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

AccountRight

Bank Feeds: Unallocated report

misstams
Experienced Cover User

32Posts

167Kudos

1Solutions

32 Posts
Experienced Cover User

Hi there, 

 

Just wanted to put up for discussion the idea of an Unallocated Bank Feed Report or at least a general ledger option the same as LiveAccounts (see discussion below).

 

http://community.myob.com/t5/Troubleshooting-LiveAccounts/Printing-unallocated-transactions/td-p/202...

 

 

I have clients who I do bookkeeping for and need to clarify several transactions a month in AccountRight Live Plus. Currently I have to screen shot the bank feed screen and then copy that onto an email to query with the client. It would be great if you could just print a report of all transactions that have been 'fed' through to MYOB but have not yet been 'allocated' or 'ticked off'. 

 

Thankyou
"Unallocated Bank Feed Report"

54 Comments
Experienced Cover User scfsh
72 Posts
Experienced Cover User

As I approve bank feeds for a number of different clients, having the ability to print off a bank feed listing and send it to them directly to advise of allocations would be perfect. 

Ultimate Partner jenniek
2,372 Posts
Ultimate Partner

Yes - I agree - we also approve fora number of clients and it is not possible to print. I ended up doing a print screen to get the information I needed to send to the client

Partner AlanT
1,112 Posts
Partner

Hi @scfsh 

 

I have also raised this issue in this item:

 

http://community.myob.com/t5/Getting-started-with/I-want-to-export-a-list-of-Current-items-from-Bank...

 

And there is another similar request here:

 

http://community.myob.com/t5/AccountRight-Idea-Exchange/Unallocated-Bank-Feed-Report/idc-p/289601#M4...

 

This one is tagged as Under Consideration, but it has been since Feb, 2014.

 

Let's hope that they get converted into reallity soon.

 

Alan

Experienced Cover User scfsh
72 Posts
Experienced Cover User

It would be great if we could have an update on this. I too would benefit from having this report available.

Experienced Cover User scfsh
72 Posts
Experienced Cover User

@Steven_M thanks for your reponse. I would hope that as this has been requested a number of times, this will hopefully be included soon.

MYOB Moderator Steven_M
29,737 Posts
MYOB Moderator

HI @Scfsh 

Fantastic its great to see that you have voted and comment for this Idea. I shared your comments with the team.

Experienced Partner GeorgieC
27 Posts
Experienced Partner

This would indeed be a handy feature so I can chase clients up with my queries.  Please please add it to the software capability

Contributing Partner Jessiec
6 Posts
Contributing Partner

looking forward to seeing some advances on this idea, as i believe it will assist accountants/bookkeepers and their clients who have moved over to bank feeds from bank link.

MYOB Moderator Steven_M
29,737 Posts
MYOB Moderator

Hi @Jessiec 

Thanks for your feedback and voting for this idea. The idea is still under consideration and I would encourage other users to vote for this idea if they would like to see it included in future releases of the program.

Also please let me extend a warm welcome to the MYOB Community Forum to you. I hope you find it a wealth of knowledge.

Ultimate Partner BooksInTheCloud
1,576 Posts
Ultimate Partner

It would be great to be able to obtain a Report for Unmatched Bank Feeds.  Often I need clarification/further documentation on bank feeds from clients as to what the transactions are for in order for me to enter/code the transactions correctly.   Currently there is no report or facility to do this with ease.   At the moment I manually type them into a spreadsheet which is time consuming and unproductive for all concerned.