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Importing Bank Transactions

  • 26 October 2023
  • 3 replies
  • 67 views

Hi Everyone, 

 

Each time I try to  import bank transactions into Acumatica (under Banking, Processes) I get the below error. Is there any easy way to fix this?

 

 

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Best answer by dcomerford 27 October 2023, 10:31

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3 replies

Userlevel 7
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Have you tried manually adding one of the entries on the screen and see if you get the error. The message is implying the Cash Account is not set on the top of the screen.

Hi! I have tried manually putting one entry and still gives me the same error. 

 

Userlevel 7
Badge +12

Have you tried a different cash account on the transaction, Try editing the Cash Account and changing the descriptions. Have you any customisation packages affecting the Cash Account/Banking areas of Acumatica. Can you send me the Trace Log if the above does not point out the cause.

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