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Enhancement on Funds Transfer Screen – Transfer & Receipt Date

Enhancement: on Funds Transfer Screen (CA301000) – Transfer & Receipt Date
Steps to replicate:
1.Navigate to CA301000, when the Transfer Date is updated, the Receipt Date should automatically be updated as well. In this day and age, you would think that bank transfers happen within the same day so such an enhancement would streamline the process and prevent bank transfers from being half completed. Perhaps this could be a setting defined by the cash account 
Business impact: Improve efficiency and reduce error. Customers have been caught out where they change the Transfer Date but forgot to change the Receipt Date and then have to reverse the transaction
Workaround: None
Suggested Result: When Transfer date is edited, Receipt date should automatically updated as Transfer date
  • Ada Jin
  • Oct 8 2015
  • Already exists
  • Attach files
  • Olga Anisimovich (Product Manager Financials Team) commented
    June 08, 2017 20:04

    In Acumatica 6.1, the system changes the Receipt Date automatically as soon as a user modifies the Transfer Date.

  • Ada Jin commented
    October 08, 2015 04:18

    MYOB Reference: SR122873600196 & US10439