CloudMindAcc's avatar
CloudMindAcc
Ultimate Cover User
11 years ago
Status:
Done

Bank Feeds: Search/Find invoice numbers easily in the Bank Feed Screen

Loving the Control, Shift F function in AccountRight Live - Wow what a great feature MYOB.

 

Would be great to have the same function work in the BANK FEED screen.   I have a client that sends out hundreds of subscriptions orders for the same amount and the subscribers businesses have very similar names.   The subscribers pay detailing their order number (invoice number) on the payments.  

 

I have been using the Control, Shift F Function through the sales register to locate the order number easily and apply the payment to the correct subscriber however I have to go between the two screens.    It would be great if MYOB could incorporate the sales/purchase register into the Bank Feeds screen, with the ability for the screen to stay displayed on the page.   Perhaps sitting to the right hand side of the Bank Feed screen.   Having the ability to close down the  the sales/purchase register screen if you dont want it displayed.

 

 

Bank feeds
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  • nondiscrypt's avatar
    nondiscrypt
    Contributing Cover User
    9 years ago

    Hi everybody!

     

    Just a quick suggestion that would make using bank feeds significantly more beneficial than it already is (for both my business and hopefully others' too).

     

    Many of our clients include the invoice number that they're paying in the description of their payment. Rather than having to deal with the monotonous speeds of a pretty big online company file, I believe that the time spent waiting between matching would be greatly reduced if the bank statement descriptions were automatically searched for an invoice number.

     

    Ideally, it'd work similarly to invoice rules, in which, if a possible invoice number match was found, it would let you know on the "Your Transactions" side, where it could then be recorded and approved.

     

    For Example:

     

    A payment made on the 11/11/2015:

    Description: PAYINGCOMPANY INV4785

    POTENTIAL METHODS OF MATCHING:

    1. Slower way when there's not enough information to make an invoice rule out of it.

    - Look up the invoice number, make the payment, then click find on the bank feed and match it.

     

    2. Faster, suggested method: 

    - Click "find", in which the description is automatically searched for the invoice number.

    - Recognised that INV4785 is referring to invoice 4785

    - Possible invoice match comes up

    - Record.

     

     

    Anyway, it's just a thought. I hope it gets considered in the near future (provided that it's beneficial for everybody else too). 

     

     

    • AlanT's avatar
      AlanT
      Ultimate Partner
      9 years ago

      nondiscrypt

      Suja_P

      TimReed

       

      Hi Sharon,

       

      I like your thinking, however I asked for something similar 1 year ago and some one else 2 years ago, so please don't hold your breath waiting.

       

      You may also like to look at the following requests:

       

      http://community.myob.com/t5/AccountRight-Idea-Exchange/Search-by-invoice-number-in-bank-feeds/idc-p/394185#M9669

       

      http://community.myob.com/t5/AccountRight-Idea-Exchange/Bank-Feeds-Search-Find-invoice-numbers-easily-in-the-Bank-Feed/idi-p/216423

       

      I have voted for your suggestion as it is way beyond time that these simple requests by the people who acutually use the software were addressed.  They say that their development focus is to improve work flow but to date all I have seen is talk.

       

      Regards,

       

      Alan

    • Suja_P's avatar
      Suja_P
      Former Staff
      9 years ago

      Hi Sharon (nondiscrypt),

       

      Thank you for your post and the detailed description of the impact of having the ability to search for invoices in the Bank Feeds window. I agree that having this ability would not only save valuable time, it would also make the reconciliation process a lot easier.

       

      As Alan pointed out, this is something that others using the Bank Feeds feature have requested in the past and has been brought to the attention of our developers.

       

      Hi Alan (AlanT),

       

      Thank you for your post and feedback. You are right in that this year our focus has been on workflow and performance improvements in AccountRight. We've fixed various known issues and bugs and have made workflow improvements in our recent updates. More information on these updates is available on the AccountRight blog.

       

      We value product suggestions made by our customers and partners on the Idea Exchange boards. And these, especially the more popular ones, are given serious consideration by our developers when making decisions regarding our roadmap. However these are only a section of what infuences the team's decision making process. Therefore some ideas are able to be implemented sooner than others.

       

      That said I have brought this particular idea to the attention of our AccountRight Product Manager and will provide an update as soon as I have more information.

       

      I appreciate your patience in the meantime.

       

      Regards,

      Suja

    • AaronWhite's avatar
      AaronWhite
      Experienced User
      9 years ago

      Great idea!, even if there were a simple search under "New > Receive Payments", then you have the choice of either entering the customer name or Invoice number.

       

      Some of our customers payments just show a Bank Account Number not their name, and then just their invoice number.

       

      I agree the automatic matching would be great, but I would imagine that MYOB would have a strugle matching some fields, if a space is added in the wrong place or something, hence why a manual lookup would also help! :)

  • AlanT's avatar
    AlanT
    Ultimate Partner
    10 years ago

    Hi Guys,

     

    I would like to have the ability to search by invoice number when while allocating bank deposits in BankFeeds.

     

    Most invoices (including the standard invoice layout in AccountRight) asks the customer to quote the invoice number when paying by EFT, however, ARL does not give the user the ability to search for the invoice while creating a new customer payment in Bank Feeds without going to a new screen.

