misstams's avatar
misstams
Trusted Cover User
11 years ago
Status:
Done

Bank Feeds: Unallocated report

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://community.myob.com/t5/Troubleshooting-LiveAccounts/Printing-unallocated-transactions/td-p/202492 

 

 

I have clients who I do bookkeeping for and need to clarify several transactions a month in AccountRight Live Plus. Currently I have to screen shot the bank feed screen and then copy that onto an email to query with the client. It would be great if you could just print a report of all transactions that have been 'fed' through to MYOB but have not yet been 'allocated' or 'ticked off'. 

 

Thankyou
"Unallocated Bank Feed Report"

Banking
Reporting
  • scfsh's avatar
    scfsh
    Experienced Cover User
    11 years ago

    It would be great if we could have an update on this. I too would benefit from having this report available.

  • Steven_M's avatar
    Steven_M
    Former Staff
    11 years ago

    HI @Scfsh 

    Fantastic its great to see that you have voted and comment for this Idea. I shared your comments with the team.

  • Jessiec's avatar
    Jessiec
    Contributing Partner
    10 years ago

    looking forward to seeing some advances on this idea, as i believe it will assist accountants/bookkeepers and their clients who have moved over to bank feeds from bank link.

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago

    Hi Jessiec 

    Thanks for your feedback and voting for this idea. The idea is still under consideration and I would encourage other users to vote for this idea if they would like to see it included in future releases of the program.

    Also please let me extend a warm welcome to the MYOB Community Forum to you. I hope you find it a wealth of knowledge.

  • CloudMindAcc's avatar
    CloudMindAcc
    Ultimate Partner
    10 years ago

    Yes agree - would be great to be able to obtain a Report for Unmatched/Unallocated Bank Feeds.  Often I need clarification/further documentation on bank feeds from clients as to what the transactions are for in order for me to enter/code the transactions correctly.   Currently there is no report or facility to do this with ease.   At the moment I manually type them into a spreadsheet which is time consuming and unproductive for all concerned.  

  • Andy10's avatar
    Andy10
    Partner
    10 years ago

    Completely agree - even if we could just send unmatched transactions to excel from Bank Feeds, to enable us to compile our own report easily - I am sure having that facility or a report would save many of us a great deal of time!

     

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago

     Hi Andy10

    Thank you for voting for this idea and taking the time to share your thoughts. I have shared your feedback with the team.

  • Jmourtada's avatar
    Jmourtada
    Cover User
    10 years ago

    Even though we can print an unmatched report this way but I would suggest adding a button on BankFeeds screen to print unmatched transactions.

     

    The way mentioned above ( http://community.myob.com/t5/Troubleshooting-LiveAccounts/Printing-unallocated-transactions/td-p/202... ) is too much complicated to print an unmateched transactions report.

    On MYOB Essential you can simply click print page and there it comes the report you need, I wish there was a function to print the bankfeeds screen as it is on AccountRight.

  • Jmourtada's avatar
    Jmourtada
    Cover User
    10 years ago

    It would be great if we can print the BankFeed screen as it is to show unmatched transactions and what ever on the screen.

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago

    Hi Jmourtada 

    Thank you for your feedback and thoughts in regards to the idea on adding in a Unmatched transactions report for bank feeds.

    Along with commenting if you want to show your support for an Idea on the AccountRight Idea's Exchange I would recommend voting for an idea. You can voting for the idea using + Vote next to the idea's name.