Ideas for Acumatica

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Ability to Post Transactions to a Completed Task

Construction companies, especially those using Smartsheets and the Acumatica mobile app are having their Project Managers complete tasks as they are completed live in the field.  They are using this completion information as well for billing and for other tracking in reports.

 

A task that has been Completed in Acumatica will NOT allow posting.  This is a major issue.  Payroll and costs will always come after a tasks physical completion date.  It would be beneficial to have the option in project preferences that would allow the addition of costs once a task is completed.  The project itself has a completion option and this should be clear that nothing should post once the project is complete but it makes no sense at the Task level.

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  • Jan 4 2019
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  • Ekaterina (Kate) Stepalina (Product Manager Project) commented
    June 11, 2019 23:33

    Hi,

    Ability to post transactions against project tasks with Completed status is available for users with the Financial Supervisor role in 2019R1 Update 3.