the contract ID. Is there anyway that we can enable entering contract ID in AP bills or any other transactions similar to entering the project ID?Thank you,Dulanjana

Is it possible to add a 13th finical period after you are set up and using 12?Is this documented somewhere ?

How do you get a Vendor bill to connect to Avalara so that use tax will calculated?

Is it possible to Block creating and editing transactions of cash accounts (bank accounts) once the reconciliation is done?Currently users can post transactions into reconciled months.Your insights are highly appreciated. Thanks in advance…   

Is anyone using any of these FP&A packages, and do you have integrations with Acumatica?   Jirav, Mosaic, Amacum, Vareto

Hi,Is there a way for me to set us fixed asset approval flow in the system? Currently there is no approval in that I can assign approval map in Fixed Asset Preferences. If I would like to set up approval map in General Ledger for Fixed Asset Depreciation, is there a way to set up in the system? Or it can only be done through customization? Thank you. Regards,Chern 

For some time now the bills and adjustments screen is taking a long time to load. It takes around 8 - 10 seconds. We have 31k records on there. What can we do to improve this load time?

We have 4 budgets each year.  Original, F1, F2 and F3.  For example, in April we create a F1 budget  to enter actual results for Jan - Mar, and then adjust April - December for current forecasting. The problem is we have to open all the closed Financial Periods to get the revised budget amounts to import.    Is there a work-around?   

We are being tasked to create a Purchase Order for Landed Costs.  The customer has to call in subcontractor to use a crane.  They would like to able to track those costs to the items them are pulling off the truck and would like to make sure that the subcontractor is following the PO

Hello! Does anyone know what is causing this error while trying to release an invoice? The system only has one currency set up which is USD; all chart of accounts has USD listed as currency; the ACTUAL ledger also has USD listed as currency. Am I missing anywhere to check for this?  

Hello,I am trying to add a sub account 15-0000 as the Main Branch in ANT3 and this is the error message I get. Where do we set up the branch of the subaccount to fix the error?  Hoping the acumatica community can help?      

Hi, I am building a report for my client. They want to see the AR aging based on invoice date, not due date. For example, the current column shows invoices created during the past 30 days; 1-31 Days column shows invoices created during the past 31-60 days. I copied the standard AR Aging report and edited formulas on it. I used Iif(CDec( DateDiff( 'd', [ARInvoice.DocDate], Today()) )<61 AND CDec( DateDiff( 'd', [ARInvoice.DocDate], Today()) )>30,iif([ARInvoice.DocType]='CRM',-1*[ARInvoice.DocBal],[ARInvoice.DocBal]),0). It works for details. However, when it comes to totals, I used =sum(Iif(CDec( DateDiff( 'd', [ARInvoice.DocDate], Today()) )<61 AND CDec( DateDiff( 'd', [ARInvoice.DocDate], Today()) )>30,iif([ARInvoice.DocType]='CRM',-1*[ARInvoice.DocBal],[ARInvoice.DocBal]),0)). This sum function only works for invoices don’t have credit memos/partial payments applied. When there is document applied to the invoice, the total doubled (for1 document applied invoice) or trippl

Hello,We are currently using the Send email function and selecting a notification template to build out the email body and file attachment. The body and to/cc from the notification template are working correctly just not attaching the invoice.Notification template:Email activity: no file attachment Thank you,KT

When setting up a 1099 Vendor where do I put the D/B/A info to correctly print on a 1099 form? Thanks!!

We have setup an AWS server per Acumatica’s Instructions, we have our sales Demo installed and working.   Now we are trying to connect velixo to the salesdemo data and recieving this error.  What changes do we need to make to get this working?See Attached picture.

Hi!Does anyone know the easiest way to check if a bank is compatible with Plaid prior to setting up bank feeds?  Thanks!

What does this AM Error mean? I am receiving it with trying to release receivables transactions in Acumatica.

Hi, For the AR Aging report, there is an option in the Statement Cycles screen shown below that allows this report to display by Financial Period. Is there a way for this same setup to be used for the AP Aging report? If not, is there another way this can be implemented in the system, or would it need to be done via a customisation. Kind regards,Andrew 

There are new regulations for determining 1099 filing, etc for 2024. I was wondering how Acumatica is working to accomodate these changes.

Dear ALL,Is it possible to transfer Customer A's debt to Customer B's debt in Acumatica? Best Regards,NNT 

Hi, I need to restrict access of editing invoices in SO303000 form which were in open status. It means they were already released invoices. But still, users can edit the data in the line level in “details” tab.Thank you 

I realyl appreciate for any explanation in detail for this question. May i know what is the main function of the branch that we select on summary when doing data entry for Journal Transactions, where it will affect ? on the report part ? the rest i know like approval it may go the workgoup which assign to that branch, but for other purposes of selecting branch ? my concern was on reporting part. if anybody can explain in detail on other part also i appreciated very much.I mean as per below screenshot, Branch section . 

Hi,I would like to ask for some insight on this API request error, if there is any available work around or fix. Create Bill causes error Subaccount cannot be empty. Inserting  'AP Transactions' record raised at least one error. Please review the errors. Customization: noneversion 23R1endpoint: Default/18.200.001{    "message": "An error has occurred.",    "exceptionMessage": "Bill.Details[0].Account: Account is inactive.\nBill.Details[0].Subaccount: 'Subaccount' cannot be empty.\nInserting  'AP Transactions' record raised at least one error. Please review the errors.",    "exceptionType": "PX.Api.ContractBased.OutcomeEntityHasErrorsException",    "stackTrace": "   at PX.Api.ContractBased.EntityService.GetOperationResult(EntityImpl entity, EntityExportContextBuilder entityExportContextBuilder, PXSYTable exportedKeys, PXOuterException contextError, Boolean throwOnError, Boolean addCancelCommand) in C:\\build\\code_repo\\NetTools\\PX.Api.ContractBased\\EntityService.cs:line 724\r\n   at

Good day CommunityMy client wants to change the rate of depreciation from 1 year ago, so I need to reverse the depreciation for the entire year and recalculate it. There are about 250 assets, so unless absolutely necessary, I don’t want to have to reverse and recapture them all.I also know I can reverse the batches one by one by copying them and making the depreciation a minus in each batch, but that will also take forever.I can’t see a way to use an import scenario to reverse each month, but maybe one of you has some ideas? I especially appealing to you, Laura02 as you’ve been so helpful on Fixed Assets in the past.Many thanks