Hi all! I’m new to Acumatica; we just converted on 12/1 from Quickbooks. How can I show an invoice marked as paid for my customers? They ask for a paid invoice all the time for their records. We sell high end products that many people need this for insurance purposes. Sometimes a customer will make a partial payment. Example, a customer has an invoice for $100,000 worth of goods for which he paid $80,000. I need the invoice to show: Total: $100,000Amount Paid: $80,000Balance Due: $20,000 Or if it’s paid in full, it would be marked as such and balance due would be zero. How can I do this?
This seems like a simple enough question but I can’t seem to find a clear answer on it so I decided to take to the experts here! In laman’s terms, what’s the difference between the following as it affects inventory and accounting? It seems to me they have the same functionality, but there has to be a difference between each one, no?Credit Memo Return for Credit RMA Order Return with Replacement
There’s many times I need to do an entry to hit a direct customer’s account in AR or vendor’s account in AP. How can I do this in Acumatica? Here’s a screenshot of an example how I used to do it in Quickbooks:
I imported my bank transactions and for the first time I’m trying to create missing transactions directly from the the right side of the screen and created rules for recurring transactions with specific criteria so going forward I won’t have to manually input them as they’re validated and I know what they are. However when I click ‘Process’ it won’t process them because it says the ‘extRefNbr’ cannot be empty. This field gets automatically populated from the bank’s Quickbooks upload file and I can’t modify it. Is there an option I’m missing to allow that field to be null or is there something else I’m doing wrong? Thanks in advance for any help you can provide!
Hi all,We’re getting to the point of closing out the financial periods after they’re reconciled so no changes can be made to them after the fact, but we’re not there yet. Having that said, every month I reconcile the bank accounts and release the reconciled statements. I’ve been doing this for many months now with no issue. This month I am off (my bank balance in trial GL balance is off). I back-tracked a few months and found a discrepancy started 2 months back and prior to that. My question is, how can I easily identify any changes to transactions after they’ve already been released in the reconciliation statement? Likewise, how do I easily identify any “new” transactions posted to the account for that financial period after it has already been reconciled for the month? Is there any easy way to view unreconciled transactions to a specific cash account? Or ones that were once reconciled and now say are deleted? To summarize:Issue: Somewhere along the way changes were made to prio
Is it possible to create a prepayment for a PO without having to tie it to a specific item/quantity within that PO? It’s very common for our international vendors to change their PO’s and that messes with any prepayments that may have been applied to those changed quantities. My question: How can I apply a prepayment to a purchase order in total without having to attach it to any specific item/quantity/percentage etc? The same way on the receivables side where you can apply a prepayment to an invoice as a whole. Example: Customer owes $10,000 and pays $1,000 towards it. System shows balance of $9,000 without having to apply that prepayment to any specific item within the invoice. Any help would be greatly appreciated!
People are voiding payments that have already been deposited to the bank and it makes for A LOT of unnecessary work when reconciling. In my eyes, there should be no reason to void any transaction that has already been released in a deposit. If, for whatever reason, you need to void a transaction; you would need to first void the deposit, do what you have to do and recreate the deposit after. Once a payment is deposited, it should be locked; period. Even Quickbooks had this capability; it’s very simple because the transaction is posted to the ledger when released in a deposit. But if this is too much to ask, we should at the very least have the ability to restrict certain users from making changes to released payments, especially if they have been deposited. Does anybody have any thoughts or workarounds to avoid this from happening?
Right now all of our current customers are defaulted to ‘Send Invoices by Email’ & ‘Send Statements by Email’. I believe it was how they imported it. I need to deselect these options for all but a handful of customers that need to be emailed their invoices. We have over 16,000 customers so going one by one isn’t really an option. Is there a way I can do a mass update to deselect these options for everyone then I can assign them to the few that needs to be emailed? Thanks in advance for your help!
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.