Financials

Hello Acumatica Community,We currently apply multiple discount codes to a single AR Invoice. These discounts are summed and posted as a single document discount, which is then mapped to one GL discount account.Is there a way to configure Acumatica so that different discount codes on the same AR Invoice can post to different GL accounts instead of being combined into a single discount posting?Any guidance or recommended approach would be appreciated. 

Hello,We refunded the customer, but in Acumatica the refund was voided by mistake (this was not voided on the credit card portal). The customer did receive the refund — the issue is only with the record inside Acumatica.What is the best way to correct this so the system reflects the actual refund?Thank you. 

AI was used to create this Post.In Acumatica ERP, Intercompany Transactions allow you to manage business operations between multiple companies (subsidiaries) within the same Acumatica instance. This feature is essential for organizations with multiple entities that need to transact with each other, such as transferring inventory, sharing expenses, or consolidating financial data.Here’s a detailed guide on how to set up and manage InterCompany Transactions in Acumatica ERP:1. Enable Multi-Company and Intercompany Features Enable Multi-Company Mode: Go to Configuration > Enable/Disable Features. Enable the Multi-Company feature. Enable Intercompany Transactions: In the same Enable/Disable Featu

In all the Sales Profitability Reports there are two flags to choose: Released Transactions Only and Completed Transactions Only.Released Transactions Only is easy to understand as it will display only released invoices or all invoices regardless they are released.My question is about Completed Transactions Only. What does actually mean completed transactions? I thought it was closed invoices but, based on the testing I did, it does not seem it is that.  

Hello! I am working on my cash flow statement to combine all branches to show ending balance through specified periods. I am not able to determine why not all of my branches are pulling into the rows - below are the setting I have currently… some lines are matching I assume to not having activity in other branches or post periods...any thoughts or ideas are welcome! 

We have an issue when a customer account is on Hold or Credit Hold.  We are not able to process and past transactions, new payments, payment applications, AR Credit Memos or AR Debit Memos.Does Acumatica have a setting that would allow the customer to be on Hold or Credit Hold for new sales but not stop activities to already posted sales, new payments, applications of payments? When we process these already posted items we have to remove the customer from Hold or Credit Hold.  Then during this window of time new sales orders can be entered which is what we were trying to restrict by put the customer on Hold or Credit Hold.

Hi Acumatica,Goal: To delete a fixed asset that has transactions released and posted to GLBackground: We accidentally released a fixed asset purchasing transaction, and in the moment, posted the incorrect transaction to the GL, and posted a reversing entry in the GL. Now, when we attempt to delete the fixed asset, Acumatica disallows this. Furthermore, Acumatica disallows the deletion of the purchasing transaction that was created for the asset (and subsequently released and posted to the GL).Please help!Thank you, 

I have one Bill of amount 10,000 (Post Period December) and have a debit adjustment of amount 40 (post period : October) .  Both Bill and Debit adjustment is for the same vendor. Both Bill and Debit Adjustment status is ‘Open’ I went to the Debit Adjustment and clicked ‘Apply’ , this to me to the below screen .I tried to find the Bill , but Bill does not appear .Did I miss something ? or am I not doing it in the correct way ?  

Hi,We can create fund transfers in between different cash accounts and transfer cash from one cash account to another. How can we create a check for these fund transfers to transfer the cash between our current accounts at the bank.  Thanks,Dulanjana  

Hello,We are trying to dispose of an asset as part of Fixed Assets historical migration. Our client is live on other modules, so we imported all the assets successfully, using FA Migration Mode (unclick ‘Update GL’ in FA Preferences).One Asset was purchased in January 2022, depreciated through February 2022 and needs to be disposed of on 2/28/2023. When we try to dispose it, an error appears:  FA Error: The asset cannot be disposed of in past periods.We have tried requiring reconciliation prior to disposal, not requiring reconciliation, depreciating before disposal and not depreciating. We have tried re-opening the period for the disposal, and that made no difference. We are logged into the tenant administrators with full rights in all modules. All transactions for the asset have been released.I am able to successfully dispose assets as of a prior period in my Demo so I do think it’s possible.What have we missed?  Thank you.  

Hi, Is it possible to correct SO Invoice with Stock Item and Open status in Acumatica 2021R2 ? When I click on Correct Invoice system throws an error: SO Error: The invoice cannot be canceled because it contains direct sale lines with stock items. Process a direct return to cancel the direct sale.Thank You.

I wanted to clarify an important point regarding sales pricing and purchase orders in Acumatica.The sales price on a Sales Order is independent of the vendor cost on the Purchase Order. In theory, changing the customer price should not affect the PO. However, when a Sales Order line is linked to a Drop Ship PO, Acumatica locks certain fields—including Unit Price—to maintain document integrity.This means that once the PO is closed, the system prevents editing the Unit Price on the Sales Order, even though the two values are unrelated. While we can adjust the price at the invoice level, this does not update the Sales Order itself, which impacts sales journal reports and historical accuracy.To ensure reporting reflects the correct price, we would need the ability to override the Unit Price on the Sales Order after PO closure. Currently, the workaround is to remove the PO link, apply the price chang

Hii, i want to ask or maybe you can give about your experience and thought about taxes in Acuamtica. I want to find more about module taxes, specially about Tax Adjustment and Tax Bill and Adjustment, because i want to pay may witholding taxes but while i try to use the Taxes “Transactions” it end with the picture i put bellow:I try to use Tax and Bill Adjustments, but the tax zone is empt.I hope you can help me to learn about taxes, please help me to try understand this module or if you have any files like PDF about taxes in Acumatica, it will really helpful. Thank you for your kindness, i really appreciate.

