Technology Partners and Customers

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?

With this update, we’re excited to introduce the new Gemini AI feature in JAMIS Prime.Gemini allows you to search within your JAMIS Prime environment and ask questions directly from the system. It provides summarized results from all relevant wiki articles and documents across our help resources, including help.jamis.com and help.jamisprime.com.See example.If you are on version 9.0 and want to have this feature enabled, email JAMIS Support at support@support.jamis.com.Note: Gemini is still in its learning stages and may not yet include all information from our help sites. As with any AI tool, output quality improves over time as it learns from a larger volume of data.Please make sure to verify all results for accuracy.

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. 

We’re pleased to share that six new courses are now live in MYOB Academy, designed to help end users deepen their knowledge and get more value from MYOB Acumatica in Construction, Manufacturing, and Project Accounting environments. These courses focus on practical, real-world scenarios and workflows to help you confidently manage projects, production, and financial control in your day-to-day operations. New courses available  Construction  MYOB Acumatica Construction: Construction Project Management  MYOB Acumatica Construction: Project Accounting for Construction  Manufacturing  MYOB Acumatica Manufacturing: Basic Manufacturing Scenarios  MYOB Acumatica Manufacturing: Extended Manufacturing Scenarios  Project Accounting  MYOB Acumatica Project Accounting: Accounting for Projects  MYOB Acumatica Project Accounting: Project Billing and Change Management  How to access  Log in to MYOB Academy  Search for the course name or use the links provided above  Enrol and start learning 

Our company is working on internal controls and streamlining some processes and one of the ones that came up was a vendor-monitoring system to track contract renewal dates, department which uses the vendor, ownership of the account, etc. At first, leadership wanted to make a listing in Sharepoint that would have required a lot maintenance, not to mention it would have been double-entry since we already maintain a vendor list within Jamis. So we convinced them we could customize the vendor list in Jamis by adding the required user-defined fields under Attributes. The best part is each attribute can be customized - some as text fields, a calendar, a list to select from, even a list with multiple selections. Then all that was needed was to add the fields to the Vendor Inquiry, and we have the resource the executives needed without having to maintain two lists in separate places.  Other examples we have used this for are to track Revenue by State under the Job lists. (We used to manually t

Hi All, Just wanted to wish everyone a Happy New Year! Also wanted to let you know that we have the 2026 Training Calendar available for registration of classes.  We also have the new updated dates for our 2026 JAMIS Prime Summit available. Check it out: https://faqhelp.jamisprime.com/(W(2))/Help?ScreenId=ShowWiki&pageid=0620ba7b-4a88-4089-8c04-26a3853dfe73 Thanks, Semond Atkins

Is it best practice to uncheck the Active box for old per diem schedules or should it not matter since the start/end dates dictate which one populates on new expense reports anyway? (The problem with making them inactive is when you go to look at old expense reports, the location description disappears in the upper section and you have to go to the per diem tab to see it.)

I am trying to pull the email in the tab below but i cannot get the correct result. I was able to pull the email from the general tab but not on the purchasing tab using Generic Inquiry. Any idea?  

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

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, 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 Accrual Process | 11/13/25 | 10am-12pm ET | Double Header w/ Report Designer! Data Migration Series Data Providers & Building Scenarios | 11/20/25 | 10am-12pm ET Preparing Data & Executing Import Scenarios | 11/21/25 | 10am-12pm ET Reporting Series Report Designer: Fundamentals | 11/13/25 | 1pm-3pm ET | Double Header w/ Accrual Processing! Option 2:For any attended sessions, please complete our survey

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" }  }} 

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. Turned off (the default): The system calculates the total of all of the project's job cost transaction records: billed amount + billing total burden amount + markup amount Turned on: The system starts to add the cost records from oldest to newest until the funded amount is reached without going over the funded amount. If a cost record goes over the limit, t

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 recalculated.Does anyone h

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 but it was a grea

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: How to Use Pop-Up Notes in JAMIS Prime I’d love to hear from you: How are YOU using Pop-Up Notes today? Any creative examples or helpful tips? Have they helped reduce back-and-forth or prevent mistakes? Let’s crowdsource some best practices! Drop your comments and screenshots below  

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 release notes found on

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?