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Good morning all!
I am newer to the Acumatica world and struggling to find the best solution for what seems to be recurring issue. Cash accounts default by branch. Specifically when companies have multiple cash accounts and (either use one for each branch or one for multiple branches) are entering AP bills. The payment method will default by vendor, but since the vendors are shared across multiple branches, the cash account cannot be defaulted by vendor. So when entering AP bills, the cash account is left blank and user find it to be a pain to add in this field, especially since it's on a different tab.
Has anybody come across the end user frustration over this or figured out a way to make this easier since Acumatica cannot default cash accounts by company or branch? I am hoping that there is something obvious that I am not seeing.
Thanks
This one is definitely not so intuitive, at least it wasn't to me, someone had to point it out to me.
You can't have default Cash Accounts per Branch, but you can have default Cash Accounts per Branch per Payment Method.
On the Payment Methods (CA204000) screen you can check the AP Default checkbox once for each Branch.
Tim,
Thanks for the update - we were about to go down the customization route, when we found the same thing you did, almost by mistake. Acumatica support even told me that cash account by branch is not possible! Unfortunately, it still did not resolve my issue as I have multiple branches and multiple cash accounts to mix and match. Customization is still an option, but we are looking at a couple other ideas!
Did that fix your issue? We still had to make a customization within the payables screens....
@russell-williams
Russ - it definitely solves the problem of one branch to one checkbook, but not one checkbook to multiple branches.
Thanks,