AlanT's avatar
AlanT
Ultimate Partner
7 days ago
Status:
Open

Bring back auto allocation of invoices in bank feeds

Hi MYOB​ 

 

For years my client who uses AccountRight has had deposits in their bank feed that match to outstanding sales invoices automatically allocate.

 

This means that their sales team can see who has paid their invoice between each weekly bank reconciliation.

 

Since you have fooled around with bank feeds and an attempt at AI in the web interface, this very useful feature in AccounRight seems to have stopped working.  Could you please fix this ASAP.

 

Thanks,

AlanT

 

 

1 Comment

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    7 days ago
    Status changed:
    New
    to
    Open

    Hey AlanT

    Thanks for taking the time to raise this. 

    Can you answer the below so I can escalate it to the banking team with more context?

    • Can you please provide a screenshot of that particular bank transaction, on the bank transactions page? That would confirm for us in the Match field if there are multiple record suggestions.
    • Is the record you're expecting to automatch to not a unique record?
    • What are the the details of the invoice (date, amount, reference number) you're expecting the bank transaction to match to?