82 Comments
- Cassandra_BurrPartner
I am surprised that this thread dates back to September 2013 and nothing has been done about it. surely it can't be that hard to split the payment over two bank feed transactions.
I have a client using EFT - everything that comes through goes in as a lump sum sale at the end of the day. However we have just linked up bank feeds, and the AMEX transactions are split out. So instead of saving time, it's actually going to create more work as my client will need to enter the transaction over two entries.Keen to see this resolved.
- jenniekUltimate Partner
Yes, also, large creditor payment split due to banking restrictions. ie. 32k paid, in two payments of 25k and 7k.
- jenniekUltimate Partner
You need to use undeposited funds and prepare bank deposit.
- Tas62Cover User
Similar problem. One payment received for two invoice generated to two different customer cards.
- CloudMindAccUltimate Partner
September 2013 any updates on when this will be implemented in the product, pages of comments and hundreds of user posts on this subject just answered one tonight. 96 votes do they count?
Can this be fixed before any New features are released in the product along with all the other bank feeds ideas on this page.
- MichelleAWExperienced Cover User
This has been 'under consideration' since 2013??? It's a small, logical change that would make a big difference in banks recs. Please, please put it into the 'being developed' list.
- lorraineaExperienced Partner
Is it possible to match multiple items to a bank feed transaction.
This is avaialbe in the Essentials when using match - all transactions search, but in AR Live it has to be an exact match.
Thanks
- DazedNConfusedExperienced Cover User
If you send the received money to group with undeposited funds, then perform a 'prepare bank deposit' you should be able to match multiple items. Did that make sense?
- AFGPartner
Appreciate the reply David_Cree, however I am already more than aware of that workaround - unfortunately though it is a workaround, not a 'solution'. If you have to navigate away from the Bank Feeds page to perform additional steps in order to match a Bank Statement line right there in front of you, then the Bank Feed component is not truly the efficient time saver it is touted to be.
As I stated earlier that may not have been clear - everything else we do with AccountRight is performed automatically without User intervention (and therefore eliminating the risk of User Error...) through the AccountRight API - with the ultimate end goal of someone at a fairly low pay grade logging in & matching all automatically generated transactions on both sides via the Bank Feeds screen, so as to ensure everything is working as it should in the automated transfer from our MYOB Practice Solution.
If you or another User has found some way to generate these Bank Deposits automatically via the API then I would definitely be all ears - as neither our Team of Developers nor the MYOB Developer Community has been able to come up with a true 'solution' for this missing feature of matching multiple entries directly within the Bank Feeds screen other than perform the workaround of manually preparing a Bank Deposit in the front-end of a system that otherwise could be completely automated.
- David_CreeUltimate Partner
Hello AFG
the solution to your issue is already available in MYOB, by using the Prepare Bank Deposits and the Prepare Electronic Payments functions. See these MYOB Support Notes.
http://help.myob.com/wiki/display/ar/Preparing+a+bank+deposit
http://help.myob.com/wiki/display/ar/Electronic+payments
The Prepare Bank Deposit function can be used also for Credit Card Payments and the Electronic Payments for Multiple BPayments bu putting a dummy BSB and A/C # on the Supplier card. You do not have to send the ABA file to the Bank just prepare the bank file as you would for an ABA transaction. In this way you will see a single MYOB transaction that can then be matched to the Bank Feed.
Cheers
David
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