Jazza6's avatar
Jazza6
Partner
12 years ago
Status:
Open

Bank Feeds: Ability to select Use Recurring

I think the Bank Feed feature is great but it has a big problem. When you go Find & Spend Money you can not select a RECURRING TRANSACTION. Therefore, you have to go out of Bank Feeds & Into Banking & Spend Money & process the transaction as we used to do it.

 

That means you still need to PRINT off your bank statements for data entry. I thought the idea of Bank Feeds is that you could do away with paper bank statements & process Recurring Transactions on the Bank Feed screen.

 

We are really not saving that much time with the Bank Feeds screen it would greatly improve productivity & stress if we could select Recurring Transactions in the Spend Money feature in Bank Feeds?

 

Furthermore it would mean no more paper bank statements?

 

Your feedback & votes would be appreciated as I am sure this affects all MYOB Users.

 

"Bank Feeds & Recurring Transactions"

Banking
Recurring Transactions

59 Comments

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  • sadler's avatar
    sadler
    Contributing Cover User
    6 years ago

    I agree that this feature would be excellent. For instance, I may have a monthly phone bill with a template which I have saved as a recurring transaction. I need to claim varying proprotions of the many components of this bill. i cannot simply match it to an existing expense.   For instance, if I did not work for 50% of that month, I need to adjust my tax deductible components for the mobile phone etc but perhaps not for other components.

  • remote_user's avatar
    remote_user
    Cover User
    6 years ago

    When using Bank Feeds to enter transactions, why can't we select a recurring transaction to create the entry? Seems such a basic functionality that is missing...

  • MTW's avatar
    MTW
    User
    5 years ago

    Absolutely agree.  Rules in bank feeds do not replace recurring transactions entirely and it so cumbersome to continue to have to input data that would have been a quick entry using recurring transactions.  I think this is a big flaw in this program and I am very disappointed that this feature is not available.