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Technology Partners and Customers

Forum for Acumatica technology partners and customers to collaborate on their unique products

32 Topics
satkins
Freshman II
satkinsFreshman II
posted in JAMIS Prime User Discussions
Welcome to the JAMIS Prime Global Community

Hi everyone, I am Semond Atkins, I will be your JAMIS Prime Community Moderator. I am excited to welcome all of the new JAMIS Acumatica users to our resourceful community. JAMIS is the only U.S.-based private ERP solution provider exclusively focused on government contractors and delivers an immensely configurable system that grows with our customer’s needs. At JAMIS Software, we understand the unique requirements of tracking and managing government contracts from beginning to the end while staying compliant with DCAA, FAR, NIST and other industry requirements. We pride ourselves with offering our customers tech-savvy IT services, cybersecurity, engineering, customer service, and other professional services. The partnership with JAMIS and Acumatica spans over 13 years. Our JAMIS Prime ERP system and developers have been recognized by Acumatica with numerous awards such as: MVP, and xRP Solution of the year. Throughout the years, we have worked closely with Acumatica to continue to deve

1380
satkins
Freshman II
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in JAMIS Prime User Discussions
Tags for JAMIS Prime Users

Please utilize the appropriate tags below for all JAMIS posts. This will assist members helping with response and users finding helpful content. • JAMIS• JAMIS-Time and Expense• JAMIS-Labor• JAMIS-Payables• JAMIS-Finance• JAMIS-Project• JAMIS-Receivable• JAMIS-Distribution• JAMIS-Planning • JAMIS-People• JAMIS-Subcontract• JAMIS-Manufacturing• JAMIS-Sales Orders• JAMIS-Assets• JAMIS-Banking • JAMIS-Rates• JAMIS-User Security• JAMIS-2FA/MFA• JAMIS-Mobile App Be sure to subscribe to this forum to get updates!

260
Chris Hackett
Community Manager
KimClarke
KimClarke
posted in MYOB User Discussions
Welcome to a global community

Hello everyone, I am Kim Clarke, an executive at MYOB. I’m excited to welcome all of the new MYOB Acumatica users to this vibrant community. As you likely know, MYOB and Acumatica are strategic partners, having exclusively worked together for over 10 years to bring the award-winning platform to Australia and New Zealand. As technology partners, MYOB works directly with Acumatica to localise the platform and create additional functionality like Payroll and compliance features specifically for Aussie and Kiwi businesses. Starting today, Aussie and Kiwi users get access to over 22,000 Acumatica users from all over the world. It’s an amazing opportunity to learn, grow, and share with people who face similar business challenges. To ensure MYOB users can recognise each other, and we can provide specific guidance for AU & NZ functionality, we are asking our community users to adopt the #MYOB tag in their posts. You can also subscribe and post in this forum for specific AU & NZ updates and que

1890
KimClarke
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in MYOB User Discussions
Tags for MYOB Users

Please utilize the appropriate tags below for all MYOB posts. This will assist members helping with response and users finding helpful content. • MYOB• MYOB-Payroll• MYOB-Workforce Management• MYOB-STP• MYOB-Super • MYOB-2FA/MFA • MYOB-Mobile App • MYOB-Professional Services • MYOB-User Security • MYOB-Licensing • MYOB-Bank feeds • MYOB-OIP Be sure to subscribe to this forum to get updates!

2080
Chris Hackett
Community Manager
satkins
Freshman II
satkinsFreshman II
posted in JAMIS Prime User Discussions
Get Token error or blank side panel when using the JAMIS Prime Outlook add-in

This issue affects all versions of JAMIS Prime. When using the JAMIS Prime Outlook add-in, either of the following issues may occur: The JAMIS Prime Outlook add-in side panel is blank. The following error appears at the top of the JAMIS Prime Outlook add-in side panel: Get Token error. Status: failed. Error: [object Object] Root cause for the issue The JAMIS Prime Outlook add-in uses Exchange tokens for authentication. Microsoft is ending support for Exchange tokens and has introduced a new authentication method for Office add-ins called nested app authentication (NAA). Microsoft has deployed a change to all users in Microsoft 365 tenants to turn off legacy Exchange tokens. For details, see https://learn.microsoft.com/en-us/office/dev/add-ins/outlook/faq-nested-app-auth-outlook-legacy-tokens. We are working to resolve this issue. In the meantime, you can use the following workaround. Workaround for the issue To work around the issue, turn Exchange tokens back on using the instructions

703
D
Freshman I
S
Freshman I
SujaFMSFreshman I
asked in MYOB User Discussions
Embed an image based on condition in MyOB Acumatica Report designer

Hi, Can you please help to display embedded image based on condition like ‘Branch Name’ in MyOb Acumatica Report Designer. Thanks, Suja

507
S
Freshman I
T
Freshman I
timdemetriou1Freshman I
asked in MYOB User Discussions
Credit card machine integration with sales order screen directly

Hi all Quick Question regarding credit card processing. How do you process credit card transactions using a card machine directly from the sales order screen, rather than using a Point of Sale system? Cheers Tim

