Financials

There seems to be something wrong with import scenarios to update existing customers.  The customer exist in the system and I only had two columns in the excel file, Customer ID and Price Class ID.  When importing, the error is “Legal Name cannot be empty”.  When I add the Account name into the excel spreadsheet, I get “Email address must be specified if “Send statements by Email” option is activated.  The account already has an email address.I do not want to introduce more fields into the excel spreadsheet as I am just updating the Customer Price Class but it just seems impossible.Why can’t I just update one field?

hi All, I am dealing with a client to help them fix the financial year which had been set incorrectly and they have been transacting in the system for at least a year. the issue is where it has to show 2024 as a financial year for the year starting from 1/7/2023 it shows 2023.  ( we are using the MYOB Advanced Australian financial calender) , we are missing this tick box which should have been enabled at the start. has anyone dealth with this issue before or can this be fixed? it is just annoying for the client to always see the incorrect year. ThanksGhazal   

Hello - Is it possible to grant users the ability to create and save Journal Transactions, but not allow them to take it off of hold or release them? I am able to restrict the ability to create new transactions via the access rights by screen, but I have not been able to figure out how to allow the creation of them without release. Thanks!

I am working on implementing project accounting.  I set up a project template and am now working on the project template tasks.  Do you need to set up the Project Template Tasks for each Project Template or can the tasks be shared between the Project Templates?  

I am trying to divide the results from Column B by a value in a Row.  I have tried various combinations of the following.  Can someone please suggest?  If you are wondering, I am using the @BaseRowCode for another column.  Thanks! B/@RowCode = 0280=B/ Value(@RowCode ,0280) =B/ Value(@RowCode ,'0280’) =B/ Value(@RowCode ,'B') = '0280'

Hello community, We are looking to find a way to have the SO sales order type to not post the COGS/Inventory entry to GL when the invoice is created and released.  We only want the AR/Sales account to post to GL when the invoice is created and released.  We currently have one tenant that is working this way but we can not find the setting that stops the COGS/Inventory from posting to GL when the invoice is created.is there a setting we need to turn on or off for this to work on this specific tenant?Thanks for all the help in advance. 

Dear ALL,Fixed assets were purchased but have not yet been depreciated, so we unchecked the “Depreciate” field. Now we want to continue depreciating that fixed asset, what should we do?Currently it is not possible to check again into the “Depreciate” field.  Note: Acumatica Version 2020.R1Best Regards,NNT

Hi All,How do I copy a invoice template from one tenant to another tenant.

HI, We have a client that wants to create a column that always stays at December 31, depending on the year the Balance Sheet or P&L is run and have the first column of the report change based on current YTD or prior YTD information. Example a comparitive B/S is generated as of 3/31/24 in the first column but the second column will always be 12/31/23 Prior YTD or a report is run as of 4/30/22 and the Prior YTD column is 12/31/22. I know how to update the data source but having issues creating the date format to alawys pull as of 12/31/xx. Here is a copy of my formula what am I doing wrong? =Format( '{0: MMMM yyyy}',Report.GetPeriodEndDate(Report.FormatPeriod(@StartPeriod, -1, 0)))This formula should always state 12/31/XX but it does not. Here is my data source setting for the column set: If I can get any guidance on how to set tht date format to reflect 12/31/xx that would be great.   

Is there a way in Acumatica to update all SO’s and Invoices already created when information for a customer gets updated?

I am looking for an AR Aging based upon financial period that would include the unreleased retainage in it as well. This should be pretty standard to have but the out of the box “AR Aging Period Sensitive Report” does not have retainage available in it. How can we get something or is there another report that I am missing.

Entering a Payment Type “Payment” but wanting to leave it open to be applied later produces the following error and will NOT allow the Payment to be released.  (Prepayment works fine. Starting with an Existing APBill and clicking “PAY” works fine.) The error happens when the RELEASE button is clicked.Screenshot of Error:Error message that does not allow the transaction to be release.More Notes: This payment has not been reversed.  It is a new entry.The error happens on any Vendor. There is no approval map getting in the way. This particular site is customized but I’ve also tried it on a “vanilla” site and get the same error.The “Known Issues” list includes the same error but for a payment that has been reversed.  This one has not been reversed.

We have 1 tenant, 2 branches.  All expenses get recorded in 1 branch.  I would like to allocate certain warehouse and fixed costs to both branches based upon completed Sales Orders every month.  I am looking at the help allocation screen & allocation method and not sure how to get this set up.Does anyone know the way to set this up or if this is even possible to allocate expenses that way? 

I can’t seem to choose a different payment remit for a Vendor that has several different Remit addresses, it keeps printing checks to the default Remit.  

I created an expense item for mileage. Populated Pending Cost and Pending Cost Date fields as shown below. When I go to Update Standard Costs screen, this item does not appear for me to process (see second screenshot). Not sure if I’m doing this wrong for expenses, haven’t found much documentation on it. Thoughts anyone?   

I am trying to process a bank feed and it will process just fine in test mode, but when going to retrieve bank transactions, I get the error “Currency cannot be empty” They do not have multi-currency. I have never seen this error before. Can someone help.Thanks

HI @CommunityWhen I am Releasing the invoice the following error has occurred Error: The required configuration data is not entered on the IN Setup form.Regards, Reddy.

i want to update the Yellow highlighted field to James as jonathan is no more serving the company 

Hi EveryoneCurrently , we have create a generic inquiry to combine table invoice and memo  and table payment and check  in order to get the column for “ due date “ and “ payment date”   If we would like to get system to calculate the day of over due , which mean “due date” minus “ payment date” in order to get the day of over due.  May i know how to do this in generic inquiry?  Hope to hear from you soon. 

We are having problem with reports not loading.  The spinning wheel just spins.  If the report finally pops up it take over 3 minutes.  Most of the time the report never loads.  This issue is effecting financial statements and generating AR invoices.  My IT department has restarted the server and that does not help.  We can run Acumatica directly from the server and the reports work just fine, it appear to be only effecting the workstations.  We have reached out to our Acumatica partner as well.  If anyone has ran into this and can point us in the right direct, it would be greatly appreciated. 

I want to allocate this amount over the months. Does anyone have any ideas on how to write a function to divide the total allocated amount?I used the formula =SUM(iif(left([FAHistoryByPeriod.FinPeriodID],2)='01'and right([FAHistoryByPeriod.FinPeriodID],2)=right([@PeriodTo],2),[FADetails.AcquisitionCost]/(12[FixedAsset.UsefulLife]),0) ) but the report is not showing correctly.*The correct value is 6 months with 6 equal values but it only shows 3 months, or 1 month.  

Where can I list our account number in the vendor information. Very often when I contact a vendor, I am asked to provide our account number.  Where would I be able to enter our account number?

We have a situation where we need to apply the outstanding balance of the debtor to the outstanding balance of the creditor. Is there an existing offsetting functionality or third party solution that can be used?

Hello Community,I have been looking out if we have any GI or Report where,I would like to know all the payments that have been provided for a given time period. Further, I would like to know, for each of the payment:1. What invoices and sales orders are associated to it2. Who the creators are of the sales ordersIf not then by which table can we create a GI where I can display all these elements?Thanks in advance.

A credit memo was applied to an invoice and now we realize this was a mistake.Can it be unapplied? If so, please advise how?