Forum Discussion

AaronWhite's avatar
AaronWhite
Experienced User
1 year ago
Solved

Undeposited funds box always checked

When I go into Receive Payments, the Undeposited Funds box is always checked. Is there a way to change this default to unchecked? I haven't used undeposited funds for many years since we stopped receiving cheques. 

 

  • Hi dinky, 

     

    That sounds very unusual. If "When I Receive Money, I Prefer to Group It with Other Undeposited Funds" is already unticked under Setup > Preferences > Banking, the setting should be applied to the Receive Payments window as expected.

     

    I recommend closing and reopening AccountRight, then check the Receive Payments window again. If the box is still selected, its best to reach out to our support team so this can be investigated further. You can also find more information here: About Undeposited Funds. 

     

    Regards,
    Genreve

5 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    1 year ago

    Hi AaronWhite,

     

    Great question! Since you're not using undeposited funds anymore, you can change the default setting so that box isn't automatically checked. Just go to Setup > Preferences > Banking and uncheck the option that says, 'When I Receive Money, I Prefer to Group It with Other Undeposited Funds.' That should do the trick.

     

     

    Regards,

    Sai

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    18 days ago

    Hi dinky, 

     

    That sounds very unusual. If "When I Receive Money, I Prefer to Group It with Other Undeposited Funds" is already unticked under Setup > Preferences > Banking, the setting should be applied to the Receive Payments window as expected.

     

    I recommend closing and reopening AccountRight, then check the Receive Payments window again. If the box is still selected, its best to reach out to our support team so this can be investigated further. You can also find more information here: About Undeposited Funds. 

     

    Regards,
    Genreve

  • AaronWhite's avatar
    AaronWhite
    Experienced User
    1 year ago

    Perfect, I knew I had seen it somewhere :)  Thankyou

  • dinky's avatar
    dinky
    Experienced User
    21 days ago

    Hi,

    The Undeposited Funds box is still checked even though the 'When I Receive Money, I Prefer to Group It with Other Undeposited Funds' is unchecked.

    Any other suggestions?

    Thanks

  • dinky's avatar
    dinky
    Experienced User
    18 days ago

    Hi Genreve,

     

    Thank you for your reply, I appreciate it.

     

    Your suggestion worked.

     

    Thank you

    Regards

    Dinky