Hey everyone, We’re looking to onboard a customer with about 4-6 companies, each with their own chart of accounts. Likely, they’ll have to run on different tenants because of the chart of accounts difference. I’m looking into 6 tenants, each with each other as vendors. This means, they’ll be running cross-company transactions across tenants. Any easy way to go about this besides my vendor solution? Thank you!
I created a Proforma and released it which created an invoice. This invoice was also released and it was in the “Pay” state. Later, I realized that the “Amount to Invoice” was incorrect. So, I created a credit adjustment for that invoice. Now if I run a Billing for the project the “Previously invoiced amount” is incorrect. I tried to go back to the Proforma to “correct” it but it gave me the below error message. I am not too sure where to go from here. Any ideas? Please and Thank you!
Hi Team,Currently, I am testing AP Document Recognition. I need some clarifications regarding the PO invoice. Once the PO and Receipt are posted in the system. By using the Incoming Documents, I am pushing the invoice to the system. Here, my query is related to the inventory price update during the process. Awaiting for your replies.
I am trying to create a new customer in Acumatica using the API URL https://acumatica.ipaas.com/AcumaticaERP/entity/default/22.200.001/Customer. The request body that I am using is as follows:{ "CustomerID": {"value": "Checking2"}, "CustomerName": {"value": "Aurangzeb"}, "CustomerClass": {"value": "LOCAL"}, "StatementCycleID": {"value": "EMO"}, "DiscTakenAcctID": {"value": "CHECKING"}}However, I am getting the following error message:"error": "Inserting 'Customer' record raised at least one error. Please review the errors.; DiscTakenAcctID: 'Cash Discount Account' cannot be empty."The DiscTakenAcctID field in the request body is set to the ID of a valid cash discount account. I am not sure why I am getting this error.Can anyone help me troubleshoot this issue?
Hi Acumatica Team, Is there a way to connect a customer contract to a projects? Set up will be done in the customer contract but the billing process will de done on the project screen. Thank you!
Has anyone been able to get Divvy to work with Bank Feeds? Our client purchased Bank Feeds and they use Divvy, but Divvy is not an option under Plaid or MX. I researched and found that Divvy uses Cross River Bank, but the client was unable to setup using Cross River Bank. Is there a way to get Divvy to work with Bank Feeds?
Any expenses and documentation associated with a project should follow the default branch of the project, not the branch you happen to be in. It is unrealistic for every employee to change the branch they are in to put in an expense for that branch. In Project Management and Construction in general, the project branch should rule all. We have to change the branch on every expense, payroll, AP, Subcontracts, POs, and project transactions. Every company I have talked to that uses branches in the construction industry has this same issue. I talk to many potential clients and this is something they are concerned about to. This requires a TON of back end work to correct every entry that gets put in by employees not in accounting. Especially anyone using the App. There isn’t an EASY way to change the branch on expenses put into the app.
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