Hi Denise,Are there any great “How to” Videos or Support Documents on how to create our own Payroll Import Scenario’s written for novice users? Also, are there any updates on when Acumatica may provide an “integrated timeclock” for Acumatica Payroll?Thank you,
Lot/Serial number tracking does NOT work well with an Integrated POS system. So we do not want to tie the expiration date to any Lot/Serial number. I have add the Attribute for this to see if Kbeatty21 advice works. Thanks for the responses though, I do appreciate them both!
PatrickSchlenker90 - The constraint/bottleneck with using the Lot/Serial tracking available with Acumatica happens at the Point Of Sale (POS). We tried this and had to turn off Lot/Serial tracking for the seed items I’m mentioning and if anyone doesn’t know it, it costs a fortune to turn off Lot/Serial tracking “after” you have implemented it and used it on items. We sell millions of dollars of “various seeds” Flower, Vegetable, Food Plot, Lawn Seed etc. online and through our retail store. The turnover of this seed is extensive. So we really only need to track expiration dates of all inventory left in our physical store. When the seed arrives it can have many different lot/serial numbers per seed for the same batch and we order hundreds of different seeds. So as you can see we end up with thousands of lot/serial numbers (but all have the same expiration date which is always 1 year from the Test Date on any incoming batch. At our POS it requires us to “select the correct lot/serial num
jvaliente51 Thank you for your response. I am working with my bank based on the post you provided. I will update this community with my banks answers once I have them. Thanks again!
I didn’t get much help, but here was my banks answer.Hi Scott,Thanks for reaching out! We do not have a direct connection with Plaid; however, I have heard of members using it. I understand that Plaid would use your credentials to login to your account on your behalf and collect your transaction history. What I cannot guarantee is that your online accounts will be formatted in a way that fits Plaids requirements.
I thought I posted my banks response before, but I don’t see it so I will add the response.Thanks for reaching out! We do not have a direct connection with Plaid; however, I have heard of members using it. I understand that Plaid would use your credentials to login to your account on your behalf and collect your transaction history. What I cannot guarantee is that your online accounts will be formatted in a way that fits Plaids requirements. I would be the point person for a call with Plaid.
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