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Accounting in Acuma...
“Poor man’s” projec...
 
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Questions “Poor man’s” project / cost accounting

 
Accounting in Acumatica
Last Post by Jeffrey Patch 3 years ago
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Greg Polsky
Posts: 10
 Greg Polsky
Topic starter
October 2, 2022 9:33 pm
(@greg-polsky)
Eminent Member
Joined: 7 years ago

Anyone aware of Acumatica functionality or customization that allows tagging a transaction line with a validated field and then flow to GL. For example, project accounting does offer ability to add project task and now cost code on transaction line level.  For example a customer may want to track an event Id or job against an AP expense line. Only way I’m aware of now is you purchase Project Accoutning.  But the price of the add for project accounting to steep for just that functionality.   I remember on Sage 500 they had gl codes that could be used as custom fields when that gl account was used.   Anyone aware of existing add in or customization out there?  Otherwise, a customizing we will go.  

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Jeffrey Patch
Posts: 38
 Jeffrey Patch
October 3, 2022 11:23 pm
(@jeffrey-patch)
Trusted Member
Joined: 5 years ago

Hello Greg

Use a subaccount segment for pseudo projects.  This provides for:

  • Validation - you validate the segment from predefined list
  • Easy data entry - just make sure you have a an easy to enter default.  e.g  0000 for a 4 digit "project code"
  • Reportability
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