Technology Partners and Customers

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. 

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

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

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.**Dro

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. 

 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

I was just wondering why the "Reason Settings" option is hidden in the Approval Maps in MYOB Acumatica?I was hoping to enable 'Reason for rejection', as my company's CEO requested that a reason be required when rejecting approvals. However, I can’t seem to find any option in the Approval Maps to make the Reason for Rejection mandatory — unlike in standard Acumatica.Would you happen to know how we can utilise the Reason field in the Approvals tab across any screen? At the moment, it’s always blank.Figure 1. From Standard Acumatica Approval MapsFigure 2. From MYOB Acumatica - Reason Settings missing Figure 3. Reason field in the Approvals tab 

We currently run Prime Version 8, Update 12Question 1: The Approvals screen (EP503010) doesn’t allow approvers to see the timesheets that they have already approved. Sometimes they need to reject after approving  (same day, prior to processing), which they can do on the Timesheet Approvals screen (WM3033JM) on the All Records tab. Will this be available on the Approvals screen (EP503010) when the Timesheet Approvals screen (WM3033JM) is removed in a future version?Question 2: Is there a way to scroll through timesheets pending my approval instead of having to go back to the list in between each one?Thanks for your help,Dianne AguileraIMS, Inc.

In our current version of Jamis Prime, the workflow on the Vendors screen (AP303000) is read only. I would like to create a custom workflow for vendor approvals. Is there a configuration I can select that would allow for me to extend the workflow to include our requirements? 

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?  

I Created a new customization project in Myob Acumatica instance in Build 2024.110.101.1720 [24.110.0017].   And did few modifications in a screen and tried to publish, it publishes successfully but after opening the customization project again it looks like below and it gives following error messages in the trace. I tried this in a cloud demo environment and in a local instance as well. But same gives the same error. I tried few customizations with simple modification (only a new field for existing screen just for testing) even such customizations are giving same error  

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 issueThe 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/f

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

Hi allQuick 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?CheersTim

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   

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

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?

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. 

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 ScreenThere 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?RegardsAbhishek 

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. 

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.

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.

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.