Hello All
Many MYOB make life hard for themselves, by changing the field to EFT etc. This means that you have to change the entry in perhaps 99% of transactions that you do.
I always get my clients to ignore the fact that the field name says 'Cheque No" and instead consider that it is a transaction reference number, and just let the number increment as it wants to. When there is an actual physical cheque to be entered then instead of the auto number manually enter CH12345 with 12345 as the actual cheque #. The prefix CH will stop the system from incrementing. In this way you only need to make a change for perhaps 1% of your transactions.
If you do want to have a note that it was EFT or BPay then add this to the memo line instead, but actually I would not worry. The other great benefit in doing this is that each transaction has a different and unique reference #. Would you want all your invoices the have not have a distinctive invoice # and for them all to have "INV" ? I find it very frustrating when reviewing a client file and trying to find a single transaction when they all have a reference EFT (or BS - bank statement or PAY - payroll payments or BP - Bpay) when there are a number with the same amount or memo etc. It makes it difficult to find the right transaction to review or edit without having to open them all. This is the real time looser! I usually manually change the first transaction to something like 10001, away from the current cheque series and let the system go from there. Try it - it will save you a lot of time & effort. Perhaps in a future release MYOB will change the designation of this field from'Cheque No' to something like 'Payment Ref' so that users do not feel the need to always change it, after all I agree that cheques are a dying means of paying others, and the banks are discouraging it. I hope that this helps. Cheers David
- Natty12 years agoContributing Partner
I know that several people have posted about default cheque being DD or BPAY, what about if you just add a tick box next to cheque number to keep it same and then can untick when required to use actual cheques?
- AlanT12 years agoUltimate Partner
Yes, I'd like to vote for this solution.
- MikeToose11 years agoFormer StaffStatus changed:NewtoNewThanks for the great Idea! This could definitely be a time saver. We encourage other users to vote and leave further comments.
- Bromells11 years agoCover User
I have found the sequential cheque number default to be hugely time consuming.
As the majority of our transactions are now electronic this function is out-dated.
I really need the otpion to turn that off, so that each time I enter a new transaction, the cursor defaults at the first (chq No) field, giving me the chance to enter an electronic code or a cheque number.
At presents it defaults at the Date field and requires a manual change to the Cheque No field for EVERY transaction.
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