Hi, is there anyone that has had success bringing in check numbers from a corporate checking account into Acumatica bank feeds (via MX or Plaid)? Our current bank feed with current bank only shows the word “check” with no actual check numbers.
Also have a number of corporate credit cards who will no longer be supported via MX or Plaid through my bank
Curious which banks anyone has successfully accomplished this functionality (JP Morgan, Bank of America, Truist, etc)
If the check number needs to be captured into the existing column (check number column) Then this could be mapped to an unexpected field in the process bank transaction screen
Please note that this feature (custom field mapping) is only available from 23R2 onward
See below from release note
Might resort to setting up a new checking account with another bank. Curious if anyone has had success with this with other banks - and if so which banks
We have been in the middle of implementation for a year (yet to go live). We have the same issue - We use Plaid and cheque numbers do not show, just the word “check”. The Auto match for reconciling cheques wouldn't obviously work because of the missing cheque “numbers”.
We are in Canada and using Canadian localized version of the ERP.
We have been in the middle of implementation for a year (yet to go live). We have the same issue - We use Plaid and cheque numbers do not show, just the word “check”. The Auto match for reconciling cheques wouldn't obviously work because of the missing cheque “numbers”.
We are in Canada and using Canadian localized version of the ERP.
Correction - We use MX. (not Plaid).
If the check number needs to be captured into the existing column (check number column) Then this could be mapped to an unexpected field in the process bank transaction screen
Please note that this feature (custom field mapping) is only available from 23R2 onward
See below from release note
Thank you for this. We actually tried this approach and no luck getting check numbers. This had to do with the way our bank was talking with MX and check number data not getting pulled through. We ended up switching banks to solve the issue
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