Hi There
I'd love to see shortcuts in the Bank Feeds window that allow you to access the "Find" and "New" selections without having to use the mouse.
Regards
Megan "Bank Feeds Shortcut Keys"
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Can you add the ability to delete transactions from the right hand side of the bank feeds screen when you click the arrow to review the transaction? To delete the transaction you have close the bank feeds screen and go into the transaction journal in banking or find transactions.
"Deleting transactions from bank feeds"
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In Reconcile there is fast entry of Bank Charges.
It would be helpful to provide default Bank Charges account rather than have to re-enter this every time.
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In the Bank Deposit Screen to have the ability to click on the Refresh Button to make sure that the Date on Prepare Deposit Updates from the previous Posted entry when do multiple catch Prepare Bank Deposits. Currently it use the 1st Prepare Bank Deposit Date even thou you have entered the New Prepare Bank Deposit date.
"Prepare Bank Deposit - Refresh Button"
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I totally understand why bank accounts in bank feeds which have previous transactions attached can no longer be deleted. But is there anyway closed bank accounts can be inactivated so they don’t show in the drop down list maybe like employees cards? "Close bank accounts in Bank Feeds"
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When using the Bank Feed Bill Rule and clicking on the Possible link, the payment screen should default the following information
1. Payee Name
2. Memo from Supplier Card
3. Remittance Advice Delivery Status from supplier card
4. Should not default to EFT
"Bank Feed Bill Rule Applying Payment"
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Can I suggest there should be the feature to group transactions on the bank feed screen for bulk data coding?
I.e. tick all the transaction you want to go to the same account.
And/Or possibility to sorting by bank description, ie so that it will group all the same transactions together to do the above step and then click the date and it will resort into date order.
Does this make sense? Does anyone think this is worthwhile? (forgive me if I have missed some of the programs existing functionality)
"Bank Feeds Efficiency"
Thanks
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Can someone please advise why you cannot change the status of remitance adivse from email to print and vis versa
Having to print scan and then send is very frustrating
When is this being resolved. its been longer than a year now.
"Change of status of remittance advice'
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I want the ability to be able to create a journal from the new button on the bank feeds screen.
Currently I have to go back to the command centre click, accounts then create journal and then go back into bank feeds and match and approve the transaction. A very backward way and time consuming method of doing it.
Here is part of the conversation.
http://community.myob.com/t5/Getting-started-with/Creating-journal-from-bank-feed/m-p/338177/highlight/false#M46839
"Create Journal From Bank Feeds"
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When Processing Electronic Payments it would be so great to be able to have a field showing Statement Text as I cannot see this until I have uploaded the batch into my banking.
If I have missed entering an invoice number in statement text when paying the purchase I cannot see this until this stage.
Then I have to back out and muck around before resubmitting the batch. Unless I am missing some other way of easily seeing this first....any suggestions very welcome. thanks
"Electronic Payments to Show Statement Text"
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Why can't the screen layouts for these two be the same? ie: ID No, Date, Payor/Payee, Amount, etc. Currently Receive Money is in this format, whilst Spend Money is Cheque No, Date, Amount, Card. I think this might be a simple switch.
"Spend and Receive Money"
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I would like the the ablity to enter the statement number into the reconciliation and have it appear on the reconciliation report. It would need to be able to have characters in front of it and not be required to be unique set of characters or numbers.
"Assign / Load a number or characters against Bank Rec"
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When on the bank register screen and using the pay bill feature at the bottom to enter payments, after entering a payment the cursor stays at the record button field. The cursor needs to go to the date field ready to enter next payment. At the moment you need to keep reaching for the mouse to shift the cursor or tab 12 times to get it to where you want it.
"Cursor positioning after entering transaction"
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When creating a rule and using the advanced options the percentage column needs the ability to be able to be changed to a fixed amount. eg $256.06 each month for insurance is split into $173.11 business, $82.95 drawings.
At the moment you have to work out the percentage manually. You also need to be able to put a fixed amount to one code and the balance to drawings.
Great to start working with it.
Shelley
"Bank Feeds - Rules"
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When receipting credit cards there is a tick box to update the card details when receipting. It would be very helpful to be able to change cheque details also when receipting.
*Edit - " Update Supplier Card with Payment Details " tickbox for Cheque payment method
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Please correct the kiwibank format for the electronic batch for paying creditors. At present it is dropping particulars, code and reference which is crucial for some payments being made. This is not editable once it gets to kiwibank, so needs to be correct at creation of file.
"Correct the Kiwibank format for creditors batch"
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Hi
Like others I have problems with the wrong rule being applied, but my main issue is when it comes up with a possible bill match and there is no X to cancel this and you have to select new and re-enter.
It would be great to be able to select the correct rule and apply it, either by clicking on the Rule Applied button on the relevant line and the rules pop up to select or clicking new and being able to select to apply a rule (the correct one).
When rules work they are great, but I find I have a lot of frustration with them as well.
Would love to know if it would be possible.
Thanks
"Bank Feeds Manage Rules"
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I would like to be able to change the background colour to differentiate between the various bank accounts. When I am inputting and I sometimes change between bank accounts, credit cards etc, if I get interuppted it would be handy to tell at a glance what account I am in rather than work it out after I've input to the wrong account.
"Difference between Account Right Plus & Account Right Premier"
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As the support centre confirmed this is not possible at the moment I wondered if a future upgrade could allow this.
We are using the system to process sales, earnings from associated businesses.
At the moment I manually type in the data to excel.
In the past, we did move it to the bank register as a first step and then generate an excel file. But it involves double handling things to allocate to a general account first and then later split it between advisers and then match.
It would be more time efficient and accurate to generate a report to excel from the Bank Feed or a Bank Feed Report option.
Other businesses who need to follow up receipts and sales documents to allow bank feed transactions to be allocated would also benefit from being able to export to excel from the Bank Feed screen.
"Enable "Bank Feeds" data to be exported to excel"
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