Forum Discussion

MyAccountsHat's avatar
MyAccountsHat
Experienced Cover User
3 months ago
Solved

Card File Query

Hi All    I'm unsure whether this should be a question here or in the development and feedback forum but there are a couple of things I find very frustrating about the card file functionality and h...
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  • Genreve_S's avatar
    Genreve_S
    3 months ago

    Hi MyAccountsHat, 

     

    I totally get where you're coming from. It'd be super handy to have those payment memos and tax codes prefilled for transactions from bank feeds.

     

    Right now, though, if the transactions were created from the bank feed window, it just grabs the data from the bank feed transaction automatically. But hey, if you think it's a feature worth adding, why not toss it up on the Ideas Exchange board? That way, it might get some love in future updates.

     

    And of course, if you need any other help, feel free to start up a new thread in the forum.

     

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

     

    Thanks,
    Genreve 

Genreve_S's avatar
Genreve_S
MYOB Moderator
3 months ago

Hi MyAccountsHat, 

 

I totally get where you're coming from. It'd be super handy to have those payment memos and tax codes prefilled for transactions from bank feeds.

 

Right now, though, if the transactions were created from the bank feed window, it just grabs the data from the bank feed transaction automatically. But hey, if you think it's a feature worth adding, why not toss it up on the Ideas Exchange board? That way, it might get some love in future updates.

 

And of course, if you need any other help, feel free to start up a new thread in the forum.

 

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

 

Thanks,
Genreve