Technology Partners and Customers

Hi — we’re exploring a 9/80 schedule (every other Friday off) and want to use the “split Friday” approach so each workweek still totals 40 hours. JAMIS Prime runs on Acumatica, and I can’t find a public example of JAMIS clients doing this. Has anyone here implemented 9/80 in JAMIS Prime (which screens they used, e.g., Timesheet Schedule / Time Card Profile / Overtime Rule), or can share a short description of how you configured it? Thank you!

Hi All, i have just started processing accounts payable payment runs using ABA files exported from MYOB acumatica payables module. The payment batch balances in MYOB, however, when i try to process in CommBiz our own bank details are missing from the ABA file. The bank details of the suppliers we are paying are correct, its just our bank account details that are missing from the ABA file (thus it doesn’t balance and CommBiz won’t process it). We have managed to edit the batch in CommBiz but i would like to fix the issue before it gets to CommBiz. Thanks in advance. 

hi,has anyone integrated detrack with Acumatica, we recently purchased the detrack system & I can't seem to find a way for them to communicate with each other

Did you know labor doesn’t have to exactly match your payroll timing? Something we decided during implementation was to process labor weekly (instead of matching our biweekly payroll) and to not process labor in summary. This has enabled us to make our billing much more accurate and timely, since Billing only has to wait a maximum of 7 days for posted labor. And we’ve been able to provide much more accurate, in-depth reports to our program managers and our customers. 

Hi, is anyone here using Acumatica Payments (Integrated Payment Processing)? I was looking into integrating our payments into MYOB Acumatica, but this feature isn’t available for selection in Enable/Disable Features and is unticked in the Licence Maintenance screen. Is this available in MYOB?TIA.  

We recently discovered that terminated employees with their status set to Inactive (we do that for never started hires or employee’s that have been gone several years), still appear in A/P Bill Entry because apparently their “vendor status” is still active. But I can’t find anything under the employee setup to change that. Any suggestions? Employee setup: Vendor list: 

For all JAMIS Prime ERP Customers that are looking for some live training, we have training schedule for each month on our JAMIS Prime ERP Help Site https://help.jamisprime.com/ Click on PRIME FAQs & RESOURCES tab, then scroll down to the Events Section. You can either go to the Month under Training Schedule and click on the hyperlink to register for a class or go to the Training Outlook (Dynamic Calendar), select the Class from the day of the week and click Location/Registration Link to register.Option 1:NOVEMBER 2025Processing Series: Accruals & Import ScenariosBeginner

Hi I added the RejectApproval action to my endpoint extension (24r2).Mapped : Reject@ApprovalThe rejection is successful if I allow rejection without a reason.However, I would like to be able to push the reason.How can I do this ?METHOD POSTENDPOINT /24.200.001/Bill/RejectApprovalBODY{  "entity": {    "Type": { "value": "INV" },    "ReferenceNbr": { "value": "REF0095" }  ,    "Reason": { "value": "Test Reason" }  }} 

MYOB Acumatica has out-of-the-box email notifications for actions like modifying Supplier/Employee payment details, email addresses etc.These emails are sent to the Security Contact Email, and sometimes also the Employee’s email.We used to be able to modify these and add additional email address etc.I can’t seem to find them as Email Templates or Business Events, so I’m wondering if they have been hidden at a system level by MYOB?Anyone know where to find them now?

The Gross billing amount for the project is based on the billing type. The Billing Type indicates how the system calculates billing and revenue bill amounts for project.  This is why the Gross Amount field is cumulative. In the example below, the Project is a T&M and the Bill for Overruns is checked. This means it ignores funding and bills everything. If not checked, it will only bill within funding.Gross Amount = Prior amount + Sales amount - Prior Overruns (2,061,629.80 + 61,719.80) - 61,629.80 = 2,061,719.80 Note: The Gross amount and invoice is also affected by the project's Limit Extract to Funded Limit check box on or off. 

In projects we have a business flow where the client receives money in and then pays a portion of that out. The difference is the Actual Income on the Project.  For a few reasons we didn’t want to show to AP payment in the Actual Expense. We created an Account Group of the Income Type and added the 2 GL Codes, the Income type GL code for the Income and the Expense type GL Code for the portion of the Income that is paid out. That means that the Revenue Cost Transactions always have an AR Invoice EG $20’000 and a AP Bill EG $5000 and in versions up to 2023.1 the Actual Income calculation calculates the income as $15’000. (AR-AP)Lovely solution and everyone was happy… then Version2024.1 and in Acumatica 2025.R1  with the new calculation to include the taxes, the Actual Income calculation ADDS the AP Bill to the AR Invoice rather than subtracts as it did previously.This effects all new transactions, and creates an incorrect actual income if an existing project is recalcula

