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