I’d love to be able to access current bank account balances via the bank feeds functionality for use in a dashboard. Is this information pulled and available?
Solved
Bank feeds via Plaid - does this includes current balance?
Best answer by AmandaLowe33
Currently Acumatica imports transaction using bank feed from Plaid. Import Bank transactions, unfortunately bank balances are not a transaction.
You could add a product idea. Ideas | Community (acumatica.com)
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.