If we have Installment Terms in the Credit Terms for Customers, is there any way to create those Invoices before shipping the Product?Basically, our client has Terms for Customers that require progress/installment Payments including the Invoice before Product is shipped.I am running into two issues. If trying to create a PrePayment, I cannot do that if the Credit Terms have Installments.If I want to use the Installment functionality to create Invoices, I can't do that until the Product is shipped Any ideas on how we can solve this ?Ideally creating Invoices ahead of Shipment and utilizing the native Installment functionality on the Credit Terms. I know both my issues are apparently expected,  but we need to find a good way to have Installment payments done before Shipments.This is very common in the Manufacturing industry / custom machinery

-Version 25 R1-Ms Edge autofill is turned off (e.g. edge://settings/autofill/personalInfo). On the customer master general screen (or on the customer contact screen), when I enter the customer contact phone, I get blocked. Specifically, I select the field by either tabbing or clicking on the field and one of our IT admin phone numbers is displayed, but not entered.I can’t enter a phone number while I have the field selected, thus I am not allowed to enter a phone number. Here it is:  When loading the customers, I did use a generic email address at my first loading for all our customers and this phone number was used with this because I didn’t want testing correspondence to go to customers. Future import scenarios removed this email address and phone number. → I tested with oth

Hello i need help on sales tax. December was inadvertently closed and i need to retrieve the December invoices. They are not showing up in the tax detail report in any other months. I thought they would show in Jan but they are not. We need in order to file taxes. 

When exporting a Generic Inquiry (GI) to Excel, the Debit/Credit column is showing Count in the Excel status bar instead of Sum, even though the values appear numeric. This happens because Excel interprets the exported data as text, not numbers.Details:Acumatica Version: 2025 R1 GI Column Expression:   =Round(IIf([GLTranR.DebitAmt] <> 0, [GLTranR.DebitAmt], -[GLTranR.CreditAmt]), 2) GIDespite using CDec() and numeric formatting, the exported Excel file still treats the column as text. This results in:Excel status bar showing Count only. Long trailing zeros in the values (e.g., 5273651.000000000000000000)Is this behavior expected in 2025 R1? Is there a way

I want to share some tips and tricks for Acumatica Payments that is a part of Acumatica ERP 23r2. How to make the Payment Link look nice in the email notificationAcumatica can send Payment links to customers to pay their invoices. The default notification looks something like this: If you want the payment link to look like a text with a link, you need to do the following:Go to Email Templates and open Invoice Payment Link template   Remove the default ((PayLink.Url)) Click Insert → Link

Hello All, I am curious if anyone uses Acumatica to track Resale Certificates for your customers. If so, how would you does your company do that?

Hi AllIn our Acumatica instance, when entering a line in the Sales Price Worksheets screen, the defaut value for the Price Type comes up as Customer Price Class.Is there any way that it can be set to use Base as the default value instead, please?Price Type default value is currently Customer Price Class. We would like it to be changed to Base as the default value if possibleThanksAmit

Has anyone ever done a customisation to Enable Pay By Line to work for Sales Invoices generated from Sales Orders. Acumatia does not support it and am wondering why they did not allow it. 

We are using Avalara for AvaTax sales tax calculations as well as their Exemption Certificate Management system to handle our customer exemptions. We have a large volume of customers that have a sales tax exemption that only applies to certain product categories. For example, if customer buys product A it’s exempt but if they buy product B it’s taxable. Avalara has a feature “Exemptions by product category” and I believe I’ve set that up correctly adding the relevant Avalara tax code to the category then applying that category to the relevant customer exemption, however it doesnt work and charge taxes correctly. It sets the customer as fully exempt regardless of the product type when I test transactions in Acumatica. Does anyone use this feature or can they give me some guidance to a potential workaround? 

Below are the customization packages for the Surcharge customization. This customization allows you to apply credit card surcharges to invoices and sales orders in Acumatica, helping you recover processing fees with ease while staying compliant with regulations.  NOTES  The customization only works with Acumatica Payments; no other payment providers are supported.    Version  Package  2024 R1 

We have a Foundation that uses Fund Accounting. At the end of each year when we roll forward our balances to 1/1 we roll the contributions, interest and expenses into a fund account. We don’t show it as a JE just adjust the opening balances as of 1/1. See below for an example. Is there a way to do this in Acumatica?  

I am using the financial report writer to build a project P&L for my client. I am having trouble getting the project name to appear in the title since there does not seem to be a parameter available.In my column set, I have added:=@StartProject + ' - ' + THIS IS WHERE I WANT THE PROJECT DESCRIPTIONThe project code is an auto-numbered ID and without the name makes it difficult to identify the reports.Thank you in advance.