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Cash Basis P&L


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Trying to create cash basis P&L in Acumatica.  Has any one been able to do this without using a 3rd party add on? 

Best answer by BethKesser24

It is an enhancement (via acquisition from one of our partners) and we are in the process of making it available at a future date.  If you have any questions or would like a preview, pls reach out

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11 replies

BethKesser24
Jr Varsity III
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  • Jr Varsity III
  • 21 replies
  • Answer
  • July 21, 2022

It is an enhancement (via acquisition from one of our partners) and we are in the process of making it available at a future date.  If you have any questions or would like a preview, pls reach out


missyjimmy
Freshman II
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  • Freshman II
  • 14 replies
  • September 30, 2022

Hi Beth,

I’m trying to find some info related to Cash Basis Reporting that I can share with a client. Can you point me in the right direction?

Thanks, 

Jim Gross


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  • Jr Varsity II
  • 39 replies
  • December 9, 2022

Hi Beth:

Wondering about the state of the rollout for the Cash Basis Reporting acquisition.  Has it been fully released?  Where can I find out more information?

Mike


Melissalutrick21
Freshman II

@BethKesser24 

We have a client using Cash Basis Reporting, could you share any updates or draft information? 

Thanks

MdL


cbashir15
Jr Varsity II
  • Jr Varsity II
  • 10 replies
  • December 12, 2022

Cash Basis is available as an add-on from Acumatica through their acquisition of IBS.  It is on the price list and can be sold to clients from your business partner.  Once purchased, It is a customization. See link below.

 

https://community.acumatica.com/property-management-and-cash-basis-reporting-206/acumatica-2022r2-cash-basis-reporting-general-release-nov-29-2022-certified-12928

 


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  • Freshman I
  • 10 replies
  • December 15, 2022
cbashir15 wrote:

Cash Basis is available as an add-on from Acumatica through their acquisition of IBS.  It is on the price list and can be sold to clients from your business partner.  Once purchased, It is a customization. See link below.

 

https://community.acumatica.com/property-management-and-cash-basis-reporting-206/acumatica-2022r2-cash-basis-reporting-general-release-nov-29-2022-certified-12928

 

Hello @cbashir15 , The url is not valid. I am having the same requirement in current implementation. What should be idea way to achieve it??


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  • Jr Varsity II
  • 39 replies
  • February 21, 2023

@BethKesser24 

Thank you for putting this together for all of us.

With the current limitations, our prospective client cannot make use of this add-on at this time. 

Do you know if Acumatica is planning on investing in this module to make it more universal? 


  • Jr Varsity II
  • 15 replies
  • December 6, 2024

All of the links are broken. Is there any update on when cash reporting will be available in any form?


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  • Jr Varsity II
  • 39 replies
  • December 6, 2024

CBR is now supported by Spinterra.  Get in touch with them and you can get the software.


  • Jr Varsity II
  • 15 replies
  • December 6, 2024

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