LesaF's avatar
LesaF
Contributing User
5 months ago
Status:
Done

Find Transactions Options - Desktop v Online - Card ID

Can I suggest the addition of Card ID as a search criterion in Find Transactions. 

Previously this option has been available in the AR Desktop version, however, not an option with Online.

We need this option to search by Card ID - as it is a specific identifier that may change between our clients' customers.

 

We have been unable to transition our client from AR Desktop to Online specifically due to this one missing option.

TIA

2 Comments

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    5 months ago
    Status changed:
    New
    to
    Open

    Hey LesaF

    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.

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    16 days ago
    Status changed:
    Open
    to
    Done

    Hey LesaF

    We've just introduced a new update to make finding transactions easier! The “Transactions” tab in Find transactions now makes searching simple and clearer results at a glance. 

    With this update, you can now:

    • narrow searches with new filters: transaction type, contact and category
    • find the right transaction easier with more context at a glance
    • spend less time searching and troubleshooting transactions

    See it in action >> https://app.myob.com/?dl=transactionList