Solved

Add Payment Method column to Reconciliation Statements and Cash Account Details

  • 14 May 2022
  • 1 reply
  • 27 views

Since we have one Cash Account that uses over a dozen different Payment Methods (over a dozen corporate credit cards), a filter or column needs to be added so the Payment Method (credit card) used for each transaction is shown.

Right now, it is very difficult to reconcile (Reconciliation Statements) or see what Checks or Quick Checks have already been entered (Cash Account Details) because the one credit card statement has separate sections for each each employee’s credit card purchases but the the transactions for the Cash Account are all mixed together without any way to see which Payment Method (credit card) was used.

icon

Best answer by hkabiri 19 May 2022, 20:06

View original

1 reply

Userlevel 5
Badge +4

@rgiron Since the Screen uses CATran Table, it does not have the Payment Method available. I would suggest as product future idea but functionality you require, as of now only available through customization

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2022  Acumatica, Inc. All rights reserved