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I can't add a branch to an account

  • February 6, 2025
  • 2 replies
  • 50 views

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Hello!

I need to add a branch to a GL account, but I can’t find the place to do that. Can you help me?
Thanks a lot

 

Best answer by meganfriesen37

This is managed on the Cash Account screens.  Depending on system settings, some cash accounts may only be available in a single branch.  Additionally, once a cash account has been set up with a branch, account and subaccount assigned it cannot be changed if there are any transactions against the cash account.  

 

Instructions on setting up Cash Accounts is available here: https://help.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=0ee2a8e0-c249-4ef4-8143-981e58443b10

2 replies

meganfriesen37
Captain II
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  • Captain II
  • Answer
  • February 6, 2025

This is managed on the Cash Account screens.  Depending on system settings, some cash accounts may only be available in a single branch.  Additionally, once a cash account has been set up with a branch, account and subaccount assigned it cannot be changed if there are any transactions against the cash account.  

 

Instructions on setting up Cash Accounts is available here: https://help.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=0ee2a8e0-c249-4ef4-8143-981e58443b10


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  • Author
  • Jr Varsity II
  • February 6, 2025

thanks!