nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Automatic Allocation of Bank Feeds

MichaelEFM

I have noticed that since the last upgrade we now have deposits to our bank account being automatically allocated to open sales invoices that we have in our system.

Ordinarily this would be considered a good thing because it saves time matching deposits to your sales invoices, my problem is that we operate a business where the vast majority of our invoices are prepared on behalf of other businesses and we need to know when each invoice has been paid so that we can forward the payment on to the other business.

We don't have any rules set up to automatically allocate bank feeds to sales invoices so I am guessing this a system wide upgrade and I am wondering if there is a way to turn this functionality off for our business.

Thanks

Find more posts tagged with

Bank feeds

Banking

Accepted answers

Steven_M

Hi @MichaelEFM

With some recent updates, additional preferences have been added with regards to Bank Feeds. These can be enabled (or disabled) through - Setup>>Preferences>>Banking

Auto-approve bank transactions matched to MYOB transactions
- Auto-allocate bank transactions to outstanding MYOB invoices or bills

If you are not wishing to have that auto-allocation of MYOB invoices or bills, do navigate to that preference window and disable that bottom preference.

All comments

RJR

Hi Steven,

having the same issue with automatic bank feed, checked the preferences as you suggested and the box for Automatic Matching is not ticked. Is there another way of disabling this function?

Cheers

Roger

MichaelEFM

Thanks Steven, much appreciated.

Steven_M

Hi @MichaelEFM

With some recent updates, additional preferences have been added with regards to Bank Feeds. These can be enabled (or disabled) through - Setup>>Preferences>>Banking

Auto-approve bank transactions matched to MYOB transactions
- Auto-allocate bank transactions to outstanding MYOB invoices or bills

If you are not wishing to have that auto-allocation of MYOB invoices or bills, do navigate to that preference window and disable that bottom preference.