amandacc
Experienced Cover User
Joined 9 years ago
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Chart of accounts: Update system linked accounts
We often upload a chart of accounts into our essentials files and then map our accounts to a few of the commonly used system accounts (pad locked acccounts) I have found when mapping these accounts the original account is not deleted. Because you are mapping them, you are saying they are the same account so once an account is mapped to a system account wouldn't it make sense to have the software automatically delete the other account (merge them rather than 'move' the lock) "Map to System Accounts - Locked Accounts"Bank transactions: Allocate by payee
Any word as to whether a Payee column will be included in the transaction screen similar to Banklink. This is especially useful when coding cheques that are split between personal and private use as the set up of the payee dictates the split amount or percent you don't have to manually enter the split each quarter or month you simply enter the payee and the transactions will be automatically allocated to the correct accounts. Thanks, "MYOB Essentials - Payee column"1.4KViews6likes0CommentsMYOB Essentials Manage Rules Exact Match
Hi currently when setting up a rule in MYOB Essentials there are only three options to select in one of the 'conditions' menus. You have the choice of 'Contains' or 'Begins With' or 'Ends With'. Another useful option would be 'Exact match' to avoid a rule automatically allocating extra transactions, aside from the transactions it is designed to pick up on. Thanks.1.5KViews0likes0CommentsMap to System Accounts - Locked Accounts
We often upload a chart of accounts into our essentials files and then map our accounts to a few of the commonly used system accounts (pad locked acccounts) I have found when mapping these accounts the original account is not deleted. Because you are mapping them, you are saying they are the same account so once an account is mapped to a system account wouldn't it make sense to have the software automatically delete the other account (merge them rather than 'move' the lock)2.3KViews0likes0Comments