We’re in Canada and use the Plaid API to retrieve bank transactions and are wondering if it’s possible to retrieve bank balances as well. If so, how do you configure Acumatica/Plaid and where would Acumatica store & display the balance.
Ideally we’d like a dashboard showing bank balance less uncleared cash transactions to show an available cash position.
TIA
Best answer by Amanda Lowe
Hello RHarrison,
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)
Amanda
+1Hello RHarrison,
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)
Amanda
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