Financials

Does Acumatica have integration with Stripe Payment Systems? Thanks

Hi Community, I am in need of some help. We are currently booking some AR payments into a clearing account and then using the Bank Deposit feature to transfer those funds to the final bank account. However, we’ve found a couple instances where a payment that’s part of a bank deposit is returned. We would normally void the payment.How should we go about recognizing the returned payment since we shouldn’t be voiding payments that are part of a released deposit? We also need to be able to select the returned payment in the Process Bank Transactions for matching.Appreciate any insight.Thanks.

Has anyone been able to get an import scenario to work for the Trial Balance screen?  No matter how I adjust the Commit checkboxes, the assignment of Import Number, or the Key assignment in the Data Provider among other things, the best I can do is get a single detail record saved and I wind up with the same number of trial balances created as I have records in the file.  I’ve tried using keys from the record (Branch, Ledger & Fiscal Period) and also an added field to the file to group the records by Key.  I currently have ‘<NEW>’ assigned to the Import Number field in the attached xml, but that isn’t the issue.  I haven’t had this issue with other import scenarios for screens that have a Master - Detail relationship.  Since I have about 15 companies and 13 trial balances that need loading per company, I’d rather use an import scenario over the grid import of the detail.  At this point, I haven’t even tackled the Validate step; I’d settle for just getting the detail records i

Hello! We are looking for a Credit Management Platform that will integrate with Acumatica. A platform that processes credit apps, stores needed documents and etc. Any suggestions would be greatly appreciated!

Hi , In GL Module the tran description has 256 Characters where in Fixed asset Module in it 512 Characters so could you please validate and add the point

Does Acumatica have a solution for tracking price/compare at price from Shopify on an order level?There are a number of reasons to use the ‘Compare At’ price function in Shopify. They can be utilized in more complex promos to avoid Shopify’s limited discount ‘slots’. They also offer a better customer experience with slashed pricing, an immediate view on the actual sales price, and no requirement to remember a code. The problem with this is that Acumatica is just receiving the price as compare at price so it doesn't look as if it has been discounted. E.g.Product X has a normal price of $50We use Shopify compare at functionality so that this now has an 'Is' price of $40 and a 'Was' price of $50 (which will shown a slashed pricing on the storefront).When this comes in to Acumatica the line item just shows a pricing of $40 but we want to be able to track the fact that this actually represents a $10 discount The compare at pricing isn't available through normal order JSON but is accessible

Overview:In Acumatica, the standard behavior calculates and records Withholding Tax at the time of payment. However, for compliance with local statutory requirements (e.g., India), we are exploring whether it is possible to calculate and post Withholding Tax at the bill creation stage instead.Current System Behavior in Acumatica1. Bill Creation (No WHT Yet) Account Debit (Dr) Credit (Cr) Purchase/Expense A/c 100   Accounts Payable   100 2. Payment (WHT Applied) Account Debit (Dr) Credit (Cr) Accounts Payable 100   Withholding Tax Payable   1 Cash/Bank   99 Expected Behavior (Needed)1. Bill Creation (WHT Recorded Immediately) Account Debit (Dr) Credit (Cr) Purchase/Expense A/c 100   Withholding Tax Payable   1 Accounts Payable   99 2. Paymen

Has anyone used a 3rd party product for AP automation? Companies like TRAILD, Tipalti, etc?We use the native AP “New Document Recognition”, but it is really klunky, and slow.  We have a ton of 3rd party Landed Costs and outbound freight.   We spend too much time processing these vendor invoices when they should simply just flow through the AP process. thank you.

We are newly using 2025R2 AP incoming document recognition.  Am curious from other users if/when it learns the repeat invoice(s)?  We are finding it is not learning at all.  Each time you are having to map the missing fields.  We are likely going to abandon soon.

When multiple approvers are assigned to one step and any of the approvers can fully approve that step, then one of the approvers approves that step, the other approvers are typically unaware this has happened. If they also try to approve the same step, they receive a fairly cryptic message about being “not authorized”. It would be much better if the message returned told them the workflow step had already been approved. As is, it leads them to believe there is a permissions issue or some type of error happening.Has anyone found a good workaround for this? Obviously over time we can train the approvers to recognize the cryptic message and understand why they are getting it, but it would be better if the message was more clear/informative.Any other thoughts on this?Thanks,Mike

We have 5 Companies that have different cash accounts.  A payment was posted in Company 04, and a deposit was made in Company 04 in Acumatica.  However, when attaching the backup, it was noticed the checks we deposited into the wrong company at the Bank and went into Company 01.  Since the payment and deposit were all made in the correct company in Acumatica, as well as in the subaccounts, can a Transfer Funds from Banking module be used?  I was also thinking of using a Journal Entry and using our intercompany accounts. What is the best way to record a deposit posted in the wrong company with the bank.  Everything in Acumatica was correct.  

I have analytical report I created in the finance module.  There are several rows where I don’t want the last column to print.  It seems like this can be done through View conditions under column group.  However I can’t  figure out where I can define the column group to setup which columns I want to print for that row.   It doesn’t seem to take a  column range.   I searched beacon and this website and the documentation but I wasn’t able to find out where to set up the column range.  

