Hello Tom,
You are correct that some make life hard for themselves, by changing the field to EFT etc. This means that you have to change the entry in perhaps 99% of transactions that you do.
I always get my clients to ignore the fact that the field name says 'Cheque No" and instead consider that it is a transaction reference number, and just let the number increment as it wants to. When there is an actual physical cheque to be entered then instead of the auto number manually enter CH12345 with 12345 as the actual cheque #. The prefix CH will stop the system from incrementing. In this was you only need to make a change for perhaps 1% of your transactions.
If you do want to have a note that it was EFT or BPay then add tis to the mumo line instead, but actually i would not worry.
The other great benefit in doing this is that each transaction has a different and unique reference #. Would you want all your invoices the have not have a distinctive invoice # and for them all to have "INV" ?
I find it very frustrating when reviewing a client file and trying to find a single transaction when they all have a reference EFT (or BS - bank statement or PAY - payroll payments or BP - Bpay) when there are a number with the same amount or memo etc. It makes it difficult to find the right transaction to review or edit without having to open them all. This is the real time looser!
I usually manually change the first transaction to something like 10001, away from the current cheque series and let the system go from there. Try it - it will save you a lot of time & effort.
Perhaps in a future release MYOB will change the designation of this field from'Cheque No' to something like 'Payment Ref' so that users do not feel the need to always change it, after all I agree that cheques are a dying means of paying others, and the banks are discouraging it.
I hope that this helps.
Cheers
David
Payment methods - I would like to be able to set the default payment method for Purchases as something other than cheque. We pay 99% of our bills by EFT and it is really annoying having to delete the cheque number and put in direct credit or what ever term you use ofr EFT.
- kim_cottrell11 years agoTrusted Partner
Hi Robyn
One way I have taught clients to get around this is to forget that the MYOB number is a cheque number but just a transaction number.
So, if you have the business cheque account as 1-1100, enter a VOID spend money transaction with the cheque number as 1110001 to set the new number sequence.
The numbers will then sequence from 1110002.
If you actually do write a cheque, use ch1234 (or whatever the actual cheque number is) as the transaction number, this will not upset the sequencing.
No more need to enter EFT or DD etc and have the Duplicate Cheque Number warning flash up!
And you can set the number sequence to reflect different accounts - VisaCard 2-1100 can use 2110001 as the first in the sequence; AmexCard 2-1200 uses 2120001; etc.
Hope this helps...
Kim Cottrell
- David_Cree11 years agoUltimate Partner
Hello Robyn,
It annoys me when clients want to put EFT or something similar in the Cheque # field.
for my full thoughts see my earlier post here -
Cheers
David
- CloudMindAcc11 years agoUltimate Partner
Hi David just read you post what a brillant idea regarding the annoying EFT/CHQ/DD senario....
- Robyn120211 years agoExperienced User
Hi LIam
Yes sorry to clarify i mean in the payment methods for Purchases. I do not mean in the receive money or receive payment transactions.
- marki10 years agoContributing Cover User
same problem for the payroll, why if some pays are cheque and assigned as so does myob assume and fill in the next assigned as EFT with a consecutive cheque number? Why cant we disable this selectively? Or make a default to dd... then an automated###?
- Steven_M10 years agoFormer Staff
Hi marki
Thank you for your comments.
Currently as its a paycheque it would falls into a cheque and thus will have a Cheque number. As it will currently use an autonumber sequence it will have a consecutive cheque number.
This idea (which has been marked as duplicate*) has been suggested for the change this so that the user can set a default cheque number for their transactions like EFT.
* I would recommend that you vote for Change the Automatic Cheque number - marki10 years agoContributing Cover User
Its not a pay cheque, its an eft.
- Steven_M10 years agoFormer Staff
Hi marki
Yes I do understand that it is not a cheque, its an EFT.
However as it does contain a cheque number in the AccountRight software it is called a paycheque transaction. This does mean that you can actually print a paycheque for the employee whether its an actual cheque or a EFT - Payroll>>Print Paycheques.
This idea and others have been suggested to allow you to set a default cheque number such as EFT on the transactions which would, I would assume, rule it out as a paycheque type and thus not allow you to print a paycheque as it would be an EFT. - marki10 years agoContributing Cover User
but from the payroll window, not from each paycheque window
Related Content
- 2 years agoGilpy
- 4 years agoSDHBVUKBV
- 2 years agoCloud_Mind