Questions How to import payments and apply them to invoices?
Hi all, my company is currently transitioning from Quickbook to Acumatica.In Quickbook, we upload an excel file containing payment info for invoices and then apply them to a batch of invoices. Is there any way in acumatica I can import an excel file, that have the info about the payments and apply them to corresponding invoices?
This is definitely possible using an Import Scenario.
For the foreseeable future, the Forums here will focus on the Reporting Tools in Acumatica (Dashboards, Generic Inquiries, Report Designer, ARM Financial Report Writer, Velixo, Excel, Power BI, etc.) and also discussions that are too “transparent” to be allowed in the new official Acumatica Community Forums. For more info about how AUGForums.com compares to the new official Acumatica Community Forums, checkout this post:
That said, you might also checkout this existing Discussion Topic: