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 ou...
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).
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:
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
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
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! :)
Definitely need this or something similar. As it stands you need to search outside the bank feeds window to identify the customer when applying a payment with the invoice as reference. I would also like to see it be a bit more intuitive and bring up suggestions based on the amount paid. Perhaps a search function in the dropdown of bank feeds where you can search for invoice number or amount??
Hi Tanya,
Have you used MYOB Essentials? It does bank feeds so much better than ARL.
Typing in a drop down field matches a string to any position in the field, not just the start of a field and it searches *all* fields, not just the customer name.
Alan
Thanks Alan, I only have a couple of clients on Essentials but the majority of my clients are on Accountright. That sounds wonderful and exactly what they need to bring into Accountright.
