In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Import Scenario for importing Cash Accounts including payment settings, remittance detail and entry types
Has anyone managed to successfully import cash accounts into Acumatica including adding in all required payment methods, populating all the remittance details for Name of user, Account number etc and populating all the required entry types including the tax setting on the line for each entry type.
Would love it if you have, if you share a screen shot of the import scenario.
Much appreciate the time taken to review this.
Do you have a lot of cash accounts to import? This was one table that I've always configured manually as it didn't take long to do and building a GI would take longer.
Hi Royce, I absolutley agree as I would also normally enter these manually but I have 397 cash accounts to setup so thought this would be the ideal time to build the GI. I have most of the import working, I just cant populate the Remittance Account settings for the various Payment Methods.
Here's an excerpt from a Suppliers import that i did which assigned remittance account details. Hopefully it might be similar for what you are doing.
The above populates the fields indicated below: