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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- Steven_MFormer Staff
HI David_Cree
Thank you for providing your thoughts and how you handle/instruct your clients to handle those cheque transactions. I hope others find it if great assistance to themselves (and to think of the bookkeepers/accountant that may to find those transactions). - HDBKSCover User
Hi All
Where is this up to. I am trying to convince clients that uploading payment to the bank will save them so much time than having to change the supplier payment method from cheque number default to EFT one at a time! Looking back this has been discussed for 2 years, can we please get this fixed!
Thanks
HJDBKS
- markiContributing Cover User
they want us to trash it and join their new system?
- Steven_MFormer Staff
Hi Rebecca12345
Thank you for for your idea in regards to AccountRight.
I've merged your idea with this particular idea. While it is slightly different, however its around the same idea of setting a default cheque numbering system. - Steven_MFormer Staff
Hi HDBKS
Thank you for your feedback and enquiry in regards to this idea. Currently this idea has been marked as Under Consideration. At this stage we are unable to advise when a particular idea will be added to the program. However we are still encouraging clients to vote and comment if required for this particular idea.
- Steven_MFormer Staff
Hi marki
All ideas and comments on ideas are passed/shared with the program development team for review for their possible inclusion for future releases of the program. As of 28/08/2015 the Idea Exchange have had 67 ideas implemented from it and some of the ideas have been marked as Planned.
In regards to this particular idea as advised above this idea has been passed on to the team and at this stage we are unable to advise when this idea will be included in the program. - Rebecca12345Experienced Cover User
i agree with jml....(12/6/13 they said....."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")
i still like to distinguish between Bpay EFT, D/D, etc but i also agree with others who have said that they should have unique ref numbers, instead of having a million 'EFT' payments on the books. everything else in myob has unique ref numbers (invoices, purchase orders, pay super, prepare electronic payments, etc) so i don't think it's professional to use EFT as the payment reference.
And yes now in the bank feeds it has the default as EFT, but even if that's been considered a solution, it doesn't work when you are entering the payment via Spend Money or Pay Bills. We prefer to enter the transactions in the system as we go, and use the Bank Feed as a reconciliation as opposed to using the Bank Feed as a process to enter payments.
Rebecca
- HDBKSCover User
Hi All Again
Surely this could be addressed if in the card file when entering a new supplier's payment details you have the choise of EFT, Cheque or Bpay so when you go to "pay bill" their prefered payment method defaults in. This already works in "spend money, use recurring" if I've saved a regular payment and tagged "use the following as Cheque No".
Thanks
HJDBKS
- Vicki_LPartner
Bank rules - Spend Money and Bill
To be able to set a cheque number for transactions when creating a bank rule.
Each bank rule can have a cheque number ie dd, visa, amex, eft
The default seems to be EFT in the Cheque No. field.
- Steven_MFormer Staff
Hi Rebecca12345 & HDBKS
Thank you both for your feedback and further ideas in regards to this particular idea. I have shared your thoughts with the team.
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