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).
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! :)