Often a client will issue a check in one financial period and then void it in another. If the check is voided before the bank reconciliation is done, the check has a balance of 0 on the bank rec.The proper way to handle this is to include the amount as outstanding in the month is was issued and voided/cleared in the month it was voided.For instance, if a check is issued 8/15/2022 for $5,000 and voided on 9/10/2022. The August, 2022 reconciliation needs to show the $5,000 as an outstanding item.
On the Change Order form, it is helpful to have the ability to create Owner and Commitment Change Orders and revise the budgets in one form. However, the change order form tracks the Revenue Change Order number. We also need the ability to track the Commitment Change Order number. The Change Order to the Customer is rarely the same change order number to the subcontractor or supplier. Also, there could be multiple commitments on one Change Order reference number. Each one of these commitments will more than likely have a different change order number.
Does anyone have a process that will produce a progress billing based on units in place instead of % complete?The concept is similar, but the SOV is based on Units and Unit Cost to calculate the amount. Also, need to show Units Previously Billed, Units Billed this Period, Total Units Billed. Each of those columns would then be multiplied by the Unit Price to calculate, Previous Amount, Amount this Period & Total Amount.
I have several accounts for intercompany transactions that have an account class of “IC”. The client does not have different accounts for AR and AP intercompany.When they print the Balance Sheet, if the net of the Account Class is positive, they want it in the Asset section and if negative, they want it in the Liability section.Does anyone know if this is possible and if so how to do it?Thanks.
It would be helpful to set up Projects if the “Default Values” would update from the Project if they are left blank on the Common Task.Often, a client wants to set up Common Tasks to allow for ease of setting up Projects, however, the Default Values need to update from the Settings tab on the Project just as they do when creating a new Task.
Does anyone know if there is a way to specify a Vendor lien waiver form based on the Project or Customer?
Is there a way to print a report designer report to a file? I need a straight text file, not pdf and not Excel. I also don’t want to use Export integration but this is the only way I’ve found so far.
I would like to confirm that the Expense Receipt Recognition is available via the Mobile app only. Is this correct?Do you know if there are plans to add this via the URL?Thanks.
What methods are you using to update the data attached to an import scenario data provider? I have a client that needs to repeat an import scenario to create requisitions. The data source is an Excel spreadsheet and will change quite often as they start purchasing material for a project. I also will have multiple users running the import scenario and I am trying to figure out how to avoid them stepping on or replacing each others information.
I have DocuSign configured and working. Here is my question - when processing a document, such as Subcontracts, do I have to print the subcontract to a .pdf, then attach the file to the form in Acumatica, then click Files, then Edit then ESIGN?Is there an easier way to get the document attached to the Files without saving as a pdf first?
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