Financials

Just wondering if there is a way to we enter ABN details for a customer?

What is the proper field to use in the Link to Entity for in the Email Template used as subscriber for Business Event based in AR InvoiceThe desire is to have the email appear in the activities of the Invoice. (I am unable to shows my current config with customer data)    

Has anyone ever been successful importing the postal codes. I understand Acumatica has the option to upload the postal codes like it does for Journal transactions, but I would like an import scenario to upload the postal codes based on each tax zone. It takes a long time to do it the way Acumatica has it setup. Thaanks

Payment has been made so status of the invoice and memo should be closed. The ‘Pay’ button is still enabled. I want to complete the project but this is preventing me from doing so. The application tab on the invoice shows a payment line of closed status.

Hi Acumatica Team,Related to Acumatica Artificial Intelligence how can I habilitate the AI Acumatica Assistant button or features AI in 2025v1, I see in the demo videos that appear this botton, but in my Acumatica I cant see this feature:Thanks,

Dear Acumatica Support Team,I would like to seek your guidance on handling a purchasing scenario involving multiple suppliers during bidding process.In our case, we need to purchase several items from different suppliers because some items are more cost-effective with one supplier, while others are cheaper with another. For example, we may need to purchase three items from Supplier A and another three items from Supplier B within the same purchasing process.In some cases, we already receive market prices from vendors and clearly know the pricing in advance. For these situations, we do not require a bidding process. However, for certain items, we may still need to compare prices across multiple suppliers before making a purchasing decision.Could you please advise on the recommended way to manage this scenario using the requisition or purchasing features in Acumatica? Additionally, if there is any supporting documentation or step-by-step guideline that explains how to handle requisitions

How to generate a GL detail report for a range of GL accounts? Can the report sorted by GL accounts instead of batch numbers?

HiIs it possible for a journal batch to be input by a junior employee and then held waiting for approval by a senior approver? thanks in advance

Hi, Is it possible to do a “bulk edit” of customer ID codes in MYOB acumatica as follows (refer below)?export customer list to excel make the changes to customer ID codes in excel upload the updated excel spreadsheet to MYOB (to be processed that same day)thanks in advance

 The AR numbering sequence is currently set up to use a single sequence for invoices, credit memos, and debit memos as below; However, upon review, duplicate reference numbers were identified as outlined below: Could you please advise what may be causing these duplicates?

We have an original invoice of $10,000 with 2% cash discount for payment within 10 days.We returned goods worth $1,000 via debit adjustment.The system still calculates cash discount based on the original invoice amount ($200 discount), instead of the adjusted net amount of $9,000 (correct discount should be $180).My temporary workaround: I used a $9,000 debit adjustment to offset the original bill, then recreated a new $9,000 bill to get the correct payment amount.Could anyone advise if this method is acceptable? Are there better solutions?

Is it possible to link a fixed subaccount to a Customer/Vendor?For example: I want all transactions for Customer A to automatically use subaccount AAA-0000-0000.Can we do this in the settings? Thanks!

Hello,My client needs to upload a lot of disposed Fixed Asset in Acumatica.When I did the upload of arraund 5,000 FA I didn’t have problems with the fixed Assets with Active and Fully Depreciate Status, but when I try to import disposed FA the sisten generates active status for disposed FA. Please can you help me with the step by step of the upload of Dispose Fixed Asset by Import Scenarios?Thank youKarolina Ramírez.

We find ourselves in a position where the subaccount structure that we have is very unhandy to modify or extend. Yes it can be done but it’s cumbersome and will make reporting look very messy as subaccounts will overflow all standard text fields.Acumatica has virtually 0 flexibility to change anything with an existing subaccount structure. How do companies that are growing, adding new regions, new business divisions etc do this? A 20MM business does not have the same reporting needs as a 50MM/100MM/300MM business.You can’t plan the future perfectly and it feels like there’s no flexibility in Acumatica’s subaccount structure for this change and growth. Does any one have suggestions for how to handle this?Specifically: There are two entire segments of our subaccount structure that I would like to eliminate, and insert another segment between two existing ones.Coming from QB, we fundamentally misunderstood the term “subaccounts” to mean something similar to what QB means. I wish Acumatica

I am trying to create a Return for Credit for one of my customers. Usually I am able to attach/link an invoice to the RC and add the item so it returns back to my inventory. However, this particular customer/invoice does not populate the product that needs to be returned back to inventory. Does anyone have a suggestion or is there something I may be missing. I don’t want to just add the item without linking the invoice and then I end up messing up inventory or have issues refunding my customer when I do the Credit Memo. 

