MYOB Acumatica platform
Setup, integration, user management and the MYOB Acumatica user interface
- Fixing access to the administrator role
- XSLT deprecation and MYOB Acumatica
- Preparing a sandbox site for testing
- Switching on Modern UI
- Preparing your site for Modern UI
- Your transition to Modern UI
- Managing the size of your database
- EWS deprecation: Updating your Microsoft Exchange configuration to Microsoft Graph
- Scheduling a system lockout
- How to resolve the 'Auto Numbering format violates the segment format' error
- MYOB bank account and BPAY change - 20 March, 2025
- Error: "Server Error in '/' Application."
- SMS messaging for business events
- Setting up mass actions on records on a substitute form
- Updating a customisation project after a major version upgrade
- Error: "'extRefNbr' cannot be empty."
- Comparing API contract versions (5.30.001, 6.00.001, 17.200.001) in MYOB Acumatica 2018 release
- Preparing a CSV file for CSV type data provider
- API licences for MYOB Acumatica
- Managing in-app notifications
- Error: "An error occurred while trying to retrieve 'Unique' part from specified"
- Error: "Cannot generate the next number for the sequence because it is expired"
- File synchronisation for import scenarios
- Warning: "Entitlement Storage Space usage has exceeded the limit"
- Restricting which fields are exported from the Export to Excel button
- Filtering MYOB Acumatica screens
- Keyboard shortcuts
- Searching in MYOB Acumatica
- Why we don't give direct, read-only access to cloud database instances
- Files/attachments are not showing with yellow, paper-clip icon (attachment logo) even though a file exists when you open transaction record
- Some codes may not appear in Global Search
- Generic inquiry error: “Cannot open this record for editing: The form <ScreenID> does not contain it”
User access and licence allocation
- MYOB Acumatica licensing
- Finance User License doesn't have access to Record Audit History (SM205540)
- Why can't I see Manage Notifications on Push Notifications screen?
- Managing downgraded user licenses
- Understanding user access: Roles and licences
- Access issue: All users locked out of all features except the Users screen.
- User management
- Insufficient rights to access object
- Help managing users
- "Partner access is not enabled" message when logging in
- Using the Restriction Groups feature
- Fixing licence overallocations after importing a snapshot
- Import scenario for importing Users
- Using hidden menu paths to simplify access rights
- Setting up a multi-tiered approval map
Reports and Generic Inquiries
- Report designer support for Apple notebooks
- Scheduling a report to be emailed
- How to access the Report Designer in MYOB Acumatica
- Use any image uploaded to the database in reports
- Getting a list of all reports
- Sending a different report based on a user's company
- Quick search for generic inquiries
- Attach Notification Template to Reports
- Adding an image to a report
- Removing a filter
- How to copy reports between MYOB Acumatica sites
- Using stacked bar chart dashboards to add colour
- Adding a custom field that shows both date and time
- Display company-specific information on reports
- Converting a date to its associated week number
- $filter parameter cannot be used on Generic Enquiry endpoint
- Received error: “A field named ‘NoteText’ already belongs to this ReportTable” when using a simple EPTimeCardDetail table only and trying to export the Generic Inquiry to a report
- Incorrect display of result after applying a filter in Generic Inquiry, the filtered records do not fill the screen correctly
- Report customisation
- Error: An error occurred during processing of the field Type value Error: Type ' ' cannot be found in the system
- Your client application credentials have been rejected, please check your configuration. The provided client secret keys for app 'xx' are expired
- How to resolve 'Your authorization has expired. Sign in again to proceed'
- Setting up system email accounts or exchange integration
- Emailing errors: "There is no active notification source to perform the operation" and "Email send failed. Notification Settings 'XX' not found"
- Emails showing as 'Failed' or 'Pending Processing' but being sent and received
- How to attach emails from Outlook
- Email Fails to Send: “Illegal Characters in Path”
