Ideas for Acumatica

Important! Please note that we do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive.
This portal is for product ideas and feedback only. If you need customer service assistance, please contact your Acumatica Support Partner or submit a support case.  You can also get assistance from community resources:  LinkedIn Group or StackOverflow
No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal. 

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
  • Future consideration
  • Attach files
  • 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.  

  • russ williams commented
    September 19, 2018 12:58

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

  • Art Ardolino commented
    26 Jan 13:56

    Super Exciting News:

    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.

     

     Available now / setup in a few hours:

    All for a $1.00 a day per account. and $1.00 a day for 5 CC

     

    See more at 

    https://www.acusync.io/bank-feeds-expenses

     

    If you would like more information on the re-sellers’ program for AcuSync or any of our connectors please reach out to hello@acusync.io