MishyMoo1's avatar
MishyMoo1
12 days ago
0
Status:
New

Showing payment day when matching to bank account

It would be great when matching bank deposits that it shows what date the invoice was paid not just the name.  Sometimes I have multiple invoices / expenses with the same name and I find it hard to match. For example I pay regular market fees that I have entered as upcoming expenses however when matching it showsall of them but does have any due date visible so I end up matching to the wrong one. 

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  • MishyMoo1's avatar
    MishyMoo1
    10 days ago

    Yes, that would make it much easier. It's hard to match when it's just the suppliers/ customers name.  

  • Sigrid-Solo's avatar
    Sigrid-Solo
    MYOB Staff
    10 days ago

    Hi Mishy!

    We love the ideas you're bringing, keep'em coming!

     

    For this one, you'd like to see the due date of the invoice when matching a transaction?

    For example, if you have 3 invoices with the same name, you'd like to see:

     

    Invoice ABC - due 14/04

    Invoice ABC - due 21/04

    Invoice ABC - due 28/04

     

    Is that correct? Let me know if I'm way off base so I can make sure we get it right!

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It would be great when matching bank deposits that it shows what date the invoice was paid not just the name.  Sometimes I have multiple invoices / expenses with the same name and I find it hard to match. For example I pay regular market fees that I have entered as upcoming expenses however when matching it showsall of them but does have any due date visible so I end up matching to the wrong one. 

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It would be great when matching bank deposits that it shows what date the invoice was paid not just the name.  Sometimes I have multiple invoices / expenses with the same name and I find it hard to match. For example I pay regular market fees that I have entered as upcoming expenses however when matching it showsall of them but does have any due date visible so I end up matching to the wrong one. 

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Showing payment day when matching to bank account","moderationData":{"__ref":"ModerationData:moderation_data:892170"},"body":"

Hi Mishy!

We love the ideas you're bringing, keep'em coming!

\n

 

\n

For this one, you'd like to see the due date of the invoice when matching a transaction?

\n

For example, if you have 3 invoices with the same name, you'd like to see:

\n

 

\n

Invoice ABC - due 14/04

\n

Invoice ABC - due 21/04

\n

Invoice ABC - due 28/04

\n

 

\n

Is that correct? Let me know if I'm way off base so I can make sure we get it right!

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Yes, that would make it much easier. It's hard to match when it's just the suppliers/ customers name.  

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