RECONCILE ACCOUNTS BANKING
In Reconcile Accounts I would like to know if there is a way to stop MYOB automatically dating the Reconcilation the date you are actually logged in and doing it, automatically ticking every transact...
Forum Discussion
Hi Movementmyo,
It’d definitely be handy if the Reconcile Accounts screen could auto‑pick the date based on the latest transaction. At the moment, though, there’s no way to change that behaviour; you still need to manually set the statement date each time.
You’re right about bank feeds, too: when you create or match transactions from the Bank Feeds/Bank Transactions screen, those transactions will usually come into Reconcile Accounts already ticked, because they’ve been treated as “cleared” by that process.
The screen jumping back to the top every time you tick a box isn’t expected behaviour. Because we’re not seeing that as a known issue right now, the best next step is to get support to check your specific file and setup. You can reach the team by:
- Logging a case from My Account, or
- Starting a live chat with MOCA, our virtual assistant, on the MYOB Support page.
Regards,
Genreve
I'm having the same problem with the screen jumping back to the top every time I tick a box. I log into two different customer accounts and am having the same problem with both. Different email addresses, different passwords, same problem.
Having the same issue with the bank feed jumping as well
Hey Jamie-K,
Appreciate you chiming in and confirming you’re seeing the same bank feed jumping behaviour. That isn’t how the screen should behave. It's best to contact our team so they can what's going on in your file and sort out why it's happening. You can reach them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account.
Cheers,
Doreen