- Error when sending emails via SMTP in Microsoft 365
- Prevent MYOB Acumatica emails being marked as spam
- Dealing with unsent emails
- Configuring the Microsoft Outlook add-in
- Unable to select external application ID in systems email account
- Using a system email account with Google 2-Step Verification
Tenants and backups
- Error when copying a tenant: "Column 'CompanyID' specified twice
- MYOB Acumatica Backup Policy
- Backing up automation steps using automation definitions explained
- Can't open files and attachments after copying tenant
- URL is not updated when a copy of a consolidation company is made
- Setting up an Australian preconfigured database for a New Zealand client
- Creating a new tenant with a default template
- Standard databases comparison
- Easily differentiating a test company from a live company
- List of MYOB email IP addresses for SMTP relay
Performance
- Fixing automation schedule errors
- Improving the performance of MYOB Acumatica
- Adding a basic default filter to Sales Orders (SO3010PL) to improve performance
- Adding a parameter-driven filter to Sales Orders (SO3010PL) to improve performance
- Managing customisations to improve performance
- Managing tenants and snapshots to improve performance
- Optimising generic inquiries (GIs)
- Optimising automation schedules
- Error: "The session has expired. Please reload the page"
Known issues — platform
- Local install - Enter License Key not editable
- On various screens lookup suggestions render approximately 15 valid rows, followed by blank selectable rows when scrolling.
- Unable to drill into balances from ARM report financial statements with error "undefined: Cannot set properties of null (setting 'lastCompany')"
- LLM Prompts (ML202000) Errors either as Your message could not be processed as it may conflict with our acceptable use policy occurred or Response status code does not indicate success: 413 (Request Entity Too Large)
- In some cases, users were not able to access built-in Help due to the "Not found" error
- Users with the Lockout Manager role with AD/SSO logins unable to access site
- Slow Performance in File Synchronization (SM202530)
- 25R1 - Mobile app missing the supplier field on Purchase order form
- Site inaccessible or login buttons missing
- AI license removed after site upgrade or license change
- 2025R1/2025R2 local install error
- Onboarding emails for portal users contain non functional hyperlinks after upgrading to 2025.1
- Welcome emails generated from the Contact screen (User Info tab) do not populate the username and password details
- 25R1 - Users with revoked screen access may still be able to access those screens
- 24R2 - Report Designer "Cancel" on "Do you want to save" does not behave correctly
- Error saving Company Type - Error: An error occurred during processing of the field Tax Calculation Mode value TX Error: The Tax Calculation Mode field can have only the Tax Settings (T), Net (N), and Gross (G) values.
- Reset Password on Users Profile - Error: The Notification has not been found
- All entities in all web service endpoints are missing the "Mapped Object" and "Mapped Field" values
- Android User are unable to upload images in the expense receipt screen from Mobile app
- Chained Business Events not working
- Import user logins using Import scenario failed with error “Invalid Site URL”
- Incorrect Storage Space calculation
- Global search not reliable, the search doesn’t give result as expected
- User Email Signature overwrites email template body if new email selected in user profile
- Error: You have insufficient rights to access the Shopify store (BC201010) form
- Partner Support users are unable to set a Default Email Account under My Profile > Email Settings
- In the Send and Receive email screen, user is getting error message “Object reference not set to an instance of an object”.
- Report preview does not open from popup window (Chrome only)
- Snapshot Limit message is incorrectly throwing an error - "Unable to cast object of type'PX.Data.PXResult`1[PX.SM.UPCompany]'..."
- "Access Rights by" screens does not load any data if switched to Modern UI
- Friday morning impact to login for some MYOBID users
- Unable to reset password from the Contacts screen
- On various document forms, in the Activities panel, the activities created in the current year and past year had different date formats.
