Hi there,
Just wanted to put up for discussion the idea of an Unallocated Bank Feed Report or at least a general ledger option the same as LiveAccounts (see discussion below).
http://com...
Bank Feeds: Unallocated report
LexieOT
12 years agoCover User
I have used The Banklink service for a few years now and like the idea of having the ability to use cards etc, and not have everything import as a GJ entry. So we are contemplating switching to bankfeeds within MYOB.
However, I have called customer support and it does not appear that you can print a 'coding' report (of uncoded transactions) as you can in the Banklink software. Does anyone know a way around this? I have a number of clients I would like to put onto BankFeeds but cannot because they are not able to use the cloud service and code themselves (some don't have internet and prefer us to do everything for them).
I am sure I am not alone in this and I am hoping someone more switched on then me has developed a work around that doesn't include printing screen shots.
- AndiG_NZ9911 years agoCover User
I would love this feature, I work for a variety of clients that do a bit of coding themselves and I do the rest. At the moment I have to code all the queries I have to suspense and then email them a copy of the query list, from there I have to recode the entries, this all takes alot of time. A report listed the uncoded bank feeds would be fantastic.
- SnappyBooks11 years agoPartner
Yes, I would also like this feature added. You can print a GL report on the Unallocated bank feed in Essentials - why not in AR?
- GeorgieC11 years agoExperienced Partner
This would indeed be a handy feature so I can chase clients up with my queries. Please please add it to the software capability
- michaelgray10 years agoCover User
It would be lovely to live in a world where the client provides sufficient information to code all transactions, but in reallity it doesnt happen. Banklink was capable of such a simple function, and I would have thought MYOB would improve the usefullness not reduce capability.
- Steven_M10 years agoFormer Staff
- GeorgieC9 years agoExperienced Partner
This would be a very useful tool. I would love it if it was possible.
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