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
    30 Jun 00:48

    Development projects and associated LPs or GPs (limited or general partnerships) require separate bank account for each project. Having bank account assigned to projects and then having ability to filter payment by project is just basic construction functionality.

  • 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