Ideas for Acumatica

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Bank and Credit Card Feeds

Give the ability to download from a bank or credit card transactions that can be matched to existing transactions in the accounts (by date, amount) and if not, give the ability to add them.  This would allow companies to be more in line with what is being charged or cleared on a credit card or bank account and would help companies that input credit card charges off the monthly statements instead of receipt by receipt.  We see this in lesser products on the market such as QB, Xero and Wave

  • Guest
  • Aug 26 2019
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  • Art Ardolino commented
    26 Jan 13:57

    Super Exciting News:

    We now have a bank feeds integration (Acumatica Embedded Solution) which we will be announcing at Summit 2020 as an AcuSync solution on the Acumatica Marketplace. 

    The bank feed integration will support over 14,000 financial institutions and is integrated with the new corporate credit card feature of 2019R2.

    Users will now be able to link their bank accounts and credit card accounts to Acumatica, automatically import bank statements/transactions, and automatically create expense receipts for corporate credit card transactions so users can simply attach their receipts instead of having to hand-enter expense data when they use their corporate credit card.

     

     Available now / setup in a few hours:

    All for a $1.00 a day per account. and $1.00 a day for 5 CC

     

    See more at 

    https://www.acusync.io/bank-feeds-expenses

     

    If you would like more information on the re-sellers’ program for AcuSync or any of our connectors please reach out to hello@acusync.io