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Acumatica allows for one “ cash account” data pull

  • July 5, 2023
  • 1 reply
  • 44 views
K
Freshman I

Acumatica allows for one “ cash account” data pull, much like quickbooks does.  We want it to pull in the Amex info daily for processing. Where can I set this up?

Best answer by Laura03

Hello,

Are you referring to Bank Feeds? Here are two informative Acumatica post about Bank Feeds. Begin with enabling the feature.


Laura

Laura03

1 reply

Laura03
Captain II
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  • Laura03
  • Captain II
  • Answer
  • July 5, 2023

Hello,

Are you referring to Bank Feeds? Here are two informative Acumatica post about Bank Feeds. Begin with enabling the feature.


Laura

~ Laura Barber, WM Synergy
Chris Hackett
T
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