Are there plans to be able to upload a receipt in the Expense Receipt using the URL and have it recognize values?
How can you manually update the cost of an item? I have a client using Stock Item so they can issue a PO. We want the ACTUAL cost of the item to populate cost on the Field Service Order. Currently, it is using no cost or the average cost of the stock item.
Mostly billed up front. It is rare in the Construction industries with maintenance contracts to bill in arrears. Generally, the billing is in advance or when the service is performed.
@jwiebke89 John, please add this to the Product Idea section so users can vote for it. You’ve made some good points.
This should have been flagged as an Idea not Question. I’ve created the idea, but couldn’t delete this question.
Done.@hannah21 @mike baio Please upvote this.
We considered an Export Scenario or Odata, but it was more cumbersome than the client wanted.
I believe this will resolve this issue. Thanks.
I have a few answers:Regarding Subcontract being closed automatically - these can be re-opened with a change order. Add the subcontract to the commitment tab and enter the amount of the change. If this is not happening, check your version you may need to upgrade.I don’t fully understand your question about Cash Allowances. I’m familiar with allowances, but I’m not understanding the discount. Maybe we can chat more regarding this item.I am an Acumatica consultant as well as I have experience as a CFO for construction companies.
This creates an open payment record and the AR is still showing with a status of open. How do you clear those?
Thanks, Mark.. I get it now. Appreciate the help. I entered the amount paid in the header, but didn’t catch in the original explanation that it needs to be entered as the amount paid on the detail grid as well.
Thanks, Laura. Your 3 step method is how I generally update the data as well. Users are finding it cumbersome. I appreciate your help.
What version are you on? The ability to prebill a co tract was added in 2021 R2 or 2022R1.
This can be for any check that is voided. Some business examples are for checks that haven’t cleared in the last year or 6 months. Sometimes it can happen as in this case where the check is issued at the end of a month. The client’s vendor states they didn’t receive the check so it needs to be replaced. They aren’t notified until the beginning of the next month. Technically the check is open at the end of the month it is issued because the void doesn’t happen until the subsequent month.
This has been added as a Feedback item.
I don’t want to void it in the period it was issued. Technically, from an accounting stand point, it was outstanding at the end of the month it was issued.
Got it resolved. I was making it much more difficult than it needed to be. Simple as adding a new line and multiplying the original line by -1, hiding the original line and then modify total line.Example:line # 100 - has the DNS settings - this line marked hidden - this line is not included in totalLine #110 - in value column formulas is: @100*-1 - this line is printed & included in total
Has anyone found a solution for this? since it’s been a year, thought I would check.
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