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Need to support investment assets accounting in Acumatica ERP?

  • July 11, 2023
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DavidEichner
Captain II
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Are there any Acumatica customers that need to keep detailed tracking of their long term investment assets holdings?  Any need for automated unrealized gain/loss valuation adjustments with corresponding journal entries?  Any need for interest accruals or amortization of investment holdings?

David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.

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tomfahres51
Freshman II
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Yes!

Any idea, David, if the integration with Planful (Planful Financial Planning and Analysis - Marketplace | Acumatica Cloud ERP) might be a path to bring this data in to Acumatica?

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    DavidEichner
    Captain II
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    @tomfahres51 

    I was just trying to get a feel for community need for an investment assets subledger for Acumatica.  We developed one originally for DynGP and then created the same investment assets subledger functionality for Acumatica.

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    David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
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