Financials

Hello Guys, I am trying to configure new sales price for the inventory item on the sales price form and the following error is comming on the screen. “AR Error: Duplicate Sales Price. This line overlaps with another Sales Price (Price: 500.000000, Effective Date: 1/1/2012, Expiration Date: )”

For line item from APTRAN table 

The printing does not begin on my AP641000 - AP Check until about an inch from the top.  How do you change the margins?  The printing needs to begin closer to the top.Also, the page sections at the top cover the top of the form.  How can you see the whole form?New to this.Thanks. 

Hi All, We entered a Funds Transfers to our Cash Account clearing. When doing a Bank Deposits transactions, the transfer amount is not listed as payment. Thank you!

Is there any news on the release dates for 2023 taxes?

I have a group of bills in the system that all have the wrong due date.  They are pending approval.  Is there a way to select this group of bills and change the due date across them?  At the moment I have to open each invoice, put it back on hold, edit the due date, save the bill, and then send it on for approval.These bills have been generated through the holdback release process of the construction module.  The system seems to be taking the vendor terms and the invoice date to select a due date.  But, for these bills we have a separate due date that is 55 days after completion of work.This process often generates groups of dozens of bills at a time and it takes a lot of time to change it one manually.Thanks in advance.

Hi,On Contract Management how can I set up contract renewal prices to increase yearly? under the contract items screen, I can set up only a Percentage of the Setup price or item price, which will not work for the second year onward.Eg- Setup price of 100 every year 10% increasedso, at the end of 1st year 110, at the end of 2nd year 121, and so on. ThanksDesh

Hi,I just want to confirm if there is any setup for this.As noticed there is a “/” on the calculation of the inventory but in some acumatica instance, this is a whole number.I am seeking your assistance with this.Thank you!

We want to create a new order type that can go through the whole process, get shipped, but not have the invoice created until X days (30 most likely) later by the user. We would create a report or GI that lists all the invoices that need to be created for that day. Is something like that possible? Thanks in advance for any insights. 

During the processing of bank feeds there was a transaction that we thought was a duplicate entry. The entry was “Hidden” by click the “Hide Transaction” on the Process Bank Transaction (CA306000) screen. It was then discovered that it wasn’t a duplicate and we need to now bring this transaction back so we can process it normally.Our question: Is there a way to view this hidden transaction and is there a way to “Unhide” this transaction?Thank you!

Is there a way to prevent invoices being created without a customer tax zone?  

Does anyone know if there is a report in Acumatica that will list any unreleased/pending bills and expense claims for a specific project? We have run into several situations where the Project Manager or CEO completes the project not knowing whether all costs have been posted/released to the project. I have to go back and look at the Automation Schedule History to see if anything has not released. Want to try and be proactive before the project is closed/completed.

There is an old video on the topic of Customer Refunds where the user goes through about five or six steps to issue a refund to a customer.  And it works great!  However, there were too many steps and Acumatica appears to have simplified the process in subsequent releases.So now, in my 2021 R2 demo database, when the credit memo is on the screen, there is an option on the ...More menu to REFUND the amount to the customer.  I’ve done that and I see a JE that shows AR was debited and Cash was credited but I don’t see where a check was actually issued to the customer.  I can’t find a pending payment in payables but the JE looks like is was processed as a check.The whole point of this exercise is to issue a refund check to the customer and I’m just not seeing it.  What am I missing here?

Hi Everyone,  We are looking to have our calendar year set to the 4/4/5 method but the taxes are filed based on a Fiscal Year.  Is it possible to get Trail balances and Financial statements based on a Fiscal year while the Financial year setup in the system is 4/4/5?

When having to select segment 2 of a subaccount , linked to the Employee master, the logical step would be to add the default location ( For vendor) and then link that to GL.Sub. Even when using substring/ left/ right , the result is blank. Fortunately , there are a DAC that already has this info: Employee (EPEmployee)And I am sure the DAC’s exist for other business accounts where this is required

Client had a clerk mistakenly enter 1000 sales orders.  Is there a way to wipe the slate clean without going into each sales order and deleting?

I had check layout AP641500 set up and working in Report Designer.  All of a sudden, the checks starting printing with a different layout.  It looks like it’s pulling from the “Group Footer with Supplied by Vendor.”  What could have changed?  Do I need to format this section the same as “Without Supplied by Vendor?”  I don’t have this issue in the Sandbox tenant.Thank you in advance for your help!

Hello there I am trying to run the TB without suppressing zero balances so that I can make an excel sheet mapping to all my  accounts (regardless of the balance)  to build my own P&L and Balance Sheet. I have never managed to get this done within the application and don’t like the look of it anyway.So I have done this for the first month of our accounting year and have unticked suppress zero balances and yet accounts which have no entries are actually suppressed. What is going on I feel as if Acumatica is always trying to trick me! Is it only the Balance Sheet that this tick box responds to…? Best Regards All 

Does anyone know how to make a joint payee with the OR option where either party can negotiate the check?

Open Financial period in acumatica . we were opening the fin period from the database feom finperiod table but after upgrade it took a day to be opened is there is any other way to open it.

In Time Card entry, if a work / service being performed is taxable based on the state when does that sales tax become applied?  Is it during Time Card processing or during Invoice Creation?Thank you,Jeff

Hi all,I created a trial balance by the period report in the ARM Report. I need one more column which shows the type of account (asset, liability, income and expense), but I don't know how to set it up.Pls advise me if you have any idea.Thanks, in advanced.

Anyone know a consultant who has good experience with migrating historical financial data into Acumatica 2023 R2? Preferably I am looking for someone who has also worked with a Sage 100 SQL system as well.Any suggestions would be appreciated. 

How do I edit or delete a quick check template? 

We have a client who is on 2022 R2.  They have 9 Branches and over 25 bank accounts.  They purchased the additional license for the 25 bank accounts.  All branches use the same bank - Bulldog.  We setup one bank feed called “Bulldog”, connected with Plaid and all bank accounts across all branches came in.  We then mapped all the bank accounts to the respective Acumatica Cash Accounts.  We manually ran Retrieve Bank Feed Transactions on 4/7 and transactions from 4/1 to 4/7 came in but not for all the bank accounts setup for each branch.  It seemed to only bring in transactions for the first Cash Account associated with the branch . We put the Retrieve Bank Feed process on an automation schedule on 4/8 and since it is has been on the schedule hardly anything has come in.  Automation History shows successful but last transaction that came in was from 4/13 and that was only on one Bank Account for one Branch.  Nothing came in to any of the 25 other bank accounts.   Cash accounts are res