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Product Ideas

Banking: Change the Automatic Cheque Numbering

JPH
Experienced Partner
Experienced Partner

26Posts

540Kudos

0Solutions

26 Posts
Experienced Partner
Australia

Remove the automatic cheque numbers for every transaction in spend money and payroll.  Most clients use internet banking & EFT these days, so cheques shouldn't be the default option.  If you write a cheque you should manually enter the cheque number in MYOB.

Current Status: Open
Last Changed: October 2012

Thanks for the feedback. We've taken this on board with our upcoming Bank Feeds function which only uses Cheque number when the source is actually a cheque, otherwise we default to EFT. This should save a lot of typing!

163 Comments
CR1
1 Post
User

Has there been any recent update to this request? Seems crazy we still have to enter cheque numbers when i havent written a cheque for nearly a decade!! 

 

All of our payments are done through DD or EFT transfer and would love this field updated

AUCKLAND
Experienced Cover User
39 Posts
Experienced Cover User

Does anyone know when this will be resolved?

David_Cree
Ultimate Partner
1,158 Posts
Ultimate Partner

Hello @AUCKLAND 

I understand your feelings re the field "Cheque Number" but feel that MYOB should simply change Cheque # to read "Reference No."

 

 Many MYOB users make life hard for themselves, by changing the Cheque #  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 to 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 V - Visa 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  

Rebecca12345
Experienced Cover User
76 Posts
Experienced Cover User

hi @David_Cree 

 

Thankyou for your post.  I'm sure it will help a lot of peoople.

 

I used to be one of the people who complained about myob defaulting to the cheque number when we always use EFT these days.  Then I came across another post in the MYOB community which also explained to just use it like a reference number, and type in CH for actual cheque numbers.

 

It has been so much better to do it this way.  Like you say, transactions should all have unique id numbers.

 

I agree that MYOB should just change the title of the field from 'cheque number' to 'reference number' (or 'transaction number')

 

 

 

Ozkitchens
Experienced Cover User
20 Posts
Experienced Cover User

Could the name for this be changed to something like Reference No: ?

Also could the length of the Cheque Number be increased to at least 10 digits, as our banking reference number is 10 digits.

Thankyou

Tracy_S
Partner
5 Posts
Partner

I have rules setup in my bank feeds and recently when it automatically matches and I mark it as approved it is automatically selecting a cheque number. This has changed recently for all my clients MYOB  files and it is frustrating having to go back into the transaction to remove to cheque number. Why has this changed and how can it be corrected so this doesnt happen.

Vandavic
Trusted Cover User
107 Posts
Trusted Cover User

I see this was first posted in 2012 and still nothing has been done about it.

Vandavic

sheza2
Contributing Cover User
15 Posts
Contributing Cover User

Agree nothing done - why not is the question.  This is an important issue now as cheques are all but gone.  MYOB need to sort this now and a few years down the track and we as users have not been heard.

Ianinfinance
Experienced Cover User
31 Posts
Experienced Cover User

Please MYOB for the umteenth time can you get rid of the auto cheque number in the payments screen and replace it with EFT as the autofill. This is the 21st Century. No one uses cheques any more. PLEASE. I have been asking for a few years now. Time to move into the real world. 

Ianinfinance
Experienced Cover User
31 Posts
Experienced Cover User

The problem is in the payroll, spend money or pay creditors functions. It is a waste of time to have to type EFT every time. The default should be EFT and cheques should be the hard code option. I have been asking MYOB to do this for years. Really guys!!!