Ideas for Acumatica

Important! Please note that we do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive.
This portal is for product ideas and feedback only. If you need customer service assistance, please contact your Acumatica Support Partner or submit a support case.  You can also get assistance from community resources:  LinkedIn Group or StackOverflow
No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal. 

Create a Snapshot with a Settings and Transaction cut-off period date

Please provide the ability to create a snapshot of a Tenant that allows a GL transaction cut-off date or period.


Example: We have GL Transactions in a tenant from 2007 - 2018 we are still working towards a go-live cut-over date of Jan 1 2020.


We would like to allow users to enter TEST transactions in to GL and all other areas of the tenants but when we go-live, we would only want the 2007 - 2018 GL Transactions (no Testing Transactions) in the system.  However, we would want to keep setups and other changes we configured in those tenants between now and go-live.


A "settings and ...etc data transaction cutoff period" snapshot scenario.

Currently we are forced to manually replicate settings from one tenant to a go-live tenant and we are having much difficulties keeping all those changes in sync especially with larger clients and prospects.

  • Guest
  • Oct 9 2019
  • Attach files