Skip to main content

Topics started by kboyko43

6 Topics
kboyko43
Freshman I
kboyko43Freshman I
asked in Financials
backfill box 7 for all yearly bills after vendor was deemed 1099-eligible

Is there a simplier way to backfill box 7 on existing AP bills once a vendor becomes 1099-eligible?  AP Bills that were created before vendor became 1099-eligible shows blank, while the AP bills created after vendor became 1099-eligible shows box 7. Currently i have to open every bill and add box 7 manually, which is a huge waste of time.

11
C
Freshman I
1 year ago
kboyko43
Freshman I
kboyko43Freshman I
asked in Financials
Adjusted Cash balance (for CA module)

Is there any way to see the Adjusted Cash balance in Acumatica?  it would essentially be the the value of bank account, plus unreconciled checks, minus unreconciled receipts, plus other adjustments such as reversals?  This is especially valuable when doing cash management exercises for bill payments.   Maybe this functionality already exists, but we just don’t know about it?

5
kboyko43
Freshman I
3 years ago
kboyko43
Freshman I
kboyko43Freshman I
asked in Financials
Creating AP check disassociated from AP bill

Hello,  Our company is a 2020R2 users. In the course of our financial workflow, we would like to create AP Checks and Payments (AP.30.20.00) first and then link them to open AP Bills and Adjustments (AP.30.10.00) later.  This would be done because i would like to match AP Checks to bank transactions as soon as possible, and then book the proper AP bill. I played with it in our system, but it seems that Acumatica’s workflow is only to create AP bill first, then create a full or partial AP Check and Payment. The “Receivables” module allows for AR Checks and Payments to be created separately from AR Invoices, but not the “Payables” mode.   Is there a reason why i cannot create AP Check separately as unlinked from AP Bills? Thanks,Kirill

7
Olga Anisimovich
Acumatica Moderator
3 years ago
kboyko43
Freshman I
kboyko43Freshman I
asked in Reports and Generic Inquires
General Inquries: Need to enable pop-up navigation to CATran.OrigRefNbr

Hello Community,  I’m trying to create a Generic Inquiry which would closely mirror CA303000 - Cash Account Details.  One thing I noticed is that PX.Objects.CA.CATran.OrigRefNbr is not typically a navigable field (you cannot just click it and it would bring you to the transaction).  I suspect this is because there are multipe modules which have their own unique Reference number (AP Check, AR check, etc etc). Does anyone know how to replicate the one-click navigation using a combination of Transaction type and Reference Number? Thank you,Kirill

5
Naveen Boga
Captain II
3 years ago
kboyko43
Freshman I
kboyko43Freshman I
posted in Financials
Dismiss not needed transactions from "Generate Intercompany Documents" screen

I’m a user of 2020 R2.  I noticed that in the “Generate Intercompany Documents” screen (AP503500) - it shows all historic eligible transaction here, but i don’t see a button to dismiss the transactions that i will never ever need.  What this does is creates a giant backlog of transactions which Acumatica thinks are ready to generate intercompany tranactions that won’t ever be used.  This makes the navigation in that screen hard. is there a way to dismiss the unneeded transaction candidates if not, does anyone think introducing the “hide” functionality might be a good idea?

3
Olga Anisimovich
Acumatica Moderator
3 years ago
kboyko43
Freshman I
kboyko43Freshman I
asked in Financials
Looking up all payments per branch per year

Hello Community,  Can you please suggest an out-of-the-box report or a simple GI for all AP Payments per branch for a year.  This must include both checks done in Checks and Payments mode (AP302000) as well as QuickCheck mode (AP304000) Thank you,Kirill

1
V
Acumatica Employee
2 years ago

Badge winners

Show all badges
Terms & ConditionsCookie settings