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Financials

General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, Deferred Revenue, Taxes, Currency Management

2,149 Topics
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2149 Topics

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FrancesPantelidakis24Jr Varsity II

asked in Financials

Can you create multiple hyperlinks for Financials using only one widget for the Dashboards?

Hi,I was able to create one widget and one hyperlink to a financial report in the Dashboard. However, is it possible to create one widget with multiple hyperlinks to different financial reports? I did not see where this could be done.Thanks,@FrancesPantelidakis24

361

1 year ago

kudzaim20Jr Varsity II

asked in Financials

Setting up a new tenant based on data from another tenant with the intention of changing the base currency

Good dayI intend to create a new company in another tenant based on data from another (that is the customer, vendors, cash accounts, chart of accounts, calendars and all other master files and set ups are the same. The only difference will be the base currency.Can I backup the snapshot in the new tenant and change the base currency in the new company as I do not have any transactions, I will then transact from a specific date (new financial year). Is it possible?

691

1 year ago

kboyko43Freshman I

asked in Financials

backfill box 7 for all yearly bills after vendor was deemed 1099-eligible

Is there a simplier way to backfill box 7 on existing AP bills once a vendor becomes 1099-eligible? AP Bills that were created before vendor became 1099-eligible shows blank, while the AP bills created after vendor became 1099-eligible shows box 7. Currently i have to open every bill and add box 7 manually, which is a huge waste of time.

Form 1096 Annual Summary and Transmittal of U.S. Information Returns

Has there been any update that will let us print the 1096 form in Acumatica? This form is used in conjunctions with Form 1099 filed with the IRS. The only topic I can find was from 2 years ago, but the links for help lead to a topic that is unrelated.

1451

1 year ago

EvanGVarsity I

asked in Financials

AP Bill Not Calculating VAT in UK Tenant

Good day,I thought I set up the VAT for vendors correctly. On entering a bill, the VAT tax is not calculating. I checked the Vendor, TAX ID, Tax Zone; all seems correct. These are AP bills with no inventory just entering in the bill amount. I can’t even add the tax zone on the bill manually,Any suggestions on additional troubleshooting.Thank you

230

1 year ago

ChrisLong21Freshman I

posted in Financials

External AP Check printing and mailing service (Bill.com, Checkissuing.com)

Has anyone done an integration with Bill.com or checkissuing.com?Issue: We have several customers that issue a large number of AP check each month through Bill.com. This results in a lot of manual entry, labor printing, stuffing and mailing checks. The customer is open to moving to other solutions or continuing with Bill.com along with an integration that allows the AP bills to be input once and the bill and remittance recorded in Acumatica.https://www.checkissuing.com/https://www.bill.com/

MComan62Freshman I

Our customer would like to keep track of their Vendor Prepayments that are outstanding. They make the prepayments using the Purchases screen. When the payment is made it doesnt track to the Purchase Order any more. Their vendors require prepayments for almost every Purchase Order so doing it by vendor will not work. Has anyone had to do this?

1302

1 year ago

mrivera67Freshman I

asked in Financials

How to change the accumulative depreciation amount in a fixed asset?

Hello Everyone, Totally noob to the fixed asset module in Acumatica...ok, here it goes...trying to upload the list of FA in our LIVE environment so doing some testing...and I can not seem to put in the correct accum depr amount for a fixed asset...am I missing a step of do i need to know some basic accounting stuff?E.g. FA item#1 cost 1M and I want to put in that the accum depr amount is 100K so far...how do I do that? Thanks! Kind regards,mrivera67

5823

1 year ago

angelineFreshman I

asked in Financials

How to pull the take from profit and loss report EBIDTA into Dashboard

Hi, all. I need to take the amount for EBIDTA from profit and loss report into the Dashboard (generic inquiry). Can anyone have idea how and where to take the data into the dashboard?

2409

1 year ago

jddonnell55Freshman II

asked in Financials

Report Designer - Default Font

Client needs to know the font used in Report Designer (AP Check), I know you can use the drop-down to select a new font, but how do you know what was used in the first place?

myob advanced/acumatica not loading on iphone/ipad broswer

Hi everyoneanyone know a fix for this ?saw this link but I have insufficient rights to open ithttps://community.acumatica.com/maintenance-and-troubleshooting-15/known-issue-in-acumatica-erp-2022-r1-update-11-through-update-13-acumatica-screens-could-not-be-loaded-in-ios-web-browsers-on-apple-mobile-devices-11691any help is appreciated !

1951

1 year ago

mdubertsein73Freshman I

asked in Financials

Does anyone know of a vendor that provides check stock that matches the Acumatica default format?

Looking for a vendor that provides a check stock that matches the Acumatica default so we don’t have to configure the check form. Any suggestions?

Bills (Prepayment) Journal Entry

Hello Everyone,As standard of Acumatica, when we click the create prepayment on the purchase order screen. It navigates you to bills and adjusment screen and upon releasing of bills and adjustment with prepayment type. it can’t produced a journal entry and then upon posting of checks and payment it gives you an entry ofDr. Advances Cr. Cash in Bank.but my clients requirements is to have an entry upon posting of bills and adjustment with prepayment type like.Dr. Advances Cr. Accounts Payable Is it possible to set up? or any recommendation or work around?Thank you.

2703

1 year ago

Troy VarsSemi-Pro I

asked in Financials

Req/PO Approvals using Parent Workgroup

Since the change to the new style approval maps has anyone been successful in implementing the Parent Work Group link from the company tree to have subsequent approvals in a multi step approval move up the company treePreviously I could assign the workgroup in this manner similar to what is done on the rules section when Employee from Document is selected. However, it does not allow me to place the equation for Parent Workgroup in the workgroup field and has no setting for OwnerID of the ParentWG((Approval.ApprovedByID.WorkgroupID.ParentWGID)) is an option but ((Approval.ApprovedByID.WorkgroupID.ParentWGID.OwnerID)) is not and seems to fail to populate the Employee field.Likewise copying this to the workgroup field throws an error that OwnerId can’t be empty and populating both OwnerID and the Workgroup with an equation results in the Workgroup being deleted upon save.

1241

1 year ago