Kym__Yeoward's avatar
Kym__Yeoward
Ultimate Cover User
11 months ago
Status:
On Hold

AccountRight Bank Feeds - In the Spend Money menu could there be an option to use a Recurrent Transaction ?

Situation at present:

  • I go to the Banking command centre and select Spend Money - then select Use Recurring Transaction, find the payee and record the new instance of that payment (e.g. my monthly phone bill).
  • Next, I go to Bank Feeds, find the payment (often a direct debit) and match it to my new payment.
  • To save time, when I go into Bank Feeds - Spend Money, could there be an option to open the Recurrent Transactions list and select a recurrent transaction, to allocate the Bank Feed payment ?
  •  (Kym in Palmerston, outer Darwin - a MYOB Certified Consutant since 2007 and AR user since 1995) 

2 Comments

  • Status changed:
    New
    to
    Open

    Hey Kym_Yeoward

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.

  • Status changed:
    Open
    to
    On Hold

    This is being updated due to low engagement (comments & votes) from the community in the last 6 months. Please be advised that the idea has still been added to our developer backlog, but it will have less traction getting prioritised without more votes. A further review will happen in another 6 months where we will either close or re-open this idea based on the number of votes accumulated in that time.