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Enter miscellaneous receipt by GL account not by customer and non-stock inventory number

We get a fair amount of checks to deposit unrelated to customers and invoices, for example, rebate checks, COBRA payments, checks from the sale of assets, checks from returned pallets, checks from vendor promotions, etc. We were told we had to set up a fake customer and make fake non-stock inventory entries. This is just weird. Please make a "Misc Receipt" option where the user can simply pick the general ledger account to deposit the money into. 

  • Guest
  • Aug 15 2019
  • Gathering Feedback
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  • Guest commented
    19 Aug, 2019 05:18pm

    Thank you for your response, sorry, but I don���t like it.

    1. Our accounts receivable person isn���t an accountant and doesn���t have access to the banking module.
    2. You have to set up entry types for every type of transaction AND assign the entry types to a cash account ��� too much work to deposit one random check.
    3. We use clearing accounts to batch our checks for deposit so I would have to set up the entry types and assign them to the clearing account too if the random check went into a regular check batch ��� again too much work.

    It would be much easier to just pick ���misc receipt��� and enter the check. Our old SAGE 300 system did this and I never gave it a thought because it was so easy and logical. I really miss that feature with Acumatica.

    Please take another look at considering this for a future update.

    Thank you.

    Susan Antonsen

    Business Manager

  • Olga Anisimovich (Product Manager Financials Team) commented
    18 Aug, 2019 05:15pm

    Dear guest,

     

    I recommend you to use the CA Transactions (CA304000) form to enter miscellaneous receipts and disbursements that are not related to your customers or vendors.

    For more information, please refer to https://help-2019r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=061b7735-8da8-4bdf-9d50-70ac9ab57af7.

     

    Best regards,

    Olga Anisimovich