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Product Ideas

Bank Feeds: Rules - Spend/Money Transaction to be Tax Inclusive

Experienced Cover User

25Posts

30Kudos

0Solutions

25 Posts
Experienced Cover User
Australia

Currently, you can enter some advanced options when creating a rule transaction (such as jobs, tax codes, memos, etc.), however there are some options missing...

 

I'd like to see the following options added to the new rule transaction window:

 

Spend Money:

  • Tax Inclusive
  • Cheque No. ('auto' or set value)

Receive Money:

  • Tax Inclusive
  • ID No. ('auto' or set value)
  • Payment Method

"More advanced options for bank feed rule transactions"

Current Status: Open
Last Changed: January 2014

Thanks for your feedback on adding more detailed options to the rules for your Bank Feeds. We're always looking at how to make Bank Feeds even better so would be happy to consider this. If you would like this see this added, please remember to vote and show your support.

4 Comments
Matthew_W
MYOB Staff
2,173 Posts
MYOB Staff
Thanks for your feedback on adding more detailed options to the rules for your Bank Feeds. We're always looking at how to make Bank Feeds even better so would be happy to consider this. If you would like this see this added, please remember to vote and show your support.
Brianls
4 Posts
Cover User

Payments can be set up as recurring with cheque numbers or other ID such as AP DD. This is not available in Bank rules which means having to manually amend such entries. The rules should be able to mirror the recurring actions to save time.

kimntom
2 Posts
Cover User

From Bank Feed there needs to be the ability to add a cheque number if an item has a transaction rule applied.

At the moment if a transaction has a rule applied there is no way to add a cheque number other than going back into each transaction individually and changing the EFT to a cheque number.

However if you do this the transaction becomes unreconciled and will turn up again the next time you try to reconcile.

We don't use cheques but I use the "cheque number"as a transaction number to help finding transactions.

garypilatti
9 Posts
Cover User

Great idea and very worth while..  Bank Feeds are great but could do with some refining