Feeback on "Smart" Bank Reconciliation
We are just trialling this, as an alternative to the bank feeds menu on the desktop AccountRight. Couple of observations: Not sure why the customer and supplier items are not set up to displa...
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Further comment - after a couple of weeks of trialling this, the rules on our main transaction account have just stopped being applied. Think merchant settlements for lots of sites that are easily identified by the merchant ID in the transaction narration. Nothing has changed in the narrations. The rules worked, and then a couple of days ago they didn't. MYOB "smart reconciliation" is trying to match settlements to customer accounts, despite have history of what these transactions actually match to.
Anyway I don't have time to muck around and figure this out, back to the bankfeeds menu in the desktop app.
Same issue with many of my clients - what is the solution MYOB or partners?
Yesterday after the public holiday in WA I was reconciling our other bank account with the "smart reconciliation" - I like the function of being able to attach the remittance advices to customer payments. Anyway I randomly checked our transaction account, and the rules had started working again. But you would like to think that rules would work consistently, not at random.
The search function for applying payments to invoices is pretty terrible. We have some customers that are very similarly named, and we can't set up rules for these customers.
