Dogman's avatar
Cover User
11 years ago

Bank Register: Refresh option

Could we please, please, please fix the bank register refresh.  It is really frustrating when i change the date range or the bank account and the screen doesn't refresh.  There is no refresh button i either right click refresh - nothing or i press F5 - nothing.


The only way around it is to exit and re-enter the bank register.


Thank you



"Refresh button on Bank Register"


  • Is it possible to have each window to instantly refresh without having click on the refresh button? When having a second window open (eg the Bank Register while using Spend Money), I find having to use the refresh button completely and utterly annoying when all I want is to see the transactions recently entered.

    • Aaronp's avatar
      Trusted Partner

      We are also finding we have to click the refresh button constantly after making any change to the settings in the window.


      It is very frustrating.


      There is a setting in Setup, Preferences, System that says Automatically Refresh Lists when Information Changes... It seemed to make a difference in V19, but doesn't seem to do anything in 2014...

  • Matt's avatar
    Trusted Cover User

    Hi There,


    Somethng that would improve the flow and efficiency of using the Bank Register screen is the replication of the 'filter by date range function' found on the Transaction Journal, Sales Register and Purchases Register screens. The difference being the removal of the manual 'Update' button and the implementation of the filter updating when one of the date fields are changed then loose focus.


    What do you think..? 


    I am using MYOB AccountRight Plus AU v2015.3.17.3339

    • David_Cree's avatar
      Ultimate Partner

      Hello Matt,

      I agree.

      The Bank Register screen is  unable to be reordered as can most others by clicking on the header line. This makes it most inefficient when searching for a  transaction by the amount or by the reference.

      Trhe screen operation must be consistant for efficient work flow.




    • Steven_M's avatar
      Former Staff

      Hi David_Cree

      The Bank Register is one of the unique windows that can't be sorted by the column headers in AccountRight 2015. It is a set sort by date.

      In terms of searching when you go to Banking>>Bank Register>>You will have the option to search. This will search the table listed for the values that you search. For example I am looking for a transaction of $250 I can enter that in for a full search of the table to find all values containing that $250.

      Attachments - Copy.PNG

    • David_Cree's avatar
      Ultimate Partner

      Hello Steven,


      Thanks for your comment re the search function, but that is only useful if you know the amount or another detail.

      As you say this screen and its inability to be ordered bu colunmn is indeed "unique', but that should not be read as a benefit. There should be consistancy in all areas of the software.


      What we mean is that it is sometimes helpful to be able to order the details by sat ascending or decending order for deposits or withdrawals. Also there can be an advantage in sorting by the ID when searching for a transaction.


      As a workaround you can run the Bank Register Report and then sort by the required column, but this is not really a practical solution. Please pass on these comments to the Development team.





  • Could you please add the green Refresh Button to the Bank register and Spend Money.

    When entering a lot of data through Spend money I have to keep going out from both Bank Register and Spend Money to see what the balance is or should be, thank you.

    • KayVeron's avatar


      Refresh buttons for Spend Money and Register.

      I am using AccountRight Premier AU 2014.4.16.7861 and the file is not saved online. The files are used on the desktop only.

      The Spend Money and Register doesn't automatically update. I have to go out of these windows and come back in to see the updated amounts.


    • Liam_M's avatar
      Former Staff

      Thanks for that information KayVeron We've still been unable to replicate this issue. Can you please go to setup and click preferences. Here click the system tab and tick the option 'automatically refresh lists when information changes.' Do the balances still not refresh when you do this?

      If not, can you please right click on the bank register screen after entering a transaction and select 'refresh list.' After this does the newly entered transaction now appear, and is the balance updated?

    • KayVeron's avatar

      I do have "automatically refesh lists when information changes" selected already.


      I can right click on the bank register screen after enter a transaction and refresh list. The entry appears but the balance does not change until I close the screen and come back in. This is when I tried Use Recurring entry also.


      Spend Money - I unticked and reticked the "automatically refresh lists" in preferences. The balance does change if I enter a new entry from scratch, but not if I use Recurring entry - for some reason the balance stays the same.

  • Status changed:
    Thanks for the idea. The bank register window doesn't have a refresh button as it's disigned to automatically update. I can certainly see though as most other windows have a refresh button, this should be added to the bank register window for consistency. We would love to hear what others think about this.
  • Geoff_'s avatar
    Ultimate Partner

    Hi Petey and Barry


    Actually if you click on arrow next to the balance of the Bank Register this appears to update the bank transactions.


    I find I have to do this when I have been posting to another bank account and then switch over to another bank register, the MYOB programme 2013.5 does not bring the entries over. like they used to do in AccountRight Plus 19.7 etc.

  • Dutch's avatar
    Contributing User

    The refresh button wouldn't be required if it actually did what it was designed to do - auto update - but it does not - I also find this extremely frustrating and yet another thing that is more time consuming and seems quiet backwards since I upgraded

  • Status changed:

    Hi Everyone


    With the release of AccountRight 2014.4, the Bank Register got the ability to be searched. Along with that, an Update button was added to the window. By selecting this option it will refresh the list of transactions shown in the Bank Register based on the date/account criteria entered.