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. 

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
  • Ada Jin commented
    October 08, 2015 04:18

    MYOB Reference: SR122873600196 & US10439

  • 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.