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Product Ideas

Reconcile Accounts: Show memo

Partner

243Posts

462Kudos

0Solutions

243 Posts
Partner
Australia

I have a number of client who need to reconcile large volumes of transactions (i.e. that are imported from front end systems).  It would be really useful for these clients to be able to have the "memo" field for each line entry (not just the card name) also showing in the bank reconciliation screen.  The workaround is to print a customised report with the information on it and then they try and cross check to the screen - its a bit painful.  This could possibly be an optional feature in the setup/preferences area?  Anyone else in a similar situation and think this would be useful?

 

"Memo field in Bank Reconciliation Screen"

Current Status: Done
Last Changed: March 2018

Hi Everyone

With the release of AccountRight 2017.2, disabling the banking preference 'Display Payee, Rather Than Memo, in Register and Reports' will show the transaction memo in the Banking>>Reconcile Accounts window. 

*Setup>>Preferences>>Banking>>Display Payee, Rather Than Memo, in Register and Reports

2 Comments
MikeToose
0 Posts
Former Staff
Thanks for your suggestion. We can understand your frustration here and are keen to hear what others think. Please add any votes and comments below.
Steven_M
MYOB Moderator
43,663 Posts
MYOB Moderator

Hi Everyone

With the release of AccountRight 2017.2, disabling the banking preference 'Display Payee, Rather Than Memo, in Register and Reports' will show the transaction memo in the Banking>>Reconcile Accounts window. 

*Setup>>Preferences>>Banking>>Display Payee, Rather Than Memo, in Register and Reports