MHerdman's avatar
MHerdman
User
10 months ago
Status:
New

Prepare a Bank deposit feature

I would like to see the 'Prepare a Bank Deposit' feature brought into MYOB Essentials.  I have a client who has many Sales invoices of the same value and a lot of his customers pay their invoice online so all these payments sit in Undeposited funds.  The feature 'Automatically match Bank transactions to MYOB bills and invoices' was also ticked so he now has a mess of invoices that have been matched incorrectly and he has created more of a mess trying to 'fix' it.  I think it would be beneficial for him if he could Prepare a Bank deposit and make sure the invoice payments he is picking up aggress to his Online payments report for that day. 

Could we also make the feature 'Automatically match Bank transactions to MYOB bills and invoices' an option to choose rather than a default?

3 Comments

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  • Celia_B's avatar
    Celia_B
    MYOB Moderator
    8 months ago

    Hi MHerdman,

     

    Thank you for your post and welcome to the Community Forum. 

     

    In this matter, MYOB Essentials does not have a 'Prepare Bank Deposits' feature. You can either do a General Journal. And we want to thank you for using our Idea Exchange Board and sharing your ideas. Our product development team do use the board to gain insight into what our clients want to see of our product. 

     

    With regards to your question on Automatically match bank transactions to MYOB Bills and Invoices, in this matter, bank feeds work by matching transactions from your bank to those recorded in MYOB. It will try to automatically match bank transactions to MYOB transactions. If no automatic match occurs but there are possible matches, you can manually do the matching. You can check out this Help Article: Matching bank transactions, for more information. 

     

    I hope this helps. If you need further assistance, feel free to post again. We are happy to assist you. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Thanks, 

    Cel

     

  • Celia_B's avatar
    Celia_B
    MYOB Moderator
    8 months ago

    Hi yanzi,

     

    Thank you for your post and welcome to the Community Forum. 

     

    In this regards, you can check out this link for the MYOB bank list. 

     

    If you have questions or if you need assistance, feel free to post again. We are happy to assist you. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Thanks, 

    Cel