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

Question

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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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.

It looks like there’s already an idea here:

meganfriesen37 · Accepted Answer

It looks like there’s already an idea here:

Kandy Beatty · Answer

Hi @cwinslowIt 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.

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