Forum Discussion

thekenyan's avatar
thekenyan
Contributing Cover User
1 month ago

Transactions re-sorted when next 50 are shown

One feature I used to like in MYOB bank transactions was the ability to sort a group (typically a quarter at BAS time) of transactions in various orders, be it deposits/withdrawals or often by Category. It gave me a quick chance to review classes of transactions. Say a quarter had 200 transactions, and more than 50 belonged to one category they would all show up in a row, then click 'show more' to get the next 50 and it would carry on logically.

Now however, in a recent change (for a reason I cannot begin to imagine), each group of 50 are re-ordered every time you click 'show more'. So now, for any group/quarter etc this is a completely pointless function because I can't look at whole lot in one big orderly fashion.

I should say to, this is only when sorting by Category. When seaching by deposit/withdrawal it still has the smarts to carry on as it was...

Hopefully somebody knows a workaround, or MYOB could comment and explain the logic and possibly tell me it's going back to how it was :)

2 Replies

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    1 month ago

    Hi thekenyan,

    Totally get where you're coming from, and thanks for your detailed input. As a workaround when you’re reviewing a whole quarter by category (for BAS, etc.), the cleaner option is to use reports instead of relying on the on‑screen bank feed grid, for example:
     

    • Run a Bank transactions / General ledger (detail) style report for the quarter.
    • Export to Excel and sort or filter by Category there.

    I’d also hope that there is someone in the Community here who can share their input or any practical workarounds that are helping them review a full period by Category with the updated page.

     

    For reference, here’s more detail about the updated Working with bank transactions


    Regards,
    Earl

  • thekenyan's avatar
    thekenyan
    Contributing Cover User
    1 month ago

    Thanks Earl_HD​,

    I appreciate the suggestion. I also use the GST detail report functionality and sort that by Category which does the trick. There's then no need to export to Excel and sort/filter etc. The convenience though of being able to use the bank feed option (prior to double checking using reports) was the ablility to easily make changes on the go (your suggestion would then mean finding the transaction back in MYOB to correct).

    All not a huge issue, but I guess my main concern is WHY? This wasn't the case previously, it worked great. I just don't understand why these sorts of changes occur when a page is updated...To remove one part of the functionality for one particular use of a screen but not others is odd.

    Thanks for replying though.

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