Bank Feeds: Match - Extending search date range

[DonnaAlleman]

I would like the Bank Feeds- Find auto date range  suggestion to increase from 7 days to say 30 days

My client writes cheques and they are rarely presented in 7 days.

So for the 50 cheques he writes each month- the process of matching is rather time consuming- defeating the purpose of livebank feeds. 

 "Bank Feeds - Opening Up The Date Range"

[Matthew_W]

Thanks for your suggestion, Donna. The option to better customise the Bank Feed's allocation rules once you receive them is something we would be happy to consider for a future update. To see the demand for this from out community, it would be great to see some votes and comments on this idea.

[Barkel]

Just do it - 7 days is NOT a big enough window.

I have to draw cheques and deliver them to a board of directors for dual signatory.... these cheques are lucky to be "in the mail" within 7 days.  

I love everything about bank feeds EXCEPT the way it processes cheque payments.

Even if cheques are presented within the 7 days - you always have to search for them ... they are NEVER automatically matched.

I don't understand why MYOB does not automatically match the cheques based on the cheque numbers and amounts - despite their age.   Having to change the search parameters from 7 days is just another frustration - the main problem is not having an automatic match based on certain basic criteria to start with.

ALSO:  you need to make Recurring transactions accessible from the bank feeds along with the PAY ALL / RECEIVE ALL OPTIONS when processing transactions. .. (I was told this feature was included  3 releases ago but it still doesn't work?!!)

[interAccounts]

I agree - 7 days isn't long enough.  Cheques being mailed to another state will take longer than 7 days for them to be delivered and presented.

Maybe having an option in the preferences section to set the default number of days for this would be a good solution - that way each company can choose how many days suit their needs.

[David_ookkee]

I agree the date range needs to be much wider. It would be a bonus if it were customisable through the preferences.

[RoslynC]

I would like the option of extending the automatic search period to 3 or even 6 months.  We have many clients who delay banking their cheques

[lotstolearnNSp]

I would like to be able to reduce the default date range as the majority of our sales are the same amount so a large  number of transations show up... like the OP, this make is less useful.

[Tully]

I would like the Bank Feeds- Find auto date range  suggestion to increase from 7 days to say 30 days

The process of matching is rather time consuming- defeating the purpose of livebank feeds. 

Just wondering can this be done? Seems pointless that some transactions take longer than the default time and I have to keep going into each one to check.

[Princess_R]

Hi @Tully,

Thank you for your suggestion to extend the Bank feed auto-date range from 7 to 30 days. We get how this could improve check matching and the user experience. We assure you that ideas that receive a significant number of user votes are considered for inclusion in our roadmap for future enhancements. 

Please feel free to start a new post if you require further assistance.

Cheers,

Princess