Forum Discussion

MYJEL's avatar
MYJEL
Trusted User
5 years ago
Solved

Bank Feeds, Single touch Payroll etc

I have spent the past two weeks trying to get my Bank feeds up and running, spending the better part of two days on the phone to MYOB consultants only to have the bank feeds download entries dating b...
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi MYJEL 

     

    Sorry to hear that you are encountering that situation with your company file.

     

    Bank feeds will start from when your bank first approves the application. This does mean that if you haven't selected to receive those transactions for a period of time these will pull through to the company file when you next select to Get Bank Transactions. When those bank feed transactions are available in the company file, if they are not required you would need to select to hide those transactions through right-clicking on the individual bank transaction and selecting Hide transaction. This will hide that transaction from view. Do note that there is currently no bulk hide option.

     

    In terms of your payroll reporting, if you are still encountering that situation can we get the exact message that you are receiving and when exactly it does occur so we can investigate further.

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi MYJEL 

 

Sorry to hear that you are encountering that situation with your company file.

 

Bank feeds will start from when your bank first approves the application. This does mean that if you haven't selected to receive those transactions for a period of time these will pull through to the company file when you next select to Get Bank Transactions. When those bank feed transactions are available in the company file, if they are not required you would need to select to hide those transactions through right-clicking on the individual bank transaction and selecting Hide transaction. This will hide that transaction from view. Do note that there is currently no bulk hide option.

 

In terms of your payroll reporting, if you are still encountering that situation can we get the exact message that you are receiving and when exactly it does occur so we can investigate further.

  • MYJEL's avatar
    MYJEL
    Trusted User
    5 years ago

    Steven,

     

    Thank you for your response, unfortunately, the Bank feeds applications were started about four (4) years ago, so when I started with the organisation last month and completed the process we downloaded about four years worth of feeds which were obsolete and had to be hidden - this process happened two weeks ago, and we are still trying to get rid of all the obsolete feed items. A very time consuming and frustrating problem.

     

    I guessed that it was due to the process having been started all those years ago, so thank you for the confirmation.

     

    A future update that allows us to bulk delete things like obsolete bank feeds, unprinted cheques, unprinted invoices and unprinted bills etc would be great for people like me who come into a new organisation and have to fix these sort of things that slow down the program.

     

    Again, thank you for your response.

     

    Regards,

     

    MYJEL

    • HBTrust's avatar
      HBTrust
      User
      5 years ago

      Totally agree with this user. I have the same experience and put it in the 'too hard basket'. Which means the program is slow and i cannot use it to its full potential

      • CloudMindAcc's avatar
        CloudMindAcc
        Ultimate Partner
        5 years ago

        Yes agree HBTrust  & MYJEL I have had to do this many times hide the bank feeds one by one.   RSI much