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Need to support investment assets accounting in Acumatica ERP?


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?

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2 replies

tomfahres51
Freshman II
  • Freshman II
  • 8 replies
  • December 4, 2023

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?


DavidEichner
Captain II
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  • Author
  • Captain II
  • 372 replies
  • December 4, 2023

@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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