Hello @khowe86,. The purpose of the Process Bank Transactions screen is to match Bank Transactions which have been imported. Hence all imported Bank Transaction which is on the Process Bank Transactions screen can be exported to Excel from the Import Bank Transactions which has it separated based on each Cash Account.Hope this helps clarify.Kind Regards,Amaan.
Hello @khowe86 ,I would like to point you out towards our Ideas Page screen https://community.acumatica.com/ideas , where you can put forward such a requirement along with the business case. This will then be considered by our Developers in future enhancements. Kind Regards,Amaan.
Hello @PennyR144, This would depend on if there are approval maps defined for the Bill and Adjustment screen.You can verify this on the Assignment and Approval Maps screen Kind Regards,Amaan.
Hello @rmaclean94,I would first check if there are any unreleased documents in the AR and AP Modules from the Close Financial Periods screen. Any unreleased documents can prevent the closure of the respective Financial Period with the Module.Kind Regards,Amaan.
Hello @kbedillion08,Hope you are doing great.The out-of the box TB can be run only for particular period you can create a custom report in Report Designer toolkit to run for multiple periods / for full year .There is a feature request current available related to this on the Ideas page, please review and upvote:Kind Regards,Amaan
Hello @kwilson03,Hope you are well.On the Bank Feeds screen → Load Transactions in Test Mode→ check if the “Currency Code” Column has been populated. If the is no currency Data on this column the issue needs to be reported to the respective data provider.(MX / Plaid).You can create a Support Case with Acumatica for further assistance.
Hello @ericlee78 ,Given that Acumatica Bank Feeds works with Plaid / MX as the Data Aggregator, as soon as Plaid/MX supports MFA for the specific Financial Institution the user can connect to such Financial Institutions.However, it must be noted that if MFA is required every time a user connects, then it will required to Update Credentials every time they want to download transactions.Further to this, it will be helpful to inquire with the Financial Institutions if MFA can be disabled for 3rd party access to make Bank Feeds more easily accessible. Kind regards,Amaan.
Hello @osutherin,This is known issue as detailed on this article:Hope this helps.Amaan
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