Ideas for Acumatica

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The ability to credit transactions between Customers and Suppliers

Would like the ability to credit transactions between Customers and Suppliers.

The linkage is already possible to link a Customer card with a Supplier card using the Business Account as an intermediate (the data itself is basically stored in at least one field on the Business Account that the Customer is linked to the Supplier) as well as the details for all created transactions coming from the one Business Account. Given the current linkages between Supplier and Customer accounts, would it be possible to pair off existing, outstanding transactions against each other?


  1. Would assist with time taken in processing transactions between companies that trade both as Customers and Suppliers.
  2. Provides another good selling point for Advanced Business.


Have a dummy GL account/Cash Account to write transactions off against (as it is essentially a cashless transaction)


A grid or some similar screen where transactions could be picked/chosen off against each other, closing off those transactions and potentially giving a surplus value to be created as a Credit/Debit memo (which can then be kept as a debit/credit or have a refund applied separately).
  • Ada Jin
  • Feb 23 2015
  • Future consideration
  • Attach files
  • Jeffrey Patch commented
    March 09, 2019 01:17

    Yes this is a very common requirement and a common feature in competitive ERP solutions.

  • Sergey Vereshchagin commented
    September 24, 2018 03:30

    Why this feature is always dragged out? Why we leave this to resellers customizations? Most of the competitors have it already and every single prospect is asking for it!

  • Sergey Vereshchagin commented
    August 15, 2017 08:23

    Ok, third AP/AR netting request. Voted!