Financials

i am trying to setup Total row in ARM, after set formula in column. How do I display the total that I have created in the row set? I was asked to create a Trial Balance with an ending balance of Debit and Credit, as a result the column uses a fairly long formula. My guess is that because of the formula, the total row set cannot display the sum. or maybe because I am using a subaccount Row Set the total row set cannot display the sum. Thank you,Jefri

Hello Acumatica folks,Our emailing Statements fail to send, when the print invoices is NOT selected. But when the print statement is selected to the ones that did not process, they then process.  However we don't want to print and mail and also send an email.  If we have both selected we will print / mail and email.  We only want to email.  With invoices we select one or the other, not both.  How do we set NOT to print statements when we just want to email the statement?We can do one or the other or both.  We only want to do one task, not both.  For it to work I had to select both and that is not what we want to do.   Error Message:Email cannot be created for the specified report 'AR641500' because the report has not been generated or the email settings are not specified. We reviewed one account that worked and one that didn't work, one difference we notice is  that the one that didn't work doesn't have the Print statement checked, the one that worked does have this checked,   

Hi Team,I just want to confirm if there is a way for mass deletion of Account in Chart of Account Screen?I tried to map this in Import Scenario but there is no action for delete.Please let me know if you have other recommendation.Thank you!

Does anyone know if it's possible to add the Load Documents Options feature from AR Payments to AP Checks and Payments. In AP the load documents button seems like it only pulls the ~100 oldest records. This would save our payables team a lot of time and effort Screenshot from AR Payments & Applications below 

Looking for a detailed customer report I can generate.  Wasnt sure if there is a standard template already available in Acumatica or is it more of a customization?Just looking based on a customer:Invoice, Total, Dates, Due Date, Checks Received,  etc.I currently just use Customer Details and export to Excel and adjust that way, but wouldnt mind something a little more formal.

We have successfully set up the ACH Notification process to email out ACH remittance information to vendors.  The vendor payment information section only has one entry for remittance email.  Is there a way to set up more?  Can we just add a second email to that entry separated by a comma to sent it to more than one recipient or is there another place to add this information?

Hi,Is there a way in Acumatica to convert an inventory item to a fixed assets without manually issuing the items and converting to an asset?Thank you,Dulanjana

Hello community, A  client, on 2024 R2,  reported that a Voided Cash Purchase transaction was showing that it was created by user account that has been disabled for over 6 months.Our research, in both 2024 R2 and 2026 R1, found that when an AP Cash Purchase created by USER1 is voided by another user, USER2, the ‘Created by’ value on the newly created Voided Cash Purchase transaction is showing USER21 instead USER2. See example below.  Cash PurchaseBefore VoidAfter Void Voided Cash Purchase  Testing EnvironmentVersion: 2024 R2 (Classic UI) and 2026 R1(Modern UI) Tenant: Sales Demo Windows 11

Hello Community,We made duplicate payments for two invoices, and the vendor has already cashed both checks.What would be the best way to handle this in Acumatica? We would like to apply the duplicate payments as credits toward the vendor’s open invoices instead of requesting a refund.Thank you,

 Is it possible to restrict a Sales Orders with 100% prepayment required but an applied payment in Authorize-only status from advancing to shipping?  (also is there a way to edit the subject of this topic… I hit send a bit too quick!)

 I’m looking for a way to restrict user access to the Authorize only option on payments and prepayments We may need restrictions in two places but a bit uncertain when looking at this from Access Rights The pop-up dialog box initiated on sales orders The Actions menu on Payment/Prepayments (AR302000) Possibly these are the same?  I’ve tried editing the “Authorize” access rights under Payments and Applications>AR Payment>Authorize but it seems any changes made here revert to Inherited  Is it possible to only allow certain staff to Capture without permission to Authorize-only? 

On the Approval Maps (EP205015) screen, if I want to set the Approver to be the Owner of the document, which value should I select in the Employee field: ((Document.CreatedByID)) or ((Document.EmployeeID.Selected))? 

Hey Everyone,We are having quite the issue with acumatica because it seems it was not built for the way we run our business. I’m curious if anyone else has these problems. Our company very heavily relies on lot tracking and traceability. Basically, we need to know what lot was used in what, and what warehouse location it was transferred to and everything like that. And for this reason we are not able to just backflush inventory, we need to actually assign each box that we use to a production order. But in the instance of a production order, we usually issue a full 900kg of powder into a production order. That 900kg of powder has a cost to it, which is then given to the first move transaction of finished goods.The issue is that the cost (value) given to the very first move transaction is exactly the same cost of 900kg, even though in reality, we only used 50kg. Lets say we make 4 more move transactions, these next 4 have 0 value in the system. How is there not a way for the system to ac

Is it possible to set up a notification on the Bills and Adjustments screen so that users can understand the specific reason why a Bill requires approval? For example, when 'Remove Hold' is selected and the Bill status changes to 'Pending Approval,' the screen should display a notification explaining the underlying reason for the approval requirement.

We have many customers set up with term cash discounts such as 1% 10 Net30.  We do not want the 1% calculation to include freight or tax.  The 1% should be on product only.  Is there anyway to accomplish this?

Hi,One of my client has a requirement to have multiple lines for the same GL Account in the budget. They are not willing to go for  a subaccount structure hence the default subaccount will be used for each line.Has anyone come across this requirement and is there any workaround or appraoch we could use, Thanks!

Hey there, we are successfully creating settlement batches in Acumatica. But I’m finding that most of the transactions are missing and cannot be matched. If I copy the Proc. Center Tran. Nbr. and go to Receivables > Payments and Applications and search for that transaction number in the payment reference number of the payment I can find the transaction. So the reference numbers match, and the amount matches. The only thing that may vary a little is the date of the settlement vs the date the payment transaction appears in Acumatica.My VAR suggested changing the percentages of the  Relevance Calculation in Cash Management Preferences but I’m getting an error when I do that, and even upon some more research I’m not sure if that would help.Does anyone have any ideas? I have an import scenario that can create the bank deposits but from a GI I created but I’m hoping to just have Acumatica...well work lol. 

Hi guys. I want to ask is it possible to add project accounting module to general business license?Thank you.

Hello Everyone, so one of my clients have an additional Module in Acumatica for their budgeting program right and my client want to have Project Accounting, is that possible to add project accounting module to general business license?Please give us your advice about this, I really appreciate, thank you. 

Hi All,Where can I pull a report or something to see audit history? I need to see when users were added and removed, those types of activities. The auditors need this info 

Recently since last week we have been notice Dashboards are changing without any interaction . I am trying to find the root cause but no changes has been made. I am raising this in community so get some help to troubleshoot this issue. Below listed issue we are facing currently . Financial  year 2025 and 2026 turned into Calendar year 2025 and 2026-  the graph chart  The table data Sales by month missing value for Feb  FY2026 and Jan FY2027 Sales by product YTD shows accurate data but for last year not current year -Donut chart Ales by product MTD - donut chart disappeared  Total sales MTD -shows 0  

In the Posting Class, I’ve configured the Subaccount to pull the first 3 segments from the Warehouse. I also have the subaccounts set up on the Warehouse level. However, when I create an SO, Shipment, and the resulting GL transaction, it’s still pulling from the Inventory Item instead of the Warehouse. Am I missing a setup step somewhere?

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