Topics started by erin
Hi EveryoneCurrently , we have create a generic inquiry to combine table invoice and memo and table payment and check in order to get the column for “ due date “ and “ payment date” If we would like to get system to calculate the day of over due , which mean “due date” minus “ payment date” in order to get the day of over due. May i know how to do this in generic inquiry? Hope to hear from you soon.
HiNot sure if anyone know how to reserve the inventory once the invoice released?We encountered a senario as belowCustomer last mins cancel the shipmnet which mean the invoice that we generated is need to cancel. How to cancel invoice and reverse the inventory ?Could anyone give me a guide/Step?
Hi SirI would like to do bank recon in system. However , i am not able to import the bank transaction that i extract from bank under excel file (refer to below) Not sure what is the problem? Could anyone give me a guide/step to import/upload the bank statement transaction to system for me to do the bank recon?
Hi Anyonei would like know more about the landed cost in accumatica. As i know once we entered the landed cost . it will become part of value of inventory instead of freight cost expenses. Not sure if my understanding is correct?As we would like to know the freight cost of each import shipment or outbound shipment, Not sure if acumatica got this function to let us take in the freight cost?Hope to hear from you soon.Thank you
Hi Now i currently the chart color all are blue .May i know how to change to other color that we preffered like green , orange , purple and etc .Understand we need to go in the chart setting to type in the common. Not sure who can share with me the step of how to change the color or any video link can send to you? Thank you very much
Hi SirWould like to check with you something related with sub accountCurrently , our subaccount is xxx-xxxx ( Dept-Analysis), 2 segment key We would like to add in one segment key for project become xxx-xxxx-xxxx (Dept-Analyis-Project), 3 segment keyIf we add in new segment key, is is there any impact for those transaction is only 2 segment key?Any issue when we run any report , like trial balance, BS and P&Loss?Hope to hear from you soon.Thank you
Hi Anyone know how to split the profit & loss financial report based on branch?Currently, our Profit and loss financial report is combine 2 branch into one.Based on existing combine Profit and loss financial report, Not sure if anyone one know how to create/split a Profit and Loss financial report to individual branch
Hi SirAnyone can advise how to the transaction flow for the Return to Vendor Process in Acumatica as the return will be replacement back instead of refund the payment to us.We understand that once inventory issued , it will reflected to inventory stock ( reduced) and increase the cost of purchase. CR : INVENTORYDR : Purchase ( cost of good sold)However, if this return is send to vendor for repair/rework and it will be send back to us again.If based on above double entry , CR: Inventory and DR : Purchase , it will reduce the inventory qty and increase the purchase (cost of good sold)Not sure how it record in system while we waiting for the goods send back from vendor where not reflected the puchase and inventory? otherwise it will effected the cost of goods sold on particular month Hope to hear from you soon.Thank you
Hi Anyone know how to set the email notification in “ Time and Expenses”?We would like the system can auto send out the notfication email to the sender when their claim is approved so that sender can go in and release the claim accordingly.Otherwise , sender dont know when the claim is approved. Hope to hear from you soon. Thank you
Hi SirWe would like to create a invetory code for new product line , the account code will be 14721 .We understand that the account code posting for inventory is controlled by posting class.Need to create a new posting class for this new product line. When we create a new stock item and assign this new posting class, then system will post to these new account code. My question is what is posting class referring to?Is anyone can guide me how to do the above create the new posting class in system?Hope to hear from you soon.Thank you
Hi AllI am thinking to add the link -Accumatica Financial Report - BS and PL into the dashboard.So that we can get the financial statement BS and PL after click the URL link from dashboard directly instead go in to financial module to look for the financial statement - BS and PL? Anyone can help and advise on this matter?Thank you
HiI received the error msg for the below , Not sure how to add it into the control account.Is there is any problem if we dont add in the inventory into control account? Actually system allow us to save and close it without problem. When next time we open again , there is no this kind of messgae pop up.
Hi Sir I have set a recurring transaction , start date is 1 Nov , run at every month and end of the day.However , i did not see any recurring transaction generate on 30 Dec 2020 for the below, does it mean i need to go recurring transaction to “ RUN NOW” instead system can run it for us?
Hi AllCurrently, we have auto trigger customer statement to customer every month.For those over due customer , we would like to send reminder and would like to use “dunning letter send by email” May i know how to set for it?We have “tick” the “ SEND DUNNING LETTER BY EMAIL” what is the next step?Does it mean system will auto trigger to customer once the invoice is over due?
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