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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- IanJPPCover User
MYOB will only have another 5 years to consider this as the proposed world-wide date for aboloshing all cheques is arond 2020 or 2021. I have used about 15 cheques in thelast 9 years of business.
MYOB will have no choice but to get rid of Chq numbers soon. I cannot believe MYOB are so far behind the times. Certainly looking for another product that keeps up with the times.
- tjejojyjTrusted Cover User
Dear MYOB,
Please introduce this feature in the next upgrade. Like the others I have been suffering with this for so long for something that should be an easy fix.
I don't see why this is so hard. The unreasonable person might guess that MYOB is waiting for cheques to be phased out by the banks before it makes a change.
Regards
Tim
- David_CreeUltimate Partner
HelloTim & Ian,
Why not just ignore the fact that it says 'Cheque No' and assume that it says 'Reference No'.
then let it auto increment unless it is a real cheque and then enter with the prefix 'CH' and the cheque number.
see my eatlier post back a page or so.
Cheers
David
- Jayne_JonesCover User
Over 3 years since the original post and still no advance on this issue, is there any further updates on changing the auto# ?
- AngParManCover User
In order to enhance our Auditing trails it would be benificial if we could reset the number sequencing at the beginning of each year for receipting / tranfers / general ledger, just as you can with Sale and Purchase.
A Conversation yesterday and today on the chat line has discovered that at present this can't be done.
Would the development team please consider this request for the next update. This is in line with all the other numbering issues discussed with Cheque numbers etc.
Thank you
Dianne
- Steven_MFormer Staff
Hi Jayne_Jones
At this stage we don't have a direct time frame on when this idea will be marked for development and updated to the program. However we certainly can see the benefit of it for clients.
- Graham4184Cover User
I have been using MYOB for over 12 years from the very early versions. Cheques are dead. We need EFT as a recurring transcaction description in Spend Money. Please guys we have been looking at this forever. 21st Century stuff.
- David_CreeUltimate Partner
Hello JPH
I understand your feelings re the field "Cheque Number" but feel that MYOB should simply change Cheque # to read "Reference No."
Many MYOB users make life hard for themselves, by changing the Cheque # 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 to 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 V - Visa 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
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