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T
Freshman I
P
Jr Varsity III
pankaj65Jr Varsity III
asked in MYOB User Discussions
Credit card transaction processing

Hi, If we set up an NZD credit card in the system and configure a bank feed in MYOB Advanced, how can we ensure that all AUD purchases are accurately recorded as cash transactions processed through the bank feed transactions? Thanks

2718
T
Freshman I
Graeme Laughton-Mutu
Freshman II
Graeme Laughton-MutuFreshman II
asked in MYOB User Discussions
International Batch Payment File Formats

Does anyone have experience with creating a custom Payment Method/Export File that can generate a Batch Payment file to upload and create International payments? The MYOB Acumatica out-of-the-box options appear to only include: NZ Domestic Payments AU Domestic Payments The scenarios I'm looking to cover are: Paying from an Australian ANZ Bank to New Zealand Bank Accounts Paying from a New Zealand ASB Bank to US Bank Accounts

162
Graeme Laughton-Mutu
Freshman II
L
lewie100
asked in MYOB User Discussions
From Myob Advanced to MYOB Account Right - Any advice?

Hi Everyone, I have recentlyt taken over as the Finance Manager of an organisation that uses Myob Advanced. Unfortunately, the organisation has undergone a massive downsizing and MYOB Advanced’s functionalities are not needed and to be honest cannot be justified from a cost perspective. I’d appreciate any advice on how to move from MYOB Advanced to MYOB Accountright. Thanks

393
Graeme Laughton-Mutu
Freshman II
S
Freshman I
shane62Freshman I
asked in MYOB User Discussions
Westpac corporate credit card bank feeds

Despite the fact that there is a built-in “Westpac Business Credit Cards” option in the Financial Institution field on the Apply for Bank Feed screen, the credit cards cannot be found in the drop-down bank account field on Westpac website. Our client called Westpac and the reply was “credit cards can’t be set through Bank Feeds”. I put a question mark on this reply and am wondering if there is anyone setting up Westpac credit card bank feeds before?

493
S
Freshman I
A
Freshman I
abhishekkcFreshman I
asked in MYOB User Discussions
Alternative of MFA for Outlook add-in ?

We have just integrated our Azure AD and MYOBAdvanced for Single Sign On. It is working well. However, Outlook add-in has no feature of SSO yet. We wanted to use 2FA for Outlook plugin if it doesn’t support SSO. Can we enable 2FA only for few native users if SSO is already enabled in the system ? Looks like, It is not possible as the option is not available. Just wanted to have a confirmation on this topic. How can we make a login secured for Outlook plugin users in MYOBAdvanced?

927
A
Freshman I
salmanrahman
Freshman I
salmanrahmanFreshman I
asked in MYOB User Discussions
MS Teams and MYOB Acumatica

Hi there, Is the MS Teams integration feature available in MYOB Acumatica? If so can someone share some good use cases and how to configure it. One example I can think of…employe has an overdue task, and I want to send a Teams message/alert notifying that there need to complete the task.

301
Graeme Laughton-Mutu
Freshman II
A
Freshman I
abhishekkcFreshman I
asked in MYOB User Discussions
How access rights are defined in MYOB Acumatica?

Hi Community, I am struggling to maintain data security in MYOB because a user can see other users’ purchase request and so on. Please help me out. I want to manage it properly and document it. However, I am confused as it is complex to understand. In our scenario, there are 3 types of access rights. Access Rights by License Type Access Rights by Role Access Rights by Screen There are modules, forms, functions and what not. Example: If we grant ‘Employee’ License and ‘Administrator’ role to them. And both have different level of access rights. In this case, Which access right over-rides to each other? Is there a hierarchy ? Admins cannot modify access rights by license type as it is purchased accordingly. How does this all work Is there anyone experts here regarding this topic? Regards Abhishek

13110
R
Freshman I
C
Freshman II
CCCFreshman II
asked in MYOB User Discussions
Payroll Overpayment, closed period

Hi, We have processed overpayments to 4 employees. Payments have been made. The period has been closed off. Does anyone have experience in recovering payroll overpayments through MYOB Acumatica, and can provide a bit of a step by step guide? Unfortunately, the system does not allow negative amounts or figures for any payroll codes/items. It is also very difficult at manually adjust PAYG tax in this system. I have tested a newly created Pre-Tax Deduction code which kinda works, but I can’t adjust the PAYG tax. And this would not 100% correctly reflect the reversal.

584
Chris Hackett
Community Manager
A
Freshman I
AMcCallonFreshman I
asked in JAMIS Prime User Discussions
How to wrap title of menu item in workspace?

Is there a way to wrap the text for the titles of the menu items in workspaces? If you look at the example below, several of the listed menu items seem to be duplicates, but are actually similar pages with longer names that are different towards the end. Is there a way to wrap the text, or expand the ‘column’ sizes within the workspaces?

563
satkins
Freshman II
K
kvinson
asked in JAMIS Prime User Discussions
Best practice - old T&E Approval Groups

What is the best practice for T&E Approval Groups that are no longer needed/valid? We’ve been just letting them sit there, but would it be bad to delete them after a certain amount of time has passed? I always remove the employees from the group to a TERMED group so there isn’t anyone linked to it anymore.

