Currently bank recs are completed within Acumatica by a staff member and then reviewed by myself.
We have a separate checklist where the staff member notes when it was completed, and then when I review it.
I’m looking for an efficiency gain……………
Is it possible to either set up an approval flow or possibly utilize the Task feature to accomplish a similar result?
+16
Hi
It does not appear that Bank Rec is an allowed entity in Approvals. Here are the current options.
I would suggest adding it as an idea.
+10
It looks like there’s already an idea here:
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