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

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.

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.

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

Thanks for your feedback AlanT  I understand that currently there isn't a away to search for invoice number on the bank feeds screen. And as the invoice number is often included in the statement text to indicate who is paying and what invoice is being paid, having the invoice number be searchable would be very convenient.

You're idea has been marked as a duplicate as a similar idea has been raised. Though the suggested process for doing so is different, the goal is the same - to have the invoice number be easily searchable from bank feeds. With multiple copies of the idea left active the votes can be split between multiple suggestions making it harder for us to gauge the popularity of an the idea.

If you have comments regarding how to achieve the ability to search by invoice number from the bankfeeds screen, I'd recommend that you post them on the active idea linked above, to ensure that they will be seen,

In regards us CTRL+Y to bring up the find transactions screen, while this is disabled after clicking 'new' and selecting 'receive payment', it active on the bank feeds screen before clicking 'new'. While this isn't as convenient as being able to search directly in the bank feeds screen itself, it may be useful as a work-around for the meantime.

Liam_M

CloudMindAcc

@Suji_P

Hi All,

Well, it's been just about 1 year since I raised this issue and 2 since this duplicate was first raised...

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

Last March I sat and listened to @TimReed talk about how the priority of the development team was to impliment fixes and enhancements that make our life easier and our work flow smoother.

Can you give us any information about what is going on, it's been a long while since I have seen any changes that have fixed any work flow issues.

Thanks,

Alan