I’m working on developing a Project Cash Position Report for a construction company in Acumatica and would appreciate guidance from anyone who has built something similar.
Goal:
To create a report that shows a real-time (or near real-time) cash position per project.the report would help project managers and finance teams understand current and projected cash flow at the project level
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It comes with a comprehensive project level Inquiry (not a GI but a screen wiith extensive logic) that you can see a partial view below. it has much more helpfull columns but I just copied the AR/AP and cash position which is related to your inquiry.
Hi Reza
Thank you for sharing this information — the Automated Project WIP Over/Under Billing Adjustments and Posting module sounds very aligned with what I’m trying to achieve.
I’m fairly new to Acumatica, so I’m still getting familiar with the ecosystem. Would you mind sharing how I can obtain this module? I
I appreciate any guidance you can provide.
Thank you!
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