Forum Discussion

Dave_C's avatar
Dave_C
Cover User
2 months ago
Solved

Bank Transactions Screen default dates wrong

Every time I go to the Bank Transactions s screen (from the Dashboard or directly), the display period defaults to a calendar year.   If I hit the reset button, it will adjust it to the last 3 ...
period dates
  • Genreve_S's avatar
    Genreve_S
    2 months ago

    Hi dave_c,

     

    As I understand it, the web app should remember your filters. When you close and return to the bank transaction window, your filters should still be in place. If the app isn't remembering your filters, it might be an issue with your browser cache. I recommend clearing your browser cache, setting up the filter in the bank transaction window, closing the window, and then returning to see if the filters are retained.

     

    If the issue persists after clearing the cache, it might be best to reach out to support for proper troubleshooting. You can connect with our virtual assistant, MOCA, for prompt support through this link: myob.com/support. If MOCA can't help, you'll be automatically directed to our live chat team.

     

    Let us know if you need any other assistance.

     

    Thanks,
    Genreve

Dave_C's avatar
Dave_C
Cover User

Thanks Shella

I think you have missed the point - I know I can use the drop down to select a different period, or, as Admin, I can change the lock date but these are not the problem.

 

The problem is that when I go to the Bank Transactions page, it defaults to a Period of 12 months - I want to have it 'remember' the period I select so that each time I go back to the page, it shows me that period 

 

I'd even be happy if it displayed the apparent intended default which is 3 months (that's what it shows if I hit the reset button)

Shella_A's avatar
Shella_A
MYOB Moderator
2 months ago

Hi Dave_C

 

Thanks for the clarification. I get that you want the bank transaction window to remember or to set a default, which you intended for the 3-month selected period each time you view the transaction. Currently, the Bank Transactions page (accessible via the Banking menu) lets you search for a particular status of a transaction and for a selected period, which we can't set to a default one.

 

However, I know how this can save you a lot of time. I encourage that you take a moment to post on the MYOB Business Ideas Exchange board for consideration. You're welcome to share your thoughts with us.

 

In the meantime, feel free to let us know if you need any other assistance.
 


Kind regards,

Shella

  • Dave_C's avatar
    Dave_C
    Cover User
    2 months ago

    Thanks Shella

    I will do this, but I am surprised that you would think that it would be normal for the default behaviour of that screen to show a Date Period that starts earlier than the locked transaction date?

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator
      2 months ago

      Hi dave_c,

       

      As I understand it, the web app should remember your filters. When you close and return to the bank transaction window, your filters should still be in place. If the app isn't remembering your filters, it might be an issue with your browser cache. I recommend clearing your browser cache, setting up the filter in the bank transaction window, closing the window, and then returning to see if the filters are retained.

       

      If the issue persists after clearing the cache, it might be best to reach out to support for proper troubleshooting. You can connect with our virtual assistant, MOCA, for prompt support through this link: myob.com/support. If MOCA can't help, you'll be automatically directed to our live chat team.

       

      Let us know if you need any other assistance.

       

      Thanks,
      Genreve

      • Dave_C's avatar
        Dave_C
        Cover User
        2 months ago

        Thanks Genreve

        I was wondering if that was the issue - on Edge I couldn't work out how to clear the cache for specific sites but I did a global clear and it looks like it has solved the problem