251
satkins
Freshman II
O
Freshman I
ozzylebFreshman I
asked in MYOB User Discussions
MYOB Acumatica Training

Hi, who can provide MYOB Acumatica training? In person or remotely. I've been using Acumatica for 5 weeks now. I've previously used MYOB V18 for 20 years though. I'm based in Sydney Australia.

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O
Freshman I
A
Freshman I
abhishekkcFreshman I
asked in MYOB User Discussions
Does MYOB Advanced Support auto-assignment of default license to users during SSO ?

Hi everyone, we are new org trying to setup MYOB Advanced, and while trying to integrate MYOB with our Azure AD for Single Sign On purpose, SSO is working fine. But, the pain point we are having is license assignment. If we do not assign the license, user can’t sign-in even their account is synced from Azure AD with their roles. and to assign the license, we need to manually add the user via ‘Add user from Active Directory’ option. This will be a whole manual task for adding all users one by one and assign the license to them. Is there any solution/workaround for it ? Does MYOB supports auto assignment of default license during SSO? Please help. Struggling with this. will be really appreciated.

1496
WillH
Varsity II
J
jono
posted in MYOB User Discussions
Meet the winners and finalists of our inaugural MYOB Acumatica Awards

We're thrilled to share the winners and finalists for the first-ever MYOB Acumatica Awards - celebrating our incredible community of customers. Today, we celebrate innovation, excellence and outstanding use of technology to scale and solve business challenges. A huge congratulations to: 🏆 Women in Tech Award Winner - Natasha Jalani, Finance Manager at Kinatico. Supported by MYOB Business Partner AlphaBiz Solutions. 🏆 Breakthrough Business Award Winner - Signature Hospitality Group, supported by MYOB. 🏆 Business of the Year Award Winner - GoTransit Media Group. Supported by MYOB ANZ Partner of the Year, Kilimanjaro Consulting. Thank you to all our customers and partners who submitted stories and continue to drive growth, innovation and operational excellence. Read the full breakdown at the MYOB Blog

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J
K
kvinson
posted in JAMIS Prime User Discussions
ACH Email notifications / Additional Remittance Form attachment

How does everyone handle vendor notifications for ACH payments? We have a business event set up but after upgrading to 8, the Additional Remittance Form attachment started printing blank. The email was sending blank attachments for months before we realized. After a lot of trial & error (and searching the communities here) I was able to edit the notification to at least tell the vendor how much the payment was, and, eventually, I was able to get the Additional Remittance Form working again too. But it would be even better if I could get the email to list the vendor reference numbers and individual amounts paid.

941
satkins
Freshman II
J
jono
posted in MYOB User Discussions
Performance Incident

Wide ranging performance issue being reported 26 September 2024 - 10:38am Good morning Our team is currently investigating an issue affecting site performance for some of our MYOB Acumatica customers. We are sorry for any inconvenience this may cause, and thanks for bearing with us while we work on it. You can monitor the issue here

310
J
J
jono
posted in MYOB User Discussions
Introducing the first-ever MYOB Acumatica Awards. 

We’re celebrating MYOB Acumatica customers that are making big strides, levelling-up and providing inspiring leadership. Whether you're new to the MYOB Acumatica community, a veteran, or an inspiring female leader, there's a category for you: Business of the Year Award: Achieving serious growth with MYOB Acumatica? This award is for the community veterans that have been using the platform since before 1 September 2022. Breakthrough Business Award: This award celebrates customers who have been part of the MYOB Acumatica community since 1 September 2022 and have used the platform to making leaps and bounds. Women in Tech Award: For the inspiring women leading the way. Solving business problems and empowering women in the tech industry? Now's your time to shine. Big prizes to celebrate big success Winners take home a ticket to the Acumatica Summit 2025 in Las Vegas, USA and $5,000 towards flights and accommodation. Plus more. Nominations close 31 October 2024, so get started today. T&Cs a

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J
H
Freshman I
HazelLiu0601Freshman I
asked in MYOB User Discussions
Unable to write data to the transport connection, send Email From MYOB Advanced

Hi everyone, Recently, our company started using MYOB Advanced, and we want to send invoices directly from our Gmail account through MYOB Website. However, every time we send an invoice, we need to manually: Log in to the Client ID via an external application. Log in to the "Email Account ID" in the system email accounts, as shown in the screenshot below. I've also included the Gmail settings for your reference. More information: The Google workspace is connected to MYOB Acumatica as an external application. The Oth2 Authentication is used. The system requires to log into the Google account several times a day unless process the error below. 'Unable to write data to the transport connection: An existing connection was forcibly closed by the remote host.' Could someone please assist in linking MYOB with Gmail so that we don’t need to manually log in every day? Thank you!

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H
Freshman I
C
Freshman II
CCCFreshman II
asked in MYOB User Discussions
Dashboard graph modification

Hi, I’ve added a line graph to my dashboard and I’m having troubles making it look how I want. How can I increase the thickness of the lines? And I’d like to change the colour. I’ve clicked the colour buttun, but an “expression editor” is the next step??

591
nhatnghetinh
Captain II

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