Forum Discussion

Cloud_Mind's avatar
Cloud_Mind
Ultimate Partner
3 years ago

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 approvalin...
  • Steven_M's avatar
    Steven_M
    3 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.

Steven_M's avatar
Steven_M
Former Staff

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
3 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. 

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