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

Product Ideas

Bank Feed > Spend Money > USE RECURRING

5Posts

21Kudos

0Solutions

5 Posts
User
New
New

It would be super if you could use "USE RECURRING" after selecting SPEND MONEY in the Bank Feeds Screen.

4 Comments
LRBooks61
Ultimate Cover User
1,049 Posts
Ultimate Cover User

Why not set up a bank rule if it is a recurring entry?

Lisa

ballens
5 Posts
User

Thanks Lisa. I have many rules setup, which are very handy.. .  But would like to use Recurring Transactions for one offs that I can change the amount and have a few Account Codes in the Template. 

WMack
Experienced User
117 Posts
Experienced User

Totally agree.  Seems weird to me that it isn't just a given.  I'm the same as you and have recurring transactions that can differ in amounts or accounts and it would be so helpful to have it.

LRBooks61
Ultimate Cover User
1,049 Posts
Ultimate Cover User

My only suggestion would be to set up your recurring transactions and record them

 

just match in bank feeds once recorded

 

not a solution, but a reasonable work around 

 

Lisa