If I transfer money from one account to another and it comes up in a bank feed,
When I press the option to allocate it to a transfer between accounts,
and then manually create an entry, i wish the amount would be pre-entered into the form.
I always have to go back, look at the amount, write it down and then go to manually enter the transfer again.
Massive pain.
"Record a transfer between accounts"
Yes this is a biggie for me too
ARight does it beautifully - just please copy across to Essentials asap
Thanks a lot
Yes please - definately needs a clean up.
I would like to be able to set up a rule for these transfers too.
I would like to be able to use this feature as well
Hi. At present whenever a transfer transaction appears in the Banking window from a bank feed, it is necessary to make a note of the details (date, amount, accounts etc.) and then create a manual transfer from the "Allocate" dropdown. Rather than this, would it be possible to include all Cash, Cheque and Credit Card accounts into the accounts list available for allocation in the dropdown list as this would save considerable inconvenience.
As it stands, it is not possible to create a "Rule" for these transfers which is quite a nuisance when so many are recurring weekly (ie. credit card repayments, transfer to GST accounts, etc.).
Has anyone else found this to be inconvenient?
Cheers.... Nick
I have recently posted a similar comment regarding this suggestion before realising that this post was in progress.
There is no doubt that this functionality would be a massive improvement as many transactions that feed into our Essentials transactions via bank feeds are internal transfers of one type or another (ie. Credit Card repayment, transfer to investment account, etc.). Apart from the inconvenience of having to make a note of the details of a transaction (ie. amount, date, etc) and then create a manual transfer, this also means that it is not possible to create a "Rule" for these transfers which is quite a nuisance.
All of this inconvenience would be very simply solved by adding all accounts to the 'Allocate' list in the banking window. I hope that MYOB will give our voices a strong consideration.
Cheers.... Nick
Thank you for your post, votes and comments. We understand making some changes to how Bank Transfers are dealt with in Essentials would make the allocation and reconciliations of these much easier. We request others who would like to see these changes to please continue to vote and add any relevant comments.
This appears similar to the old PREPARE BANK DEPOSITS that was available in the desktop version of MYOB. The difference is that in transferring funds betwen accounts, Prepare Bank Deposit was used for MULTIPLE transactions being deposited into the Cheque Account. If this is what you mean, or you would use this feature too, vote for PREPARE BANK DEPOSIT by qwerty (http://community.myob.com/t5/MYOB-Essentials-Idea-Exchange/Prepare-bank-deposit/idi-p/335996)
As a new user to Essentials, found this process way too complex for something that should be "essential". Very confusing, as i have bank feeds and as above a lot of transfers back and forwards, it would be "essential" to be able to allocate these internal transfer. As if i do a manual transfer, i can't delete bank feeds therefore creating a journal wouldn't i? more work! Also, can we please set up recurring transactions with the essentials!!
Hello mumof5dooleys
Thank you for your comments around this new Idea, for the recurring transactions vote here to add to the list of customers that would like this in future releases.
