Jacqui_M's avatar
Jacqui_M
Trusted User
8 years ago
Status:
Done

Bank rules: Customer payments

I would like to see the ability to create bank rules for customer payments, in the same way that the rules can be assigned to Suppliers.

 

"Bank Rules for Customer Payments"

Banking
Sales
  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago
    Status changed:
    New
    to
    Done

    Hi Everyone


    MYOB Essentials will allow for the user to set up a bank feed rule for Invoices. This type of rule will look for outstanding invoices for a chosen customer. The same is available for Bills with Spend Money and Receive Money transactions still being available.

     

    Note: This banking change is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.