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

  • 8 August 2023
  • 2 replies
  • 54 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?

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Best answer by meganfriesen37 8 August 2023, 18:14

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Kandy Beatty
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Userlevel 7
Badge +16

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*.
meganfriesen37
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Userlevel 7
Badge +10

It looks like there’s already an idea here: 

 

Megan Friesen, Contego Software Solutions, Canada

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