Remove the automatic cheque numbers for every transaction in spend money and payroll. Most clients use internet banking & EFT these days, so cheques shouldn't be the default option. If you write a cheque you should manually enter the cheque number in MYOB.
Banking: Change the Automatic Cheque Numbering
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- ToeCTrusted User
I also dislike the way the system is currently configured, and the changes brought in by bank feeds has not really helped me. I use the 'cheque number' field as a unique identifier for each payment created, so I can cross reference back to a bill paid. When I pay almost everything by EFT, there is no point in labelling every transaction 'EFT' as the bank feeds tool has started to do. Let us continue to use a unique identifier (and a second memo field for the odd occasion when a cheque is actually used wouldn't go amiss.)
- SimonAtBallaContributing User
I don't think anybody wants the cheque auto-increment feature, or to make cheques the default method of payment. Please advise when the status will change from 'under consideration'. I would like to have a fix for this in AccounRight v 19.6.
- Choco157Cover User
We are unable to add letters of the alphabet in EFT payment of accounts. Our bank operates also on letters not all numbers to be able to send money to pay accounts by EFT or even wages by the same. This leads to extra time at the banking stage to go into all accounts and add the letter required
- BarhiloTrusted User
Could you please be more specific about where exactly you're wanting to add an alpha character but currently cannot? What is the exact name of the field or do you have a screenshot available (with sensitive data blanked out)
- ASWatCRPartner
This may be done for AR2013 or later versions, but my understanding is that apart from the compliance update, there are not actually going to be any enhancements for this product. All resources will be devoted to the new of software.
- jmlContributing User
In relation to this issue.... I do use cheques and I like the cheque-auto increment feature but PLEASE extend this feature to other payment methods too. In the 'Spend Money' & 'Pay Bills' windows introduce a payment method selection feature (ie Direct Debit, EFT, BPay, Cheque & Other) and auto-incement the reference number for each payment type.
- TriciaTassellPartner
Yes, allowing a default to EFT would be awesome!!!! Please, please implement!
- David_CreeUltimate Partner
Hello All
Many MYOB 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 way 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 this to the memo 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
- kindy3Experienced Cover User
Yes get rid of the cheque numbers. Allow us to personalise it.
- BromellsCover User
I have found the sequential cheque number default to be hugely time consuming.
As the majority of our transactions are now electronic this function is out-dated.
I really need the otpion to turn that off, so that each time I enter a new transaction, the cursor defaults at the first (chq No) field, giving me the chance to enter an electronic code or a cheque number.
At presents it defaults at the Date field and requires a manual change to the Cheque No field for EVERY transaction.
- CloudMindAccUltimate Partner
Can I suggest a drop down box option where you can select it to stay on the default the user elects, also with the ability to still type your own reference:
i.e. Drop down option could be:
EFT
DD
CC
Or automatic numbering system
I see so many clients get frustrated with they way this currently works.
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