Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

AccountRight

Bank Feed: Card Type for new contact based on type of transaction

Experienced Partner

121Posts

287Kudos

0Solutions

121 Posts
Experienced Partner
Australia

Hi Team

In the Bank Feed screen when entering a Spend Money or Receive Money and entering a new contact,

it would be good if it would default to Supplier and Customer respectively.

At the moment it appears to be random

I haven't checked out the Banking Spend Money etc?

 

Thanks

 

Geoffrey


'Bank Feed screen Receive Money new contact default to Customer and Spend Money default to Supplier"

Current Status: Done
Last Changed: November 2016

Hi Everyone


AccountRight 2016 will generate the correct default Card type based on the transaction selected in the Bank feeds window. For example Receive Money transactions will have the New Customer window whereas a Spend Money transaction will generate the New Supplier window.

2 Comments
MYOB Moderator Steven_M
34,001 Posts
MYOB Moderator

Hi Everyone


AccountRight 2016 will generate the correct default Card type based on the transaction selected in the Bank feeds window. For example Receive Money transactions will have the New Customer window whereas a Spend Money transaction will generate the New Supplier window.

Experienced Partner Geoff_Colwill
121 Posts
Experienced Partner

Thanks Steve and team

 

Great to see these minor things given attention as otherwise they can be a constant irritant

 

Love your work!Smiley Happy