Paul_C's avatar
Paul_C
Partner
11 years ago

Bank Feeds - Recurring Transactions Not Active

When allocating a bank feed deposit to a new transaction (a Receive Money transaction in this case) there is no access to Recurring Transactions that have previously been set up. 

 

This is a step backwards for any client that regularly records cash receipts, such as daily takings, and uses a Recurring Transaction to assist them to efficiently record the breakup of the daily takings across multiple lines and income accounts.

 

I do not know why the Recurring Transactions button is greyed out when in bank feeds, but it seems to me to be counter-productive and not very logical.

 

Please let me know if there is a reason for this that I have missed. 

7 Comments

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  • Matthew_W's avatar
    Matthew_W
    MYOB Staff
    11 years ago
    Status changed:
    New
    to
    New
    Thank you for your feedback on this Paul. That feature is currently not available, its not something that you're doing wrong. Adding this option in is something we'd be happy to consider adding in. In the meantime what I would suggest would be to look into adding a transaction Rule with the same details so you can just make the transaction manually and it will auto match up.
  • Paul_C's avatar
    Paul_C
    Partner
    11 years ago

    Thanks for the feedback Matthew.

     

    Unfortunately the allocation across multiple income accounts changes each time it is entered, so a standard rule will not suffice.

     

    Is there any process that  I need to go through to get a formal request for a change into your schedule?

  • Suja_P's avatar
    Suja_P
    Former Staff
    11 years ago

    Thank you for the update, Paul.

     

    This Idea Exchange board is considered as a formal request from our users for changes / enhancements that they would like to see in our software. 

     

    The feedback received on this board is used by our Developers to prioritise product enhancements. 

     

    Thank you again for your post. We request others who would like these changes to please Vote and add any relevant comments.

     

    Regards,

    Suja

    MYOB Support