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

Question

Hi Everyone,&nbsp;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 automatically comes up with our next cheque book number. But I need to be able to change this to either EFT, Direct debit etc.&nbsp;I realise we can go in manually after and change it to EFT but then it unticks the match.We have done quite a number of these over the last month and everytime we change it after the fact it then unticks the match and we are rematching many transactions.&nbsp;Is there anyway to have it automatically say EFT as that is our most commonly used option?&nbsp;Thank-you,Leah

genreve_s · Answer

Hi LKJAMES17,&nbsp;&nbsp;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.&nbsp;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.&nbsp;&nbsp;Regards,Genreve&nbsp;

doreen_p · Answer

Hi LKJAMES17,
&nbsp;
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.&nbsp;
&nbsp;
Cheers,
Doreen

lkjames17 · Answer

Hi Doreen,&nbsp;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.&nbsp;Thanks!

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

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