Forum Discussion

MichaelEFM's avatar
MichaelEFM
Contributing Cover User
4 years ago
Solved

Automatic Allocation of Bank Feeds

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 cons...
Bank feeds
Banking
  • Steven_M's avatar
    Steven_M
    4 years ago

    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.

Steven_M's avatar
Steven_M
Former Staff

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.

RJR's avatar
RJR
User
4 years ago

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