Forum Discussion

Experienced User

21 days ago

MYOB Bank Feeds 'cheque no.' ID change to EFT instead of cheque book numbers.

Hi Everyone, We have just started using myob bank fees. When we match a transaction in the bank feeds that we haven't already entered into the system ourselves and changed the ID number. it autom...

Doreen_P

MYOB Moderator

19 days ago

Hi LKJAMES17,

Love that you walked us through what you’re doing on your end, that helps a ton. There's no option to make EFT the automatic default and you’ll need to manually override it each time. It'll keep using its own auto cheque/reference numbers so every pay can be uniquely tracked if something breaks.

Cheers,

Doreen

LKJAMES17
Experienced User
19 days ago
Hi Doreen,

Thank-you so much for your reply. So just confirming there is no way to change the automatic default of using our cheque no.? Because that is our actual cheque book numbers so it keeps using them? if there is no way around we will just have to keep manually processing. Sort of seems like it defeats the purpose of bank feeds trying to make things seemless and save time.

Thanks!
- Genreve_S
  MYOB Moderator
  19 days ago
  Hi LKJAMES17,
  
  That’s right. There’s no way at the moment to change the default from using the cheque number, so you’ll need to keep overriding it to EFT each time for now.
  
  If you are you'd like this to be an option in the future, I recommend posting on the Ideas Exchange board so other users can vote on it, and the dev team can gauge the interest for that capability.
  
  Regards,
  Genreve