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September 2020
September 2020
I have noticed that since the last upgrade we now have deposits to our bank account being automatically allocated to open sales invoices that we have in our system.
Ordinarily this would be considered a good thing because it saves time matching deposits to your sales invoices, my problem is that we operate a business where the vast majority of our invoices are prepared on behalf of other businesses and we need to know when each invoice has been paid so that we can forward the payment on to the other business.
We don't have any rules set up to automatically allocate bank feeds to sales invoices so I am guessing this a system wide upgrade and I am wondering if there is a way to turn this functionality off for our business.
Thanks
Solved! Go to Solution.
September 2020
September 2020
Hi @MichaelEFM
With some recent updates, additional preferences have been added with regards to Bank Feeds. These can be enabled (or disabled) through - Setup>>Preferences>>Banking
If you are not wishing to have that auto-allocation of MYOB invoices or bills, do navigate to that preference window and disable that bottom preference.
September 2020
September 2020
Thanks Steven, much appreciated.
February 2021
February 2021
Hi Steven,
having the same issue with automatic bank feed, checked the preferences as you suggested and the box for Automatic Matching is not ticked. Is there another way of disabling this function?
Cheers
Roger
February 2021
February 2021
Hi @RJR
When the company file is stored online with AccountRight, users would automatically have the bank feed transactions loaded into the company file i.e. there is no requirement to select Get Bank Transactions.
In terms of automating the process of matching and allocating, the Banking preferences outlined in my previous post on this thread will control whether or not the transactions are auto-approved and auto-matched. This is in addition to the rules set up with the company file which would be applied to those incoming bank transactions.
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