Financials

Hi, I have a requirement to see the tax amount for each invoice line. In the invoices and memos form, under the details tab, there is a column for Tax Amount. It does not show any values while the taxes are applicable for the line. My tax calculation rule is exclusive line level.  Does anyone have any idea? Best Regards,Dulanjana

Hi,I recently make a change in AP preference by select “Require Single Project per Document’. Before the change, I can make payment on multiple invoices across different projects from the same vendor. After the change, it seems like I can only pay invoices of same project each time but can’t select to pay invoices across several projects. Could I ask if that is correct? Thank you.Raymond

I have tried creating a Dashboard widget for Quarterly Revenue without any success. Does anyone have one already built?

Hi,I’m new to Acumatica and I was wondering how I can import line items from an excel file into “Cash Purchases” in Payables, please? Thank you!

I would like to have a generic enquiry that lists out any AP invoices that are still open and have multiple payments applied.  Can someone advise how to get started.  I don’t know which tables I would need and how to join them.ThanksHere is an example of the data I am looking for: 

Would it be possible to create a project numbering sequence that included a character based on the project type?

Purchase accrual summary has an outstanding item for vendor. There is an order receipt quantity of 48 – this is the correct quantity, but the billed quantity is 24 units.  The billed quantity should be 48 units.  The cost is the same and correct on the receipt and billed lines so there is not a balance in the purchase accrual, but the line does remain on the report.How do we correct the billed quantity to get this off the report?

We just resolved a long standing dispute with a vendor that resulted in a refund.  I want to record this through the AP module so that my vendor history is complete.  It seems like the GL entries should be:dr AP/ cr expensedr cash/cr apI must be missing something because I see a lot of posts here saying to enter a “vendor credit” but I don’t have that option in my AP.  This leaves me with either entering a “debit adj” or a “credit adj”.  A credit adj records dr exp/ cr AP, so that’s wrong.  This seems to leave me using a debit adj.  But, once I record that it seems I can only apply it to an invoice or a credit adj.  I can’t seem to then cash settle it.I can enter it directly in the banking module and the GL will be correct (dr cash / cr expense) but my vendor history will be incomplete.Thanks in advance for any help.

Are there any community members who would think,, “It’s better to have the ability to transfer the “Asset Type" using the Transfer Assets form (FA507000)”?Currently, using this form, you can transfer assets between different classes, departments, and branches. 

I need assistance cleaning up my purchases clearing.  I have a balance hanging in the account due to incorrectly receipting a quantity of 6 when the order quantity was only 3.  What is the best way to correct this in the system? 

Under the GL Account tab, the COGS Account does not show up.  However, in the customization fields list, it is there, along with the all the fields that DO show up.  I can’t find anything different in the settings for that field than the others.  How do i get the COGS account field to display on the tab?  I’m new at this  and somewhat lost, even after watching videos, because what is shown in the videos does not seem to work for this.  Thanks for any help

Need a solution for the prepayment with inventory with 5% discount if paid in curtain time plus shipping.Out company created a shipping cost  PO invoice separately from inventory. This helps us to understand what PO received/not received.I need to prepay inventory plus shipping cost. I cant add the shipping cost as an additional line to the inventory prepayment because we dont get discount on the shipping cost. What would be the best solution in this case?  I hope I am clear with my problem :)

Client wants to know if they do something like remodel a building can they extend the useful life of that building asset?  The Useful Life is grayed out.  Wondering how one might go about changing the life (extending the life) of a fixed asset.  

Hi,  From Version 2023R1 and onwards, where can I change the term Cash Purchase? I tried to find in Translation Dictionaries (SM200540) but seems like it is not in any Source Value. Previous version term is Quick Cheque which can be changed to another term (Quick Payment) via this screen    Thanks!

I am not in any way knowledgable on how to setup tax zones for a Canadian client.  Are there detailed instructions on how to setup tax zones for an Acumatica tenant that does have Canadian Localization turned on?For example : I want two tax zones setup for British ColombiaCADBC with GST 5% and PST 7% (GST GL# 2510, sub 00009.900)(PST GL# 2510, sub 00100.900)CADBCSR with only GST 5% (GST to GL# 2510, sub 00009.900)What are the steps I need to perform to do this?And then be able to assign those tax zones to Employees, which I know how to do.(BTW, these will exclusively be used for Expense receipts)

Hi CommunityI am trying to set up to depreciate Low Value Assets 100% in month of purchase but not having any success. Can anyone help with this calculation please?  

Does anyone have any ideas for a solution for the following scenario:A company reselling Software licenses. Tracking the license activation expiry using contracts.Question:Is there a way to link the purchase of the Software licenses to the contract, so that we can report on the contract profitability. Or is there any other way to perhaps track the costs/expenses.I’ve found an old idea that seems to be asking for the same: Any help/advice much appreciated.Many thanks,​​​​​​​

Hi! Is there a way to automatically release AP check payments as soon as the check is printed? The goal is to prevent fraud. My client is concerned anyone can just reprint checks because Acumatica gives you this ability on the Release Payments screen. I’m wondering if there is dedicated functionality for this. I’m aware you can use access rights and business events but I just wanted to double check.

We are seeing the below error message with our Sales Tax (Prepare) issue and we don't see any tax reporting at all. This is the first time we run Sales tax reporting as the customer went live in Acumatica in April 2024During testing we were able to run sales tax reporting. What issues can I review to fix this?  

Is it possible to reclassify the line item description on an AP invoice?

I need to add the Qty available to the Inventory Valuation report, however the entire report seems to be based off Qty on hand in the INTranCost table. We need to know how much of a given product is available and the total cost of everything sitting on the shelf unsold.  Has anyone else tried adding this field to the report in report designer?

How to use cash account details to find discrepancy in between Bank Rec & Trial Balance Summary ending balance. My Bank Rec cash account balance & Trial Balance Summary ending balance have not been matching for a couple of months and can not seems to find the discrepancy, I saw a article saying the cash account details can help but I’m not sure how or what i should be looking for.any help would be appreciated!Thank you, 

We have run into a costly issue of “ghost” PO’s being sent that none of our buyers claim ever sending. Is there a way of removing the “email purchase order” option from users (picture below)?  I have tried revoking access right to “Print/Email Purchase Orders” from the role but users are still able to accidently use the “Email Purchase Order” option.  

How do I update Customer Credit Limit for groups of customers with different values? We have appx. 1000 customer Credit Limit changes/updates to make (out of our 2500 total customers) with multiple different $$$ value limits. We prefer not to do these manually. Thank you.