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
  • Planned
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  • Admin
    Feedback Admins commented
    16 Sep 00:34

    Acumatica Electronic Bank Feeds will become available on the price list in the 2020 R2 timeframe. It will provide the ability to accomplish the process described above.