Hello,  We know we can change a vendor prior to positng an AP bill but only if the detail lines are blank.  Do any of you know if it’s on the horizon to be able to change a vendor without having to remove the detail lines first? Thanks,Kay

We are excited to share an important milestone with the Acumatica community.S4 Consulting is now an Official Velixo Partner in Vietnam.As an Acumatica Gold Partner, our mission has always been to help businesses go beyond ERP implementation. We believe that the real value of ERP comes from enabling management to make better decisions through real-time data and continuous cost optimization.That's why we are delighted to add Velixo to our solution portfolio.Velixo extends the power of Acumatica by bringing live ERP data directly into Microsoft Excel, allowing finance teams to build financial statements, management reports, budgets, forecasts, and dashboards without exporting data or waiting for custom reports.#Acumatica #Velixo #ERP #FinancialReporting #Excel #CloudERP #Vietnam #DigitalTransformation

Hi Team,Issue Summary:When attempting to save or process a bank transaction record under “Import Bank Transactions” in Acumatica, the system displays the following validation error:"Payment Date cannot be empty."Steps to Issue Summary:Navigate to Cash Management > Process Bank Transactions. Import a bank statement using a defined Import Scenario. Attempt to save or process a transaction line. The error appears: "Payment Date cannot be empty."Refer to the below error message,  Thank & Regards,Sanjana Perera    

Open the report that you need to modify in the Report Designer (see more about the report designer here https://openuni.acumatica.com/courses/reporting/s150-reporting-report-designer/) Open File → Build Schema… menu and make sure the CCPayLink table is added to the report   Go to Relationships Tab and Left Join CCPayLink to ARInvoice or SOOrder based on PayLinkID   Add new Picture Box control to the report and configure it the following way: VisibleExpr: =[CCPayLink.Url]<>null BarcodeType: QRCode Source: Barcode Value: =[CCPayLink.Url]   Configure the size and position of the barcode. Add a new textbox and configure it the following way:Value “Click Here To Pay!” or any other label Navigate Url: =[CCPayLink.Url] Visible Expr: =[CCPayLink.Url]<>nullSave the report back to the server!Done! You now have a report with a barcode and a link that navigates customer to the pay link!  Troubleshooting:If you’ve configured the code and it still does not show up (or rather show up as

I am setting a P&L that shows month over prior month.  I would like to add a column that shows the amount variance and % variance.  What is the syntax needed in the calculation formula to do the math to subtract one column from another?  

Can anyone tell me what the formula $AdditionsInPeriod or $DisposalInPeriod in a FA report means? I assume it means the total additions or disposals for the period but I am not familiar with the prefix $.The report I am working on seems fine but the totals do not balance. I am trying to understand the field content so I can correct the totals.Many thanks in advance. 

hello,I am using Resource owner password flow to get Acumatica token.I am encountering an intermittent issue across all environments, including Production.When we receive an application for processing, we call the Acumatica Get Customer endpoint using a valid authentication token. Occasionally (approximately once a day or every other day), the request fails because the response cannot be deserialized. Our application expects a JSON response, but instead receives an HTML page, as shown below. We cache the authentication token and validate it each time it is retrieved from the cache. Token validation is based on the Date header returned in the token generation response to ensure the token has not expired. Could you help us determine why the API is intermittently returning HTML instead of the expected JSON response, despite the token being valid?Tokens:return html response : LqGoqJP-MvG2Q44kKI_QEq0PqziBlrWXnInucaZS9w0return Json (Valid): IPLN2zlT8ui3GzGoySRC2M5nyz0Xa-StJ3cup25MAncif (resp

Hello,  I have a scenario where my company is based on UK and I have warehouses in Netherlands and Spain (Also in few other countries) Also, I have an EU customer whom I shall deliver goods from either Netherlands or Spain.On a sales order when I select the warehouse considering the country of it (If the country can be taken from branch that is also an option), and country of the customer, it should update the correct Tax Zone. In simple terms, my tax zone needs to be updated not solely based on the customer country but also considering the order origin country.  Is there a way to get this done?

Does anybody know how I can have Acumatica prevent one from Posting an AP Bill against a Purchase Order if the Amount of the AP Bill is greater than the Unbilled Amount of the PO? There is a setting in the Purchase Order Preferences screen where you can choose between No Validation or Validate with Warning but the Validate with Warning still allows you to do it. Our client wants this to be prohibited. I thought of using an Approval Flow to require approval if the AP Bill Total Amount is greater than the PO's Unbilled Amount, but I don't see how to do that. Is there another way?

I am stuck. I setup a Sales Order Invoice approval map so that Certain People can do the approval, but they cannot do their own. When I test myself it works and catches on the NOT Norman with a reject. When I test it with Lana, it catches on NOT Lana, BUT IT APPROVES! but NOT Lana is setup the exact same as mine.I am at a loss

Client has different companies in their tenant.  They would like when downloading the financial reports (balance sheet, Income Statement, etc.)  it exports the file name as Balance Sheet - <Company ID> - 01.31.2026.pdf (the financial period pulled through on the selection page.  Right now it downloads as Balance Sheet (2026-03-19).pdf which is the day the report was ran even though they only pulled as of January 31, 2026.Is there a way to change this?  I know we can change via Report Designer for non ARM reports. 

I prepared statements for the date of 10/31/2025 and successfully sent those statements, however Acumatica is still showing the “Last Statement Date” of 4/30/2025. Why is this date not showing as 10/31/2025 since that was in fact the most recent date statements were generated?

Our CFO wanted to test out some AI Capabilities and started with a question.“Can we use AI and Acumatica to establish patterns and predict when payments for invoices will be made?”I fired up codex and threw in a prompt for Plan Mode. Codex asked me 9 questionsIn total, it took roughly 10-15 minutes for the plan to generate. After user approval to implement the plan, success was almost won! (1 hour and 22 minutes) After having Codex publish and test as a user, it noticed that it forgot to add the site map and enable permissions. Once it cleaned all that up, it alerted me that it was ready for human review.There’s also a tab for each individual invoice, the justification of data, who won’t be paying inside their payment terms, and a few other bonus tabs. Values omitted. Back to the question, can it? It would appear so.