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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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?
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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