Turn off new match suggestion "improvement"

Thanks Earl

I don't think the automatic match is the issue, but it's the recently released feature of "intelligent suggestions" that's the annoyance.

Toggling the suggestions one off has removed the account suggestions which is great.

But unfortunately the screen real-estate hasn't reverted, it's still using the new CSS.

Has something changed in the latest update for transaction descriptions?  The row height never use to be this large.  Obviously it's dependant on how much transaction information there is, but I swear even with descriptions of this length it never use to cause row heights like this.

The double spacing in almost every screen is very, very annoying.   Any way of it reverting back to the ol' days?

Also, the new purple suggestions 'star' is a time waster.   I do not have the second toggle to switch off in Bank Rules like you have listed.   Is there any other way of turning it off?

Thanks,  Shaz.

Hi Omnichannel,

Totally hear you on this one. The good news is, you can turn off automatic matching in MYOB Business to stop those suggestions. You can find all the steps here in this help article: Managing Rules



Regards,
Earl

Omnichannel​ Earl_HD​ 

Good that a User can turn off Automatic Matching.

Xero was talking about Automatic Bank Reconciliation at Xerocon yesterday (and the ability to turn it off).

Quick and Easy for the User.

Will the standard of information within the MYOB file improve?

The Checks and Balances in preparing Financials/BAS/Tax Return will need to change if Users leave Automatic Matching on.

Can the format of the Journal Entry Report be improved?

It is lacking in detail - the format of the old Session Report could be used.

Duncan

Hi DuncanS,

Thanks for sharing your feedback and questions. Having the option to turn off automatic matching gives you more control over your bank reconciliations, and we’re keen to keep things simple and straightforward in MYOB so it suits the way you work. We’re continually working to enhance data quality within the MYOB file for more reliable, detailed records. When automatic matching is used, it's recommended updating your checks and review procedures for BAS, tax returns, and financial statements to help maintain compliance and accuracy. Lastly, your suggestion for a more detailed Journal Entry Report's a top one. It's best to post it on our MYOB Business Ideas Exchange board so it gets shared with our team for future improvements.

Cheers,

Doreen

Yes, it's off. If you open the transaction field and select save to save the match and then move on the next transaction before saving is complete. The field saving closes and also closes the next transaction I was working on. When it does that it is like the screen scrolls and I have to work our what I was working on because I'm no longer looking at the same thing. MYOB, the new bank matching screen online needs a bit of work to to smooth out the process. 

Hi DALEWI,

That does sound pretty unusual! I'd recommend reaching our back end team so they can take a look at this for you. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount.

Regards,
Earl

Hi Earl_HD​,

Here is an example of a direct match but the AI is giving me 10 suggestions instead of matching the amount directly like it used to do fairly consistently. The amounts look random and are way off but the open invoices are from the same debtor as the correct match. The payment has not been receipted in MYOB prior which is the same way I have been doing it for years. This is also the 'field' I am referring to where it opens up to show the user the suggested transactions. When I select the correct transaction and click save, the system takes a few moments to complete the process. If I move on to another transaction and open this same 'field' on the new transaction before the the system has finished matching, when it does finish, the system closes both the matching field and the new transaction field I have opened.  When it does that, it feels like the bank transactions list are scrolling up and down the screen (sometime 10-20 lines depending on how many suggested transaction were listed in the open fields) making it difficult to follow where I was at. I don't believe it is a browser processing or slow internet issue but an unintended action of how it's designed. If I do them 1 by 1 and wait for the processing it doesn't feel as bad but because it is now finding 10 or more suggested matches, the amount or screen real estate that changes is a lot greater than prior making the effect feel worse overall. I believe this is the same or similar to points 1 and 2 from the OP

And to add a bit more to it. Fairly regularly the matching process fails because 'something went wrong' and because the screen real estate moves around so much, it is easy to overlook the non matching and then find it not matched later on. 

And to add a bit more. It doesn't like matching multiple suggestions and will give a 'something went wrong' pop up notification and it doesn't match more than one. IE: If the systems has correct suggestions/matches for multiple bank transactions and I use the tick to approve each match, Subsequent approvals fail if I approve/tick them before the other has finished processed. I should be able to tick through the correct matches and it processes them one by one just like how the desktop version does if I tick approve, approve, approve on multiple correct matches.