Ideas for Acumatica

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Bank Statement: Module/Entry Type auto match based on Tran. Desc

After importing banking activity into the Bank Statement Screen, it takes very long to identify the transactions Module and Entry Type.
Provide a function to auto select the Module and Entry Type based on a wild card search of the transaction description. Quickbooks does this.
When bringing in Bank Statements it takes a long time to match transactions. Particularly if you have lots of credit card receipts throughout the month. These could be auto matched as they generally have a pattern in the trans description.
This the search criteria could be stored in the entry type screen for ease of modification. Ideally, add a button to Bank Statement Screen to -on the fly- add the search criteria to the entry type
  • Gregg Mercede
  • Nov 3 2014
  • Future consideration
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