Any expenses and documentation associated with a project should follow the default branch of the project, not the branch you happen to be in. It is unrealistic for every employee to change the branch they are in to put in an expense for that branch. In Project Management and Construction in general, the project branch should rule all. We have to change the branch on every expense, payroll, AP, Subcontracts, POs, and project transactions. Every company I have talked to that uses branches in the construction industry has this same issue. I talk to many potential clients and this is something they are concerned about to. This requires a TON of back end work to correct every entry that gets put in by employees not in accounting. Especially anyone using the App. There isn’t an EASY way to change the branch on expenses put into the app.
Default Branch for Projects used for AP, POs, Expenses, Transactions
Best answer by jsheehan56
We’ve taken to customization projects to add this needed feature. To my knowledge it is not on any roadmap for future release, but I’d love to know if that is still the case.
Today, Acumatica recommends utilizing adjusting journal entries at period end to ensure entries are assigned towards the correct branch, which is not really a usable workflow for any client with a significant number of operating branches that run their own jobs and is very much a reactive solution.
I would advise everyone to vote on this idea.
We’ve taken to customization projects to add this needed feature. To my knowledge it is not on any roadmap for future release, but I’d love to know if that is still the case.
Today, Acumatica recommends utilizing adjusting journal entries at period end to ensure entries are assigned towards the correct branch, which is not really a usable workflow for any client with a significant number of operating branches that run their own jobs and is very much a reactive solution.
I would advise everyone to vote on this idea.
+1Hi
Thank you for your feedback and very good explanations. We started to analyze user scenarios and requirements in this area.
Question - you wrote:
We have to change the branch on every expense, payroll, AP, Subcontracts, POs, and project transactions.
Which payroll solution do you use? Here by “payroll transactions” - do you mean GL transactions imported from the payroll system to Acumatica, or something else?
Thank you so much!
In our case, the payroll concerns doing a GL entry. We don’t do payroll in our company that has branches. So, I can’t speak as to how it works putting in timesheets and how it processes the branch.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.