Is anyone using this document successfully through Aatrix in any jurisdictions? I have tested the output in Pennsylvania and Ohio and the design drops local taxes from the tax totals and deduction fields rendering it useless to the client. I would like to know if these issues are being seen in other states and if other partners have discovered a way to utilize this built in design, we have resorted to using a customized report through Acumatica report writer to acheive this functionality.
one of my clients is telling me that Aatrix does not have a capability in Ohio to file w2s for local municipalities. how are other users in the system working around this restriction? My clients are very confused on how to proceed and Aatrix support has been incredibly unhelpful.
My clients frequently request an ability to show Paid to date values for a specific project (AP and PR), and dollar received on a job (AR) cash entries are not job costed in the current iteration of the system. What workarounds do other partners utilize to satisfy client requests for paid to date values on a project?
Acumatica only supports 1099 NEC and MISC filing natively. Why are the others still excluded? When will the other options be available. This is another instance where Acumatica does not satisfy the year end filing requirements for my client base. Client’s do not understand why some 1099 filing options are not supported (I do not either)
I have a client who wants to add cross tabs to the approve for payment screen to be able to see details about a bill without needing to click into the details, to see details about a purchase order the invoice is applied against, and to add a few more cross tabs to show project related details related to the vendor and the invoice. cross tabs do not appear to be able to be added to processing screens via no code customizations. Does anyone have experience adding this type of data to one of these screens?
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