Financials

Hello members,When attempting to split an asset in Acumatica, releasing the created transaction results in an error stating that transactions cannot be posted to a suspended period in Book 'GLPOST'. Does anyone know how to resolve this?Thanks,Catherine

This is just a general question. What is the purpose for Location on the Payments and Applications (AR302000) screen? As far as I can tell it doesn’t do anything. Is there any use cases for Location?  

I am trying to set up a tax calculation for Washington B&O tax which is a gross receipts tax paid by the company and not the customer based on the products sold.  I am unable to find any examples of setting this type of tax calculation.  Any ideas would be greatly appreciated.

Good morning,I am trying to do a refund through a payment received in a closed financial period.How is it possible to do so while keeping the financial period closed?  We are refunding it as of today but the payment will not allow a refund to occur due to the financial period being closed when the payment was received.  

 Hello Experts, how can we increase the length of Account Class, i have tried doing it through segmented key but was unable to do so. 

hello all,I have a report - Column set - has various columns for different months. The month names/dates/periods are not fixed. The report displays the values based on the user selection for the Start Financial Period. So now I am looking to display the month names in the report.The columns that i have in the report are: @StartPeriod,-12, @StartPeriod,-11….@StartPeriod,-1.Where -12, -11, -1 can be any month (jan or july or nov etc.) So if my Start Financial Period = 04-2024 then the value for @StartPeriod,-12 would be = 03-2023 and similarly I am looking to display the month name for this.How to do that?

Does anyone have a clue about this strange error message "Business Account is ."This is an error on a Vendor account when trying to add a Vendor Part Number to an Item.It makes no sense to me and tells me nothing. Any ideas?Thanks in Advance

Hello all,I have been working on an ARM report (Balance Sheet) where I am looking to display the figures by consolidating 2 branches. I have created a unit set for the same, screenshot below. Unit SetsWhat values shall I select under the column set for the same? Column SetReport Definitions 

Hello all,I have been trying to display a range of columns in balance sheet. So the starting period is fixed - July 2023 whereas the end period is not fixed. It can be either Jun 2024 or greater than that. So how can I setup the report so the number of columns are displayed based on the selection of the end period. below is the design of the balance sheet.balance sheet will have the multiple columns of periods 

Dear all,I create Automation Schedule for Calculate Depreciation screen. It’s processed with 0 record. I don’t know why. Please help!Thanks so much!  

We have a client who needs to depreciate their assets (Land/Property) for a FULL year at a time every year.  So they may have some assets that depreciate over 5, 10 or 50 years, but they only want the full amount of depreciation for the year on the last day, NOT monthly.We thought we could define a depreciation method for the year, but then it wants to depreciate the first full year on the day you enter it and then the next year it will still calculate monthly.They could do this in their old system, so perhaps I’m just missing something?How can I define the depreciation method for them accurately and have it only post annually on the last day of the year? 

Dear Community,  I would like to request your help on clearing amount of “Unbilled Prepayment Total” field under “OTHER” tab of a purchase order. We created a PO with 2 detail lines with same price “14,673,000”. After that we made one Prepayment Bill for first line of the PO. And we paid through Check and Payment Screen.After that, actual Bill came in and the amount was only “13,480,699”. So, we created Refund form for the remaining “1,192,301” and linked with Prepayment.Now, back to the Order and we creat another Prepayment Bill for another line. But when we try to release it, it says “PO Error: The value of the Unbilled Prepayment Total box of the PO00001856 purchase order cannot exceed its unbilled or total amount.”  So, I check PO and it has “1,192,301” unbilled prepayment total amount. Now, I cannnot continue creating second Prepayment Bill for second line. Why not Refund amount of the first prepayment does not reconcile in here? Or am I doing incorrectly? Please help.Thank you al

HI,The trial balance in my system only show the account number. Information like “subaccount”, “project/ contract”, “project task” are missing.Is there a way to run a trial balance with all the other information?Thank you.Raymond

Need to hide a AP Bill from some Acumatica users ( AP Clerk) . This bill is a Confidential bill . Only the Controller should be able to see it . How to do it ? Any Ideas? 

So below is the reversing debit to clear out an invoice, my screen froze and now the transaction is in reversed status.   What is the best way to correct this? 

Hi all,Where can I find more info on this snip below. Is there a document with more detail on this? 

Hi,The base currency for the company and branches have been defined as LKR. But the below error occurs when performing transactions.“GL Error: Actual ledger '' must be defined in base currency LKR only”Please refer below snaps. Appreciate urgent support. Thanks,Dulanjana 

We have a client who received a double payment for an invoice in a previous month. Their customer wants to keep that prepayment/double payment on file for future use. A credit memo was created, but there’s nothing to apply it against, so bank rec is out of balance for the month in which the double payment was received. They are thinking of creating a “temporary” invoice to which they can apply the payment so that bank rec remains in balance. Then, when their customer want to use that prepayment to satisfy either new or existing invoices, they would reverse the “temporary” invoice, creating a new credit memo, then apply the new credit memo against the desired invoices. Does that make sense or can anyone suggest an alternative solution?

gm,  , does the 1% get deducted automatically if the payment from a customer is paid within the 10 days of the invoice?

Hi, each month when we Run Project Billings we get a handful of “Completed/Closed” projects that get pulled in because of “unbilled” transactions incurred for miscellaneous reasons.There doesn’t seem to be a default field or parameter to control this.Is there a way to exclude projects from the Run Billing process based on Status? 

Can I change a description on a transaction that has already been posted in the bottom part, I know I can change it at the top.   

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.