HEATHZ's avatar
HEATHZ
Experienced Cover User
11 years ago
Status:
Done

Bank rules: Turn off auto allocation

Hi,

 

Just wondering if there is a way to turn off the auto allocation in LiveAccounts as I find it is constantly matching wrong payments to the wrong customer or supplier invoice.  Twice I have thought that a bill had been paid as it was cleared out of the system only to receive an overdue notice from the supplier and when I go through and check it has in fact been auto reconciled by LiveAccounts with another incorrect payment

 

"LiveAccounts - Turn off Auto Allocation"

Banking
T:Banking and Ledger

57 Comments

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  • StephenL's avatar
    StephenL
    MYOB Staff
    11 years ago

    Hi Heathz,

     

    There is no option in LiveAccounts to turn off the auto matching at this time. I will pass on your suggestion to the product manager, so they are aware of the issues it is causing you.

    • Shel9876's avatar
      Shel9876
      Cover User
      11 years ago

      I also have this issue.  I have to print off my months accounts every month and check each allocated transaction and correct the ones that are incorrect.  It takes a couple of hours every month.  I would prefer auto allocation be turned off please.

  • Barry_C's avatar
    Barry_C
    MYOB Staff
    11 years ago
    Status added:
    Open
    Thanks for the idea. I can certainly see how having this as an option would be a great feature. We would love to hear from other users what you think. Please keep the votes and comments coming.
  • canberra's avatar
    canberra
    User
    11 years ago

    Please add this feature I am constantly finding incorrectly allocated transactions.  Quite often the only thing that matches is the amount.  This is not time saving at all.

  • Pettur's avatar
    Pettur
    User
    11 years ago

    PLEASE PLEASE PLEASE add this feature. Constantly having to re-allocate transactions as they are matching to the wrong invoices! Creates more work than needed.

  • JasonHill's avatar
    JasonHill
    Former Staff
    11 years ago

    Hi canberra and Pettur 

     

    Thanks for your comments. We also encourage you to register your vote by clicking on the + Vote icon above next to this suggestion's name.

     

    All the best,

    Jason Hill
    Community Manager

     

     

  • ok180's avatar
    ok180
    Contributing User
    10 years ago
    Yes, this needs to be added it. It's pointless having amounts automatically allocated if you have to go back and re check everything anyway. This should be an easy option to add.
  • AndersonCA's avatar
    AndersonCA
    Partner
    10 years ago

    It would be very good to be able to turn off Auto Allocation as this causes extra work to check that they have been allocated to correct invoice.

    Please Address ASAP.

  • StaceG's avatar
    StaceG
    User
    10 years ago

    Please add in the option to turn off auto allocation as this causes alot of extra work.  Please look at this ASAP

  • MelJS's avatar
    MelJS
    User
    10 years ago

    Please add this option. I am constantly having to un-match and re-match payments.

  • LauraNNE's avatar
    LauraNNE
    User
    10 years ago

    Hi there! 

     

    We would love to be able to disable the automatic allocation. Money out is not so much an issue but money in is a nightmare! We are constantly having to unmatch/delete payments and re-allocate them. It would be much more time effective to simply allocate our payments recieved ourselves. We would love this to be changed ASAP.