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Importing Bank Transactions

H
Freshman I

Hi Everyone, 

 

Each time I try to  import bank transactions into Acumatica (under Banking, Processes) I get the below error. Is there any easy way to fix this?

 

 

Best answer by dcomerford

Have you tried a different cash account on the transaction, Try editing the Cash Account and changing the descriptions. Have you any customisation packages affecting the Cash Account/Banking areas of Acumatica. Can you send me the Trace Log if the above does not point out the cause.

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    3 replies

    dcomerford
    Captain II
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    • dcomerford
    • Captain II
    • 643 replies
    • October 26, 2023

    Have you tried manually adding one of the entries on the screen and see if you get the error. The message is implying the Cash Account is not set on the top of the screen.

    Dermot Comerford
    Kandy Beatty
    1 person likes this
    • Kandy Beatty
      Kandy Beatty
    H
    Freshman I
    • hassam
    • Author
    • Freshman I
    • 4 replies
    • October 26, 2023

    Hi! I have tried manually putting one entry and still gives me the same error. 

     

    dcomerford
    Captain II
    Forum|alt.badge.img+15
    • dcomerford
    • Captain II
    • 643 replies
    • Answer
    • October 27, 2023

    Have you tried a different cash account on the transaction, Try editing the Cash Account and changing the descriptions. Have you any customisation packages affecting the Cash Account/Banking areas of Acumatica. Can you send me the Trace Log if the above does not point out the cause.

    Dermot Comerford
    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett

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