Since we started using them, Business Events have played a large role in the administrative side of our company.  Sending out late approval reminders, automating import scenarios to help with security, and notifications going out to inform employees of data integrity errors are a few of the use cases that we have found for business events. I wanted to share how I created one of our most used Business Events. Our most common use for Business Events is ‘Late Approval Reminders’.  Previously, we started running into issues where approvals during the purchasing processes weren’t getting done in a timely manner, which was slowing everything down. The Purchasing team didn’t have the bandwidth to keep an eye on what was still pending approval, then trying to hunt the employee down to get the approval completed, before often learning the employee is out of office and that the item needed to be rerouted for approval again.To sum up the lengthy tutorial, a generic inquiry

It’s a simple hack but did you know you can rename menu items for clarity? This is especially useful when you have multiple menu items named the same thing, but they are actually different forms/reports. (Yes, you can hover over the item and see if it has a different ScreenID, and pay close attention to the category, but not every user knows to pay attention to that, plus it’s an extra step.)For example, back in JAMIS 7, the default was to have “Close Financial Periods” be the name for several of the forms - Banking, A/P, A/R, etc. This caused confusion because our team didn’t realize they were different forms. They would check for Unreleased Documents in one, assume there were none anywhere, and then hit issues later because they had only checked A/P, not A/R, and so on. So we renamed them. Now our team can work their way down the list and know exactly where they are every step of the way. I’ve noticed that this specific scenario is no longer a problem with 8 & 9 bu

I’ve installed MYOB Advanced Build 2024.210.100.3447 [24.210.0019] and applied the developer license key successfully. I can see some default screens like Stock Items and Sales Orders, but I’m unable to access screens like:Inventory Preferences Warehouses Shipments InvoicesI have verified access rights (granted full permissions including delete), but the screens still don’t appear.Is there anything else I need to configure after applying the developer license to make all standard screens available?Thanks in advance!

Hi All, we are having issues where we enter a proforma invoice from a new supplier into MYOB Acumatica and pay it by bank transfer. The supplier then sends us a tax invoice with a different invoice number which is then paid again (if we aren’t keeping an eye out for the real tax invoice).We were just wondering the best way to treat proforma invoices as we don’t wish to pay by creditcard and the suppliers are unwilling to issue a tax invoice without upfront payment (as we are a new customer with them). thanks in advance. 

Hi,I am modify a pre-build payroll report called Employee Detail Data (MPPP4075). I’ve created my changes with the “Edit Pivot Table” button, and “Saved As” a new pivot for this report.For one of the Rows, if there is no value, I would like for nothing to be returned in that cell, i.e. a blank cell. But unfortunately, the system is returning the words “Is Empty”.The setting is currently set as per screen shot, with nothing entered into this setting.Can anyone help to make this cell blank??

Have you discovered/re-discovered the Pop-Up Note feature?This simple tool can be a game-changer for communication and compliance for customer accounts, vendor accounts, inventory items, and business accounts; especially when it comes to: Alerting users to important reminders (e.g., billing instructions, project-specific rules) Providing contextual guidance right where it’s needed Flagging exceptions or critical info at the point of data entry It’s an easy way to boost visibility and reduce errors without relying on emails or extra training.Want to give it a try?Check out this step-by-step guide from the JAMIS FAQ/Help: 

Hi everyone!One of the most underutilized personalizations in JAMIS Prime is Side Panels!  Side Panels are available starting in v7.0 and evolve even more in v8.0.  In its simplest form, a side panel allows you to view a form from an entry list.  The most common example I’ll share is for AP Bills and Adjustments.  When you navigate to AP Bills and Adjustments you first see the AP Bills and Adjustments entry list.  If you configure this generic inquiry to include a Side Panel you’ll be able to view the full AP Bill on the side of the screen as you make your way through the AP Bills and Adjustments list.  Screen shots are included below.  While we used AP Bills and Adjustments for this example it can be done on any generic inuiry to include the AR Invoices and Memos entry list, the GL Journal Transactions entry list, etc.If you need more support with this or would like more information on how side panels evolve to include data entry forms you can review the product relea

Hello.Has anyone every considered the need to show what has changed on a PO when it is sent for approval via workflow so that the approver can see what the change is (i.e. when an order is changed, whether it is a $1 or $100,000 change)Interested to hear if anyone has built a customisation for this

A couple of posts by MYOBA partners have talked about OCR AP Process being on its way like this one AI in MYOB – What’s Coming Soon to Acumatica Any news on when we can expect this to be announced?

In this business case I want to dashboard a doughnut chart that displayes the product versions that customers are on, but we store the data as a long string (i.e. 8.0_20250306.1 Update 12) and for the chart I only want the first three places.  By using the Substring function I was able to add a column with just 8.0 and this made the chart and Legend much more manageable in the dashboard.Here's how:Add a calculated field to your Generic Inquiry. In the calculated field's formula, use the Substring(str, start, length) function. str: This is the field containing the data you want to segment, such as an Account or Subaccount field. start: This is the starting position of the segment you want to extract within the field, counting from the left (first character is position 1). length: This is the length of the segment you want to extract.