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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?

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?


@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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