Ideas for Acumatica

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Approval feature for bank reconciliations

Approval and sign-off of bank reconciliations is a fairly typical internal control -- however there doesn't appear to be a built-in way to achieve this, at least in any clear defined way.  (Options we've considered include adding an "approved" comment in the Reconciliation Statement "Notes" section, or setting granular permissions to only allow appropriate individuals to take the Reconciliation Statement off of hold and release it; however both of those approaches are more of a 'hack' than a proper approval approach.)


(It's also possible we've missed something -- in this case, a bit of direction or some other suggestions from anyone here would be helpful!)

  • Geoff Hague
  • Sep 11 2018
  • Attach files
  • Geoff Hague commented
    April 13, 2019 17:14

    A little 'bump' here, given we've just gone through our annual financial statement, and on thing our auditors were looking for were approvals on bank reconciliations  :-)

  • Geoff Hague commented
    April 13, 2019 17:15

    Oops, missed a word... should've said "just gone through our annual financial statement audit"

  • Darren Francis commented
    June 18, 2019 21:34

    I completely agree with this. we currently have to print and sign the reconciliations, and then scan and email them to the auditors. It would be nice to send directly from Acumatica with electronic approvals on them.