Forum Discussion

Clearwall's avatar
Clearwall
Cover User
6 years ago

Bank Feeds

Why are my Direct Debit payments being allocated a Cheque Number?

myob-ref-Cashout2019.4
  • GDay53's avatar
    GDay53
    6 years ago

    Clearwall 

     

    Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

     

    What happens is if you use the TRANSACTION Rules which create Spend Money transaction, every transaction will be automatically given the next cheque number in sequence. If yiou want to change this you then have to open the transaction to do so.

    On the other hand a Bill or Invoice rule you can change the cheque number to whatever you want when you process the matching.

     

  • GDay53's avatar
    GDay53
    Ultimate Cover User
    6 years ago

    Clearwall 

     

    Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

     

    What happens is if you use the TRANSACTION Rules which create Spend Money transaction, every transaction will be automatically given the next cheque number in sequence. If yiou want to change this you then have to open the transaction to do so.

    On the other hand a Bill or Invoice rule you can change the cheque number to whatever you want when you process the matching.

     

    • ShellN's avatar
      ShellN
      Experienced Cover User
      6 years ago

      That was not always the case - it only changed recently 

      Prior to 24th September 2019 bank feeds would be posted with EFT as the reference

      Now it is using cheque numbers

      Transfers area also being allocated cheque number

       

      Making a big mess to be honest 

      If I now have to go in and manually change every transaction then I might as well not bother with bank feeds at all??

      • denise096's avatar
        denise096
        Contributing User
        6 years ago

        Toltally agree ShellN - it's now a big mess and Bank Feeds were not always assigned a "cheque number".

         

        Why has this changed? There is no solution to this question in the Community. It's now taking much longer to allocate Bank Feeds!!!

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.