We have a client who is on 2022 R2. They have 9 Branches and over 25 bank accounts. They purchased the additional license for the 25 bank accounts. All branches use the same bank - Bulldog. We setup one bank feed called “Bulldog”, connected with Plaid and all bank accounts across all branches came in. We then mapped all the bank accounts to the respective Acumatica Cash Accounts. We manually ran Retrieve Bank Feed Transactions on 4/7 and transactions from 4/1 to 4/7 came in but not for all the bank accounts setup for each branch. It seemed to only bring in transactions for the first Cash Account associated with the branch . We put the Retrieve Bank Feed process on an automation schedule on 4/8 and since it is has been on the schedule hardly anything has come in. Automation History shows successful but last transaction that came in was from 4/13 and that was only on one Bank Account for one Branch. Nothing came in to any of the 25 other bank accounts. Cash accounts are restricted to the branch, I am wondering if we need to setup separate Bank Feeds by Branch? Also I read a post from Doug Johnson that said there could be a 1 - 3 day delay between what the financial instituition displays cleared and when it comes into Acumatica. Is that true? Thanks.
Best answer by michelle76View original