     

    Please could we have this feature in the next release of ARL.

     

    Thanks,

     

    Alan

    • CloudMindAcc's avatar
      CloudMindAcc
      Ultimate Cover User
      10 years ago

      Please also refer to my previous idea Search for Invoice Numbers in Bank Feed Screen

       

      I have since discovered you can bring the Find transaction's up on the screen.   AlanT not sure if this will help but you can right click within the bank feed screen to bring up Find Transactions.  This has  helped a little however you can't view both windows at once :smileysad:

       

      Would be good have the Find transaction's Window to sit on the right hand side of the bank feeds screen permanently until the user selects to close the find transaction's window.

       

      Hopefully MYOB can combine both our ideas and more users will vote as currently it is very time consuming.

    • Kelly81's avatar
      Kelly81
      Experienced User
      10 years ago

      All MYOB has to do is change the type of view it is - in theory a 2 second fix. In the programming language I use it is a view if you want to be able to open others over top / do data entry or a modalpanel for lookups.

    • AlanT's avatar
      AlanT
      Ultimate Partner
      10 years ago

      Hi CloudMindAcc and Liam_M 

       

      Thanks for the suggestion.

       

      In this case, the deposit is a payment from a customer and using the [Find] button in the Bank Feeds module with a deposit only looks for an exiting depost entry in MYOB and as this has not been created yet, there is nothing to find.

       

      To explain a bit more...

       

      If I was to record the payment from the Sales command centre, I would click the [Receive Payments] button and from here I can type [Ctrl]+[Y] and find the invoice number from the Invoice tab.

       

      When you are in Bank Feeds and select the Receive Payments option from the [New] button, the [Ctrl]+[Y] option does not work and you have no other way to lookup the invoice number without closing the Bank Feed module.

       

      Regards,

       

      Alan

       

  • penejane's avatar
    penejane
    Experienced Cover User
    9 years ago

    It would be really helpful to have a seach of invoice numbers and/or Client ID,  when applying payments so you dont have to go to the sales register first as many people do not use the correct reference - ie Mary Smith when the job was invoice to her partner John Brown!!  or they only put an invoice number as reference or their card ID

     

     

    A flag on timesheet and the summary page of payroll that shows leave balance (especially if none left!)

     

     

    Being able to attach PDF to debtors invoices or card file

     

    Thanks

     

    Pene

  • Andy10's avatar
    Andy10
    Contributing Cover User
    11 years ago

    I really like this idea.  I think Bank Feeds are a great function, but can often be difficult to receive a payment when you only know the invoice number and it is the purchase order number that comes up on the receive payment screen, not the invoice number.

  • CloudMindAcc's avatar
    CloudMindAcc
    Ultimate Cover User
    11 years ago

    Thanks for your vote Andy I am glad I am not the only user wanting this feature.  Hopefully we get some more votes :smileyhappy:

  • Suja_P's avatar
    Suja_P
    Former Staff
    11 years ago
    Status changed:
    New
    to
    Open
    Thank you for your post. It would make it easier if you could easily access the Sales / Purchase register information in the Bank Feeds window, to easily look up information. We request others who would like this enhancement to please vote and comment on this post.
  • CloudMindAcc's avatar
    CloudMindAcc
    Ultimate Cover User
    11 years ago

    Hi Suja_P

     

    Just check back on this "idea" l know it only has 6 votes however this feature would save so much time.   Processing deposits would be cut in 1/2 if we could search invoice numbers etc within the bank feed screen.   At the moment we have to go between both the screens.

     

    I hope this is on the road map to be implemented sooner rather than later. 

     

    Regards

    Clouds

  • CloudMindAcc's avatar
    CloudMindAcc
    Ultimate Cover User
    9 years ago

    Suja_P Liam_M Just revisiting this post from many moons ago.    This is all we really want to be able to do the search in the bank feeds screen (without darting all over the place to get the information).  Would improve work flow a lot.   Example below there is even a blank space for it:smileywink:

     

    If you could put a search invoice number function within the screen that stays on the screen until you refresh or search again.   This way users can click straight onto the "receive payment" and select the customer.   Also include order numbers as well in the search criteria 

     

    AlanT do you agree is this what you want as well.   I am surprised there is not many votes thus far.

     

    Search Invoice Number.jpg

  • AlanT's avatar
    AlanT
    Ultimate Partner
    9 years ago

    CloudMindAcc

    Liam_M

    Kelly81

    Suja_P

    Andy10

    Dale

    Dale_Dixon_

    TimR_

    TimReed

     

    Hi Renae,

     

    Actually, I'd prefer to see the option in the Receive Payments window as this would make the feature useful in more than just the Bank Feeds module.

     

    This would allow you to find what invoice the payment is for by selecting either the customer name or the invoice number without having to pop up the <CTRL>F window and juggling two windows at once.

     

    Having found the customer that the invoice number relates to, it still should list the other invoices for that customer.

     

    RecPayment.png

     

    Too often MYOB add a 'feature' in one place but don't follow through so that it applies everywhere.  It would be good if they did some genuine user testing *before* releasing a 'work in progress' feature, then listern to and acting upon the feed back from real users, not just their programmers who don't actually have to make a living out of *using* the software.

     

    Regards,

     

    Alan