Ideas for Acumatica

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Modify Bank Deposits to allow one-step invoice/payment application in AR

Many systems, including QuickBooks and DynamicsNav allow users to record cash receipts directly into the Bank Deposits screen.  This screen should allow the end-user to enter the cash receipt and apply the payment to a customer's invoice(s) on the fly.  This functionality would be used similarly to the Journal Voucher transactions screen, except that instead of using an AR Payments tab, I would recommend using a button that will take the user to the AR Payments and Applications screen via Pop-up. 

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  • Nov 6 2015
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