Technology Partners and Customers

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?

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.  ExampleIf you have a field like "GLAccount" (e.g., "100-2000-300") and you want to extract the first three digits, you would use a formula similar to th

Generic Inquiries (GIs) in JAMIS Prime v8.0 allow for conditional formatting of rows, enabling users to highlight rows based on specific criteria. This feature enhances data visualization by visually distinguishing rows based on their data values. To implement conditional formatting in a Generic Inquiry:Navigate to the Generic Inquiry: Open the Generic Inquiry in questionSelect the Results Grid Tab: Go to the "Results Grid" tab, where you'll find the "Row Style" box.Click the Pencil Icon: Click the pencil icon within the "Row Style" field to open the formula editor.Enter the Formula: Write an IIF statement to define the condition for highlighting. The formula should evaluate a specific field and apply a style based on the outcome.Specify Styles: Choose the desired style (e.g., color, font) for rows that meet the condition and optionally, a different style for rows that don't meet the condition.Validate and Save: Click "Validate" to check the syntax of your formula. If valid, save the G

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?

Hi Team, I have installed MYOB Advanced Build 2024.210.100.3447 [24.210.0019] on my local system and successfully applied a developer license key. After applying the license, the site and standard screens are loading fine.As a test, I created a simple customization project that adds a boolean field to the Sales Order (SOOrder) header via a cache extension. There are no other changes in the package.However, when I attempt to publish the customization, I encounter the following error during the validation phase attached a copy for your review. There are no additional errors or detailed messages provided in the output log.What I Have TriedRebuilt the customization project in Visual Studio (no compile-time errors). Confirmed that the field is added using a clean PXCacheExtension of SOOrder. Confirmed no duplicate extension classes. Restarted IIS and cleared temp files in the validation directory. Tried on a fresh copy of the instance.RequestCan someone advise how to resolve this issue or i

How Are You Using JAMIS Prime Dashboards? Let's Share Ideas! Hey JAMIS Prime community! We’re looking to level up our use of dashboards in JAMIS Prime and would love to hear from YOU!How are you using dashboards in your organization?Are you tracking project health? Monitoring indirect rates? Flagging overdue timesheets or unbilled revenue?We’d love for you to share: Your favorite dashboard widgets or KPIs Any custom dashboards you’ve built for specific roles (e.g., PMs, executives, accounting) Tips or best practices for keeping dashboards clean and actionable Visualizations that help drive decisions Lessons learned (what not to do!) Whether you’re a power user or just getting started, your insights could help others improve visibility and efficiency across their organizations.**Drop a redacted screenshot or describe your setup below!**Let’s get a great thread going to inspire each other!#JAMISPrime #Dashboards #BestPractices #GovConTech

Hello All,I have prepyament entry but it didn’t applied the bill. Also, the bill is created and closed so how to clear out prepayment. it’s still open status.