Financials

Hi,Could please let us know that how add “Re open” and “Unlock” option to the manage financial periods form. Currently those mentioned options are not available.Thank you 

Hi. I have an issue in my report(Non PDF version) when converting into PDF version. Here i’m getting a value for the part number which has a quite long value. When i convert this into the PDF version, the full value doesn’t display as shown below. Is there any solution for this? I have set CanGrow to ‘True’ as well in the report designer.PDF versionNon PDF Version 

Client is running Device Hub to print checks on 22.212.0046. Recently (and intermittently) when printing checks by company (has ~130 companies in one tenant), the checks will print for 2 separate cash accounts in the same run. i.e. client prepares checks Company A for cash accounts CA-1 and CA-2 . Switches to Prepare/Print for CA-1 and clicks Process, the checks for both CA-1 and CA-2 print with the number sequencing from CA-1. They’ve been live for a year and this started 3-4 weeks ago, but frequency appears to be accelerating and affecting different companies. There is a customization, and I intend to restore a snapshot locally, unpublish and test, but wanted to see if anyone had seen something like this before.Thanks.

We noticed that when a payment is being created and the payment method needs to be changed, the next payment to use the Check payment has moved forward to the next check number despite not using it on the previous payment. Screenshots start with payment to vendor and check 3339, changed to fedwire. The next vendor is set up to be paid and the check has skipped the unused 3339 and moved forward to 3340.Has anyone seen anything like this?

Hi All,Kindly assist, every time when the customer uses the write off function, they get the below error, GL error: the transaction can not be released because the currency of the ledger differs from the transaction base currencythxDries

Ever since we upgraded our Acumatica to Acumatica Cloud ERP 2023 R2 Build 23.205.0011, We have been unable to convert requisitions to POs. How can you help us?

Hi There,Is there anyway that MYOB can show the actual Batch Payment as a one line in the bank reconciliation screen as opposed to it showing individual invoices that we have to match against every time?It used to do this and it doesn’t seem to anymore?ThanksSara

When you have one corporate credit statement, but each salesperson has a card under this umbrella, e.g., the last four digits of the card are different, do you still create one corporate credit card and add each user to this master card?Or do you make a separate corp card for each user? Then by pointing to the same cash account, will all cards end up pulling into the one credit card statement for reconciliation?Thank you. 

Currently, you can change a PO date to a date that is in the past. Is there a way to prevent this or force an approval event to keep this in check? 

Hello community,I have been looking out for ways to add an approval map whenever a new COA is added and then recording such approvals when, by whom the COA was added and by whom it was approved kind of audit report.Thanks in advance.

Has anyone seen this ?  A invoice in Acumaitca is in the balanced status and can not be released because Avalar bounced back that the document is lockedCustomer confirmed the same document with same creation date and ship to is in Avalara and locked.When do documents get locked in Avalara ?How does this happen? Can Avalara fix? 

Hi Team,When I convert a Purchsce to a Fixed Assets the proces on GL generate 4 rows with diferents subaccountThe transactions in GL appear with a different Subaccount and two accrual account lines that are netted at 0, why does this appear?The correct thing would be that the subaccount to be set at the time of registering the purchase in AP Bill and not to pull the subaccount from somewhere else. Please help me understand what could be happening.In FA preferences I Can define one Fixed Assets subacount , but normaly I don’t use the same subacount to register my FA, because in diferent case of fixed assets i have many subaccount,In Fixed assets Class I can define the subaccount but normaly I could have diferent subaccoun for each Fixed Asset Class.When I do a AP Bill I can select the Subaccount which could be diferent with the Fixed Assets Preference subaccountWhen I convert my FA in Convert Purchases to Assets Form I can select the same subaccount that I selec in the AP Bill and conve

Hi, Can someone share trigger conditions for both PREPARE Statements and EMAIL Statements pls pls. Thank you,Jay  

How do I Automate GL Sub-accounts in Deferred Revenue based on Customer State

Our customer hires a truck to make deliveries in CA.  The issue is that each delivery can have different tax consequences.  For example they will get charged a fee for the delivery and then get taxed at the Ontario rate, then their next delivery is is made in Manitoba and they invoice will have the fee and then a separate line for Manitoba taxes. I feel like Incoming Document recognition is going to have issues and I am not sure the best way to handle the change in taxes for each line of the invoice.  Has anyone had this issue and found a good solution? 

Our company has acquired a new division that we are trying to bring into Acumatica. Their main issue is that they currently write checks without amounts to purchase local goods at various locations. For example, they might go to Sams or Costco to buy supplies but they won't know the exact amount of the purchase until they are at the warehouse and have everything in their cart. At the end of the day, they send back the receipts with the check tab so we can enter it on their accounting system.Normally, we would issue a purchasing/expense card for these situations but for several reasons we can't in this case. Furthermore, the purchases are large so I can't ask the employee to pay and reimburse. Is there a way to handle this in Acumatica? Any suggestions would be welcomed.

I am trying to use migration mode to import vendor prepayments that need to be applied to an open purchase order.  Migration mode does not allow application to a purchase order, and when I release the prepayment it closes the prepayment document.  How can I bring in prepayments made in a legacy system and apply them to purchase orders that will be billed out of Acumatica?

Using the AP Doc recognition feature, will the system detect whether the document being imported and recognized is a quote rather than an invoice?

Is it possible to add the subaccount description to line entries, most specifically Journal entries and AP Bill entries?

Hi, When attempting to execute the import consolidation data process, an error is encountered. Upon reviewing the GL batch, it's noted that no GL transactions have been generated in the system.Any advice on resolving this issue would be appreciated.  Thanks

Hi Team,I have the following question regarding the reversals of debit adjustments. (Payable Module)I have created a debit adjustment & didn’t apply to any AP bill because I found out that the created debit adjustment is wrong. Therefore, in order to correct that I reversed the debit adjustment & it created a credit adjustment. In my GL accounts the balance is net-off & it is in order. But the question is, the credit adjustment & the debit adjustment is still in open status. How am I suppose to close those documents ? Please note that I don’t have any document to apply. Thank You & Best Regards,Yashodha  

Hello.We recently migrated to Acumatica, and this is our first official reconciliation with the program. Due to our volume of work, bank reconciliations are performed daily.We have a question regarding the difference, since I have been searching for information and there is no mention of "Unreconciled Difference" as shown in the second photo.    All inputs and outputs have been checked, and they are all correct. There was nothing missing to enter or any item to mark.The outstanding and the cash balance match the Statement Ending Balance.If I make an increase to be able to close the month and continue with the reconciliation (in which the difference is resolved) the total of the first photo would remain at zero, but the total difference of the second photo would be affected, changing from zero to -10,188.95.So, we don't know if it is a bad configuration in the program or if there is actually an incorrect entry that until now, we have not been able to identify.If anyone can help us or gi

Should I delete physical inventory types for warehouses that no longer exist (trucks)?  

The AP supervisor wants to see all of the outstanding approvals and who has not done their approvals.  How do I make it so she can see them on the ALL tab?She does have her own approvals both for herself and her work group just find, just cant seem to allow her to see what is outstanding for everyone else. 

I had to reverse change orders and rebill them on a different task line item. The Line Items reversed I did change their status to cancelled so they don’t show up on the payment application.  My problem is my change order total is correct on the last sheet of the payment application but the totals on the front sheet are off due to the Change order summary box not having the same figure as the last sheet.  How do I make my Change order total match the total change orders on the last sheet?