Skip to main content
Answer

Is it possible to have an approval flow on a bank rec?

  • August 8, 2023
  • 2 replies
  • 70 views
C

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?

Best answer by meganfriesen37

It looks like there’s already an idea here: 

 

Kandy Beatty

2 replies

Kandy Beatty
Captain II
Forum|alt.badge.img+17
  • Kandy Beatty
  • Captain II
  • August 8, 2023

Hi @cwinslow 

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.

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
C
meganfriesen37
Captain II
Forum|alt.badge.img+12

It looks like there’s already an idea here: 

 

Megan Friesen, Contego Software Solutions, Canada
Kandy Beatty
Chris Hackett
Terms & ConditionsCookie settingsAccessibility statement
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved