Ideas for Acumatica

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Bank Statement: Allow Create Quick Check

Bank Statements screen. After importing banking activity, one of the options is to select the AP Module and then fill in the business account and payment method.
Currently this creates a bill which then later requires a lot of work to complete. Allow creating a quick check. This would require the end user to fill a business account field, COA, and an associated (to the current cash account) payment method.
Now the user could complete a last minute check entry that was not matched because it was neglected from entry into the system.
  • Gregg Mercede
  • Nov 3 2014
  • Future consideration
  • Attach files
  • Sandy Wojtysiak commented
    February 14, 2017 16:16

    The process bank transactions screen can also be used to import credit card activity, which may not always be recorded by the employee when initially charged.  This would allow the user reconciling the credit card statement to state the vendor being paid and the appropriate expense account.