Financials

I have a pivot table with item numbers for rows and financial periods for columns.  I want to filter the item numbers.I have items number that are 3 letters, a hyphen, then 5 integers.  Example: VIP-69075And I have item numbers that are 2 letters, a hyphen, then 4 integers.  Example VI-3501I want a filter that will show me all the items with digits beginning “3” but only the 2-letter ones.  I can ask for Starts With VI-3 and I can ask for Contains -3 but neither shows me exactly what I’m looking for, which would be Starts With __-3, but that doesn’t yield any results for me.  (I need to indicate a wild card of precisely 2 characters.)  Is there a way to do this?

How do I change the A/R revenue GL mapping? Some of our billings need to be posted to difference revenue accounts. I need the postings to be done at billing instead of reclasses.Thanks,

Hi Everyone.I have an issue where the tax amount is not calculating correctly. The tax amount is 15%. So for an amount of 202 937.50 should be 30 440.63.  When creating an AR invoice. The amount I get on Acumatica is R30 441.10. What could be causing this and how can I fix this? 

If there is a issue with connecting to Bank via Plaid integration is this a support issue for Acumatica or for Plaid?  If this a support for Plaid, how do we contact? 

Hi,I just want to ask if there is a need set up to show pre-release button.Thank you!

2022 Tax Year 1099-NEC Form 1099-NEC and filing instructions have been converted from an annual revision to continuous use. Therefore, there are no changes in 1099-NEC form layout or in E-File format that require changes in the Acumatica ERP. For the list of Acumatica ERP builds with up-to-date 1099-NEC forms, refer to the 1099-MISC and 1099-NEC updates for Tax Year 2021 post.To resolve possible issue with the printing alingment, we encourage you to update to the following Acumatica ERP builds where the paper size of the 1099-NEC (AP653100) report have been changed to Letter:2022 R2 Update 3 (22.203.0043) or later 2022 R1 Update 14 (22.114.0029) or later 2021 R2 Update 19 (21.219.0019) or later  2021 R1 Update 28 (21.128.0009) or laterFor more info, workaround for earlier builds and additional steps to fix possible alignment issues, refer to the Known issue: The report printed on the 1099-NEC (AP653100) form did not fit the Letter paper size knowledge base article. 2022 Tax Year 1099-M

Does Procore accept AP invoice with or without quantities? Does it matter?

Hi, A client is wanting to uncheck the Cash Account box for the account shown below, but I am unsure of how to do this since it is greyed out. What would I need to change in the sysem to clear this checkbox? Kind regards,Andrew 

HI All, I keep getting the following error when processing a transfer and an adjustment  Error: Another process has updated the 'INReceiptStatus' record. Your changes will be lost.PX.Data.PXLockViolationException: Error: Another process has updated the 'INReceiptStatus' record. Your changes will be lost.   at PX.Objects.IN.INReleaseProcess.ReleaseDocProcR(JournalEntry je, INRegister doc)   at PX.Objects.IN.INDocumentRelease.ReleaseDoc(List`1 list, Boolean isMassProcess, ActionFlow processFlow)   at PX.Objects.IN.INDocumentRelease.ReleaseDoc(List`1 list, Boolean isMassProcess, ActionFlow processFlow)   at PX.Data.PXLongOperation.<>c__DisplayClass18_0.b__0()

Hi, I’ve setup consolidation between  tenant A to another tenant B and want to bring all the GL entries from Teannt A (with mutliple branch) into Tenant B (No branches).I encountered below error while trying to run the import consolidation data process screen after mapping of all the consolidation account into both tenant A and tenant B. Can someone please help me on this or is there is any issue with the setup ? Thanks 

If I click Pay by line I am unable to Pay Bill because it errors and says lines do not exist? 

I would like to lock the Purchase Order Type to “Normal”, right now I have it set as the default, but a couple of people have changed it and it causes a problem.Has anyone be able to set this by User Role or just overall lock it to “Normal”.Thanks

We are encountering issue on setting up email in Acumatica. Our Client's email provider is Microsoft 365. We already sent them the following links but still they are unable to proceed and is receiving this error / message. Links sent to Client:https://community.acumatica.com/security-and-authentication-222/how-to-set-up-exchange-online-office-365-and-azure-online-accounts-using-modern-authentication-oauth-2-0-4638 https://help-2022r2.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=7ea4c814-8b24-4a77-9ae0-9596012fbfab Did you have other ref that might help for this configuration? 

I voided a check in Acumatica accidentally. The check has cleared the bank already, so I cleared it in the bank reconciliation. However, there was a void issued the same day for this check. Because of the timing, the check cleared the bank, and now I have a Voided Check that is “stuck” in an unreconciled status in Acumatica’s bank recon. How do I unvoid this voided check to clear out my recon? 

We have an Issue with a workflow, when the payment gets posted is supposed to change the status to closed, but it stays as open. Has anyone had this issue before? Or those anyone knows where to check to get this corrected? Thanks! 

I need to prevent some sales invoices from being emailed. I have tried clicked the “Don’t email” checkbox on the Financial tab. But, this action seems to have no effect.Is there a configuration that needs to be set? Or, is the checkbox just informational for users?If it makes a difference - I plan to check this checkbox via the API.

Hello - Does anyone have an AP Aging that you can backdate and it produces all open invoices as of that day? Our AP Aging currently ages all invoices as of the aged date, but reflects all payments as of the current day. 

Hi Team,On the current behavior of Acumatica, The only transaction that can track the committed cost are based only in Purchase Order and Subcontract.Is there a way to consider either the Expense Receipt or Expense Claim as included in the Committed Cost in the Project Screen? It seem on the expense receipts, we already tag the project id and project task?Thank you! 

When running the recalculate customer balance.  We have noticed that it is changing the status of closed invoices to reserved.  Is there a reason why this is happening?

Hello Community,I wanted to clarify if we can record the opening balance for a particular year manually by creating a GL transaction instead of importing them (in case if someone doesn’t have the previous records to be imported). If yes, then what would be GL entry. Also the same scenario for a closing balance.Thanks in advance.

Hello All,I have been trying to create a PnL sheet where the starting year is 05-2022 and ending as of 04-2023. Have been trying to setup the values under Column Sets but it only displays the values for 05-2022.If I select any of these values in the hyperlink it displays the values only for the period of 05-2022 instead of 04-2023.     Kindly guide me out as to what I am missing here?

Questions regarding using Expense Receipts & Bank Feeds for Credit CardsDo expenses receipts have to be claimed in order for those expenses to hit the GL? It seems like if the Expense receipt is matched in the bank transactions prior to it being claimed then the system doesn’t allow for this expense to be claimed and then it never hits the GL.  Is this correct?If someone can give proper steps when working with expense reciepts on a corporate card, that would be helpful.   Thank you!

Hi all,Can anyone help me to create multiple taxes such and withholding and vat tax into single Bills and adjustment form. please RegardsVenuka 

Hello - Someone on my team is attempting to cancel two lines in a Purchase Order, but they want to leave the line on there as “0” amount for our records. When they attempt this they get the below error message:“To be able to process the line with zero quantity, clear the Require Receipt checkbox...”, and I cannot find that anywhere. Can someone please help let me know where this lives?Thanks!!  

I can’t seem to find a report that shows the salvage value, and I don’t know enough about report writing to do that. Is there a F/A report that has the salvage value on it?