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Bank Feeds 2022 R2

  • October 4, 2022
  • 11 replies
  • 477 views
F
Jr Varsity II
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Hi,

 

We have a client that uses Amex@work for their users. As of the current release 2022 R1, Plaid does not integrate with the Amex@work platform only individual Amex Accounts. Our client has over 100 Amex Accounts that they would have to purchase bank feeds for since Acumatica and Plaid do not work with Amex@work. Does anyone know if the new service called MX is compatible with Amex@work in the newest release 2022 R2? Also, if not is there an efficient workaround to make Acumatica and Amex@work integrate together. Any suggestions would be appreciated. 

 

Thank you,

Frances Pantelidakis

 

Best answer by Kristen Hanson

Please see

 

Kandy Beatty

11 replies

Kandy Beatty
Captain II
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  • Kandy Beatty
  • Captain II
  • October 5, 2022

HI @FrancesPantelidakis24 

According to the release notes for 2022 R2, it will integrate with MX. Below is the attached release notes. I found it starting on page 119. 

https://acumatica-builds.s3.amazonaws.com/builds/22.2/ReleaseNotes/AcumaticaERP_2022R2_ReleaseNotes_full.pdf

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
aaghaei
Chris Hackett
F
F
Jr Varsity II
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Hi @kbeatty21 ,

 

Thanks for your response. I reviewed the documents and did see the regular the Amex but nothing mentioned specifically for Amex@Work. I have reached out to Acumatica Support for more detail.

 

Thanks for your help.

 

Frances 

Kandy Beatty
Kandy Beatty
Captain II
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  • Kandy Beatty
  • Captain II
  • October 5, 2022

Hi @kbeatty21 ,

 

Thanks for your response. I reviewed the documents and did see the regular the Amex but nothing mentioned specifically for Amex@Work. I have reached out to Acumatica Support for more detail.

 

Thanks for your help.

 

Frances 

Good luck to you!

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • November 21, 2022

Hi @FrancesPantelidakis24 - were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
K
Freshman I
  • klucander16
  • Freshman I
  • December 12, 2022

Hi @FrancesPantelidakis24 - did you happen to find a solution here? I have tickets in with Acumatica and Plaid support, but wondering if you were able to connect.  Thanks!

Kandy Beatty
L
Varsity I
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  • Lhouldsworth
  • Varsity I
  • February 28, 2023

@FrancesPantelidakis24 Also wondering if you were able to get an answer on this one. I’ve run into the same issue. 

F
Jr Varsity II
Forum|alt.badge.img

@Lhouldsworth,

Hi,

Sorry I do not have any updates as of now.

Thank you,

Frances

 

 

 

Chris Hackett
K
Acumatica Moderator
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  • Kristen Hanson
  • Acumatica Moderator
  • Answer
  • May 23, 2023

Please see

 

Chris Hackett
isharamadhushan
Freshman I

HI @FrancesPantelidakis24 were you able to find a solution for this? we have the same issue here. 

 

Thank you,

cwalton21
G
Freshman I
  • ghelton
  • Freshman I
  • February 11, 2025

Any news on this?  We are in this boat and need to get this handled.  Thank you.

 

M
Freshman II
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  • mweaver78
  • Freshman II
  • October 3, 2025

We were able to get bank feeds for corporate credit cards working with Amex@Work by having our client deploy an sftp site on an AWS server, then having Amex send a “Global 1025” file to it daily. We configured the bank feed to use the relatively new “bank feed from a file” feature for this. The biggest challenge we had was that the 1025 file from Amex is not in an import friendly format. To get around this, we developed a PowerShell script that takes this file and converts it into a bank feed compatible csv file. The PowerShell script runs on the same AWS server as the sftp site and converts the incoming Amex file each time one arrives. The complete solution is automated, retrieving the bank feed transactions daily and resulting in expense receipts being created for the employees using Amex@Work corporate Credit Cards.

R
Chris Hackett
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