Need to support investment assets accounting in Acumatica ERP?

  • 11 July 2023
  • 2 replies

Userlevel 7
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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?

2 replies

Userlevel 7
Badge +10


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.

Userlevel 1


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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