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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?

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: 

 


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