When processing a Purchase Receipt, the system automatically generates a Journal Transaction hitting Account A and Account B based on the default setup.Is there a way to change the Subaccount for Account A for one specific Purchase Receipt only? I am aware that I can use the Reclassify feature if the document is already Released, but I want to know how to modify the Subaccount at the point of entry before the transaction is finalized.

Benefits of AP Document RecognitionAP Document Recognition streamlines processing of vendor bills that you receive in PDF format. AP Clerks spend less time re-typing data so they can focus on higher value tasks. Worker productivity: spend less time entering documents Accuracy: reduce data entry errors which may result in incorrect vendor payments Approvals: integrate with existing approval and workflow processes AI/ML: extracted data accuracy (vendor ID field) improves after manual correctionWho can use AP Document Recognition?Prior to April 1, 2023 Acumatica offered a promotion for up to 1,000 pages/month for free. After the first year, customers could purchase the feature.Starting April 1, 2023 all new and existing Acumatica subscription customers (does not include perpetual licenses - PCP) get 50 free pages so they can try the feature. Customers who already paid for the service get an additional 50 free pages. A vendor bill with a front and a back counts towards 2 of your 50 monthly

Hi,Has anyone successfully removed prepayment and payment amounts from the calculation of the aging buckets on the AR Aging report. I have the report filtering out the prepayment and payment transactions so they do not show up on the report but those prepayment and payment amount are still showing up in the aging balances. I need to remove the prepayment and payment amounts from the aging balances. Thanks! 

We have a specific use case regarding Equipment Time Cards: currently, when a time card is submitted, the system automatically generates transactions that post to both the General Ledger (GL) and the respective Projects. We would like to capture these costs within the Project module for tracking purposes only, without triggering a post to the GL. Is there a standard configuration or a workaround to achieve this?

We have multiple branches. How can i get my “Controller” dashboard to show all of those widgets for just one branch and not show it for all branches in total?

If I am wanting to use a statistical ledger for headcounts, what is the recommendation for how those values are recorded in Acumatica?  Is it by entering only quantities or debits and credits?  If quantity, how do you report on it?  If debits and credits, is there a way to just enter monthly totals and not have them aggregrate?  I am trying to create a way for our HR group to just enter monthly headcount figures against specific HC categories, so that we can then report off those values.  We also have Velixo.  i have tested but can’t seem to get quantities to pull into any reports or Velixo formulas.

AvidXchange powers embedded payment automation directly inside Acumatica. Built for growing finance teams, it eliminates the manual work of paying suppliers by managing payment execution, supplier enrollment, and payment operations in one seamless experience, so teams can scale without adding operational burden.SoftwareBelow is the customization package for Acumatica AP Payments, powered by AvidXchange. It allows you to utilize the embedded integration to AvidXchange on prior versions of Acumatica.  For the customization to work, you must have a license to the AvidXchange integration from Acumatica.Installation InstructionsReference the attached Integration for AvidXchange User Guide documentation for the setup procedures. Customization Package Works With AP Payments, powered by AvidXchange 26R1 26.100.0175 and higher AP Payments, powered by AvidXchange 25R2 25.201.0213 and higher AP Payments, powered by AvidXchange 25R1 25.101.0153 and higher  Update History:Date Version

We’re facing an issue with deleting a payment made via ACH-Ebiz Check. The customer received their payment quote and paid using the direct link we provided. They entered their wire information, and EBiz successfully captured the payment. However, after a few days, the transaction failed to deposit into our bank, and our bank informed us that the ACH wire was unsuccessful.Upon investigation, we discovered that the customer had mistakenly typed the routing number, which caused the problem. We then re-sent a new link for the payment through Acumatica - ACH Ebiz check link, and the customer successfully paid for the order.Now, we have two payments: one that is still open (the failed payment) and the other that was a successful Ebiz check charge.Unfortunately, we cannot delete the first payment that failed. We have tried to void the payment, but it was unsuccessful. Now, this payment is sitting in our undeposited funds account, which is not allowed. We need to have this first payment link c

Does anyone have insight on why our Bank Feed Transactions are progressively being available later and later? If I remember correctly, when we first started using Bank Feeds, yesterday’s posted transactions from the bank were available early the following morning. Now, they’re not available until after 1-3pm PST, and sometimes even later than that.We’re on 2025 R1, upgrading to R2 in a few months, using Plaid for the connection to Chase Bank.I’d think Plaid would be able to grab the transactions as soon as they’re posted in the bank.

Good morning,Is there a way to mass update a Customer Class while not changing any of the other settings on a customers account?  When I try changing the class, this pop up appears and it defaults to “Yes” but we want it to click “No” so our customers accounts aren’t changed for their terms.