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Allow automated import of OFX Bank statements

Currently, you cannot automate the Import of Bank Transactions. Manual Upload of File only.

My client has 15 bank accounts so far, making the manual upload rather tedious.

  • Ian Booth
  • Dec 6 2017
  • Planned
  • Attach files
  • Admin
    Feedback Admins commented
    16 Sep 00:28

    Acumatica Electronic Bank Feeds will become available on the price list in the 2020 R2 timeframe. This will not automate OFX imports, but it will provide an automated way to automate bank file imports.

  • Art Ardolino commented
    26 Jan 13:56

    We now have a bank feeds integration (Acumatica Embedded Solution) which we will be announcing at Summit 2020 as an AcuSync solution on the Acumatica Marketplace. The bank feed integration will support over 14,000 financial institutions and is integrated with the new corporate credit card feature of 2019R2. Users will now be able to link their bank accounts and credit card accounts to Acumatica, automatically import bank statements/transactions, and automatically create expense receipts for corporate credit card transactions so users can simply attach their receipts instead of having to hand-enter expense data when they use their corporate credit card.

  • russ williams commented
    September 19, 2018 12:58

    ACU-I-412 is marked as future consideration.  Hope it's soon. 

  • Mike Lupro commented
    May 30, 2018 05:42

    Just make sure this feature, when added, does not require the user to create 15 separate exports from the bank.  A "good" import should be able to take ONE big file from the bank and "burst" it into the appropriate cash accounts.