- 25R1 - Contact details (Personal and Phone/Email) info not showing in mobile app
- Performance issue of logging activity through Acumatica Outlook Add-In
- Acumatica Outlook add-in isn’t displaying anything - Legacy authorization tokens disabled by Microsoft change
- Mobile App - Android Users are unable to access phone camera. When you click on Camera, get error message “MYOB Acumatica isn’t responding”
- Expanding Web Service Endpoint ServiceOrder (FS300100) to include BillingDcuments/Detail gives issues
- Mobile App error - java.sql.SQLException: Getting a writable database from helper failed
- 24R2 - Partner Users unable to manage their external identity
- Unable to click/use the scroll bar at Clipboard
- 2026.1 Report Designer issue with Forbid Login setting, can't load schema, receiving error: Authentication failed
- 2024R2 Report Designer error - "Authentication failed. The user with the given login and password was not found in the system"
- 24R2 - Forgot Password - this sends the email with Reset password link but the reset button is just the image not linked to any URL
- When you try to log in using the purple button it takes you back to the login screen
- 24R2 - Partner Support - Error: An error occured during processing of the field Forbid Login with Password value True Forbid Login with Password is read only for Partner Users
- (SM203520) Unable to create Tenant . Error : Object reference not set to an instance of an object.
- Secure Authentication button missing after site upgrade.
- SSO (Azure Entra) - some users unable to see all tenants when logged in despite being in Users screen for all tenants.
- SSO (Azure Entra) - some native (green button) users unable to log in.
- Secure Authentication button missing from B2B portals after upgrade
- Partner support Screen (MYSM2010) Stop Access Date cannot be extended beyond one week.
- Generic Inquiry does not convert information to a decimal using the function CDec
- When exporting a report, some custom columns show blank
- User unable to log in due to invalid character in the date format in their user profile.
- Unable to create or update Wiki in one tenant, but be able to in another tenant
- Unable to change screen ID on a Generic Inquiry
- Cannot change screen ID in site map
- A blank approval map is imported when importing an approval map using an XML file
- Configuration Maintenance, error when uploading Attribute Rules from Excel - "Import has some error..."
- Some customised Screens may become unavailable after sites upgrade to 2024R1
- SSO (Azure Entra) - Multitenant only -switching tenants loses access to screens
- Attach Image error, File type thumb.standard is not allowed
- Unable to download snapshot, Giving error Exception of Type ‘System.OutOfMemoryException’ Was thrown
- OData clear results in calculated data fields from Generic Inquiry
- Login - Can't use secure login to 24.1 with tenant selected if there are special characters in tenant name.
- Bankfeeds - when Azure AD (Entra) SSO is active you can't "Sign Up" for new MYOB ID users in product.
- Known issue: General Inquiry screen disappeared and generic inquiry dashboards aren't working (build 2021.1)
- Email Window does not show the clicked email correctly
- When an apostrophe (’) is included in a user’s First Name on the User screen, the system becomes unresponsive for that user
Known issues — Modern UI
- In the Modern UI, a user who had one or more saved filters marked as favorites for a specific table could not change the column order in that table
- (Modern UI)Production schedule board (AM215555) shows error '‘This page is not responding''
- On Publish Customizations, clicking on Modern UI Editor throws an error ‘Failed to run load modules for 'html-merge-loader.js'
- Modern UI- Export to Excel on data views not exporting correct information or columns
- Inventory Summary navigation to Inventory Allocation Details does not work In Modern UI
- Errors occur after printing forms when Modern UI is enabled
- In Modern UI, using Export to Excel from the Sales Orders Screen (SO3010PL), Couldn't download - No file
- Calendar shows week from Monday to Saturday in Modern UI
Known issues — Performance
- Releasing AR Documents (AR501000) slow for releasing the Invoices/memos
- Cross-Selling ML Generation Schedule causing Performance Degradation
- The Bills and Adjustments screen (AP301000) Slow on creation and loading supplier details
- The Prepare Tax Report (TX501000) is slow for generating the tax report.
- The Bills and Adjustments screen (AP301000)slow when clicked on New Bill or added supplier information
- Invoice and memo slow (AR301000) - invoice creation, clicking on next page or searching references number
- CO409070 Slow Performance in All Emails screen
- 24R1 - Performance Issue After Upgrade – Inventory Item Selection in SO301000
- Performance issue on Invoices and Memos
- Notification errors caused by obsolete screen link
- Failed email schedules causing site slowdowns