Ideas for Acumatica

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Assign and select bank accounts by project

The current system assigns bank accounts by Vendor Class.  We would like to see a hierarchy where a default bank account can be added to a project and if that field is filled the system would select that bank account first and then look to the vendor class.if none is present

  • Glen West
  • Nov 8 2018
  • Gathering Feedback
  • Attach files
  • Guest commented
    August 15, 2019 03:19

    To add to the above, the ability to assign a bank account by Branch as well as Project