Can someone let me know what the logic of the conversion of units of measure is. I have read the help area about 10 times and I must have a mental block as it seems to be the reverse of what I would expect for converting from one unit to another. i.e. I would think converting a box of 10 bottles to a base of 1 bottle would require the instructions to divide by 10 but the operand is multiply. I am feeling quite stupid about this so please be gentle..
Just getting used to the what seems incredibly formal statement process (for a small company anyway). I ran the statements for a period and forgot to enter one receipt of money from the customer, how do I re-run the statement to include for this extra money received on the last day of the month. It all feels very locked in and unwieldly to me as I am used to just re-running a statement as many times as I like. Best Regards Malinda
Can someone please tell me the value of the non-stock item feature. I am new to Acumatica and have seen on our system many non-stock items being set up for equipment such as desks and tables, actually broken down into their features, which are being purchased to set up as part of the set up of a new business. I imagine these are on-off purchases and I am struggling to see the point in creating any part numbers at all...why not just use the nominal (general ledger) code and the description. I kind of get it for labour and purchases you may be making frequently but otherwise I am not sure what the value is?Thanks in advance
I am struggling to even get started writing a Balance Sheet report on ARM. I have managed to cobble together a P&L which works but have no idea about how to start with the Balance Sheet coding. There were no basic templates on our system so I wonder if someone could give me a suggestion for column settings, using the basic balance sheet rules. I am fine with the rows.
Hello there I am trying to run the TB without suppressing zero balances so that I can make an excel sheet mapping to all my accounts (regardless of the balance) to build my own P&L and Balance Sheet. I have never managed to get this done within the application and don’t like the look of it anyway.So I have done this for the first month of our accounting year and have unticked suppress zero balances and yet accounts which have no entries are actually suppressed. What is going on I feel as if Acumatica is always trying to trick me! Is it only the Balance Sheet that this tick box responds to…? Best Regards All
Hello there we have a customer who intended to pay for invoices A+B+C+D+E+F...a total of ‘say’ USD50,000. However they made a mistake and paid for eg 45000.00. I want to see the invoices above as paid and a separate entry for the 5K not paid ...not allocated just sitting on the statement until they put it right. I have tried a few options but am not able to get this situation echoed on Acumatica. Obviously I want the bank entry correct so that I can do a reconciliation but I don’t want to part pay a particular invoice as this was not the actual scenario. I thought maybe I should raise a credit note !!!! and then re-invoice to take care of this but it seems very clumsy to do this. Best Regards Malinda
Hello there How does Acumatica allow me to for instance pay a USD invoice on the system with a bank entry in a different currency say GBP and have both the bank entry correct and the allocation against the Purchase invoice correct as well So for example : you have a USD purchase invoice of USD1000 and you pay this amount but through your GBP baml account and the exchange rate on the payment was 2/1 and so the GBP bank entry should be GBP500. I would expect to be able to make the payment entry as USD1000 and fix the exchange rate at 2/1 and for the bank entry therefore to fall out as GBP500 to match the bank entry. We will have this happen quite a lot as we have an employee who pays invoices in many currencies on our behalf and the PO and the Vendor invoice is entered in the originating currency but the bank entry paying this employee back will be in another currency so it could be A: Vendor Invoice RMBB:Vendor Invoice EuroC: Vendor Invoice GBP We need to clear these entries and allocat
AR report by Customer MC Does anyone have any ideas why the filters shown on the attached report will not allow the report to run with the warnings below. I have picked up the customer name from the drop down list so it must exist…? Thanks Expand All Collapse AllError: A column has been specified more than once in the order by list. Columns in the order by list must be unique. Send Raised At: 21/02/2023 13:47:00 Screen: AR.63.30.00 Details: Error: A column has been specified more than once in the order by list. Columns in the order by list must be unique. Send Raised At: 21/02/2023 13:47:00 Screen: AR.63.30.00 Details: Information: The item BAccountID is not found (restricted:False,external:True,value: ) Send Raised At: 21/02/2023 13:47:00 Screen: AR.63.30.00 Details: Information: The item CustomerID is not found (restricted:False,external:True,value: ) Send Raised At: 21/02/2023 13:47:00 Screen: AR.63
Hello thereWhat is the code for creating a date and time stamp which shows on a report when running it?Thanks
Hello thereWe are an importer of goods and often use sea shipments from the Far East, which means we are invoiced in full by the supplier when the goods are handed over to the agent at the port (say month 1) and then the goods can take up to 9 weeks to arrive and then they are booked in (say month 3).With previous software I have had two date fields, one the posting date which is when the entry arrives in the accounts and two the document date which is the date of the suppiers invoice. This way the invoice would be entered as the same date as the receipt of goods but the aging could be arranged by document date. All very helpful. Acumatica has only one date field avaiable for a purchase invoice and I am not sure what to do for the best. I know we could probably use Goods in Transit booking which is technically the correct way but we prefer not to as we are such a small company and would prefer one entry instead of two. (booking goods in and then transferring them once they arrive)….Doe
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