Financials

Fixed assets - depreciation appears as negative when asset still active with positive net value

Hi All,I need to do a bank reconciliation for EURO currency. But my base currency is USD. Could you please let me know  that should I convert my EURO figures to USD before import my bank statement to the system or system automatically converts it. Thank you

While having employees marked true for pay-by-line (employee profile-financial tab), when submitting expense claims and converted to AP bills, the pay-by-line on the AP bill document header is not marked pay-by-line. When manually marking the claim/bill to pay-by-line, the bill is then not available for payment (does not appear in prepare payment Payables process). Is there somewhere else to setup the employees/expense claims for pay by line?

Hi. We have a client requiring setting up of company tree for 156 branches.We believed we can expedite by either using import scenario or, worst case scenario,do a direct SQL.Anyone encounter such experience before?Thanks in advance.

I have a report in which there are vertical lines for the various columns spanning from detail section to footer. There is one column which should not show under certain conditions. I am able to use the visibily condition for the column header and detials, however, when applying this to the vertical line for the column, the report ignores this and prints the column line anyway. Is it possible to do this on a vertical line whch spans more than one section? Thank you in advance.

I have a list of accounts and sub-accounts that flow into the Finance/Admin line item on the FS. It is accounts 63000 to 71300 (sub account 700-000) as well as accounts 72300 to 72303 (sub account 000-000).How can I set up the Data Source in Row Sets to include both of these in the same line?  

EP507030 & EP507010For now someone can go and choose any other employee in “Approver” and approve, is it possible to restrict this? from the company tree or something else? Did I miss something?Thanks!

I have an incoming document that has a negative amount equal to the freight from the original document in the Detail Total even when I remove all the items in the Details Area. Is there something I can do to fix this? I’m not sure where it’s getting this amount from. 

Hi,There is a way to enter multiple value in a filter?I tried , and ; without success..Thanks!

Hi there,We can’t release AP retainage due to error message of “Error: Inserting  'AP Transactions' record raised at least one error. Please review the errors.Error: 'Subaccount' cannot be empty.”Below is the retainage image from original invoiceThe journal entry from original invoice. Could you please advise? Thank you. 

Based on the attachment provided, the "Select," "Prime," and "Enterprise" modules allow for a maximum of 5 additional tenants to be included. Given that we have 14 tenants, it seems we exceed the allowable number for any of these modules.Could you please confirm if there is any flexibility or exception that would allow us to include all 14 tenants in a single quotation under one of these modules ("Select," "Prime," or "Enterprise")? Alternatively, we would appreciate any guidance on the best approach to accommodate all 14 tenants within the current framework.

Hi, Is there a way to change the Placed-in Service date for several newly created assets while converting them from the purchase screen? I know you can manually change them, but when you are creating multiple units, it would be nice to have a way to do a mass update. :)  Any suggestion? Thank you

When creating a Bill from a PO Receipt, sometime the PO Receipt Number hyperlink exists and sometimes it does not, and I cannot work out what causes it to be sometimes missing: 

HiReally appreciated if you can share your experiences and how you manage them specialy about the CONSRegardsPrasad

Hi,We have a scenario where our POs only have one line item with the lump sum value of a contract or purchase, however when the invoice come it sometimes may have multiple line items where all of them reference the one line item in the PO.Is there a way to enter this AP Bill whiling linking all line items to one single PO line item? In my instance what I’m experiencing is that when I add the first PO Line Item using the add PO line button I’m only able to do this once as the line item disappears from the list next time I click add PO line. Any idea how to do this? Thanks Rafa

We are set up with the Acumatica Shopify connector for both US and Canadian transactions. We just implemented the Avalara connector.  We generate sales via Shopify in Canada and the US, as well as B2B sales within Acumatica.  For the Shopify transactions, we let Shopify calculate the tax, and we are not recalculating tax in Acumatica - no call to Avalara. However, in the Shopify connector, the tax is set to Avalara so that the tax code is automatically set up in Acumatica - I believe this is done by the Avalara connector and is an API call to Avalara.  At month end, we extract all the Shopify transactions for US states where we are collecting tax and import those transactions into AvaTax.   For all US B2B transactions, we enter the transaction in Acumatica and make an API call to Avalara to get the tax rate.  Upon invoice, the transaction is automatically sent to AvaTax. This means that whether or not we are charging tax in the ship to state, a call is made to Avalara for the tax. I’m

Thanks in advance.

I am trying to clean up our customer credit cards that are on file that we have used years ago but are no longer active or they are expired. When I try to delete the Payment Method off the customer I get an error - Customer Payment Method (Customer #) cannot be deleted because it is referenced in the following record: AR Payment  I was hoping someone could provide me with an answer to this - will Acumatica not allow you to delete a payment method that is on an AR Payment even though that payment has been completed and closed out? 

Good morning,Other than Receivables - Customer Details.Is there screens accessible to most users that would show a customers transactions, whether it be invoices, credits, payments, etc?Trying to get some members of the the team accessible screens to look at when dealing with customers other than giving them full access to Receivables.or is it more plausible to just work behind the scenes to get them access to Customer Details?

Overall how many standard fields are there in Acumatica ? Is there a way in the system I could see the number of standard fields for a specific module ?

when i Post this invoice to IN it gives me no error but its not posted to IN what can cause this problem ?  

Has anybody come across an issue where if you select export to PDF of a form i.e. an invoice and open in Edge the paper size shows incorrectly so should be A4 but the size converts to 288 x 396 mm but if you open the same PDF with Chrome it shows correctly 216 x 297 - causing issues for one of our clients as they send out to customers and their scanning solution doesn’t manage to capture the full data due to the size.  

How to set @PeriodStart and @PeriodEnd for example: financial period is from 1 APR  to next year 31 MARso I want to set Period start from 1 APR  and Period end 31 MAR.where can I set it. thank you

I have a pivot chart and want to add a calculated column.The pivot chart is from the opportunities GI - I have rows by customer, a columns for quantity of won quotes and total quantity of quotes.  I want to add a calculated column for % of won.   Thank you! 

Keep on receiving below error when invoice is generated from sales order or from invoice. SO Invoice is created but with incomplete status.We are using AVALARA as an external tax provided and the issue is only encountered after upgrading to 2024R1.There is a known issue published in Acumatica site which is below but the first condition is not met.