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Product Ideas

Bank Feeds: Rules - Split by fixed amount

Cover User

1Posts

2Kudos

0Solutions

1 Post
Cover User
New Zealand

When creating a rule and using the advanced options the percentage column needs the ability to be able to be changed to a fixed amount.  eg $256.06 each month for insurance is split into $173.11 business, $82.95 drawings.

At the moment you have to work out the percentage manually. You also need to be able to put a fixed amount to one code and the balance to drawings.

 

Great to start working with it.

Shelley

 

"Bank Feeds - Rules"

Current Status: Done
Last Changed: January 2016

Hi @ShelleyBBS

 

As mentioned by @CathieR, you can allocate Spend Money transaction bank feed rules on an amount basis using the Allocate dropdown and selecting Value located in the Advance options for the Rule. Please see screenshot below for more information.

Attachments - Copy.PNG

4 Comments
JasonHill
5,899 Posts
Former Staff
Thanks for the feedback, Shelley. It's an interesting idea, and we are certainly looking for ways to further improve the Bank Feeds feature so it makes business life even easier. What do other users think?
vbatax
Experienced Partner
16 Posts
Experienced Partner

Hi, This is a much needed feature, please add to the next update.

 

CathieR
Ultimate Partner
965 Posts
Ultimate Partner

FYI

This problem was fixed some time ago.

You can allocate by amount or percentage using the drop down bar in the "allocate" box in advanced options.

Steven_M
MYOB Moderator
44,670 Posts
MYOB Moderator

Hi @ShelleyBBS

 

As mentioned by @CathieR, you can allocate Spend Money transaction bank feed rules on an amount basis using the Allocate dropdown and selecting Value located in the Advance options for the Rule. Please see screenshot below for more information.

Attachments - Copy.PNG