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Cloud_Mind's avatar
Cloud_Mind
Ultimate Partner
2 years ago
Solved

Bank Feeds Automatically Approving

Hi MYOB,

 

One of my client files is automatically approving the bank feeds without my checking them first?

Is this a new feature.  If so how do I turn if off as I want to see what I am approvaling.

 

Regards

Renae

  • Steven_M's avatar
    Steven_M
    2 years ago

    Hi Cloud_Mind 

     

    Setup>>Preferences>>Banking -- Auto-approve bank transactions matches to MYOB transactions AND Auto-allocate bank transactions to outstanding MYOB invoices or bills would be preferences you want to review. These control auto approvals for matching within AccountRight.

     

    To answer your question around are they new settings, no they are not been around for a while, although, probably would say they are the most recent Preferences that have been added to AccountRight.

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  • Steven_M's avatar
    Steven_M
    Former Staff
    2 years ago

    Hi Cloud_Mind 

     

    Setup>>Preferences>>Banking -- Auto-approve bank transactions matches to MYOB transactions AND Auto-allocate bank transactions to outstanding MYOB invoices or bills would be preferences you want to review. These control auto approvals for matching within AccountRight.

     

    To answer your question around are they new settings, no they are not been around for a while, although, probably would say they are the most recent Preferences that have been added to AccountRight.

    • Cloud_Mind's avatar
      Cloud_Mind
      Ultimate Partner
      2 years ago

      Thanks Steven_M well ya learn something every day.   The client must have turned this on at this end.   Thank you for your help and explaination.