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ballens's avatar
ballens
User
3 months ago

RECURRING TRANSACTION - In Tray & Bank Feeds

It would be so great if you could use RECURRING TRANSACTION when selecting a file in the INTRAY ie. Creating a New Bill or New Spend Money without losing the info or the linked file.  Please please please. 

 

 

Also to be able to ues RECURRING TRANSACTION in Bank Feeds (*understanding that it is a "New Transaction").  That is exactly what we are doing: is creating a New Transaction from a Bank Transaction. 

 

 

as per a response to the post below from October 2022.......>>>>>>>>>>>

 

 

 
Melisa_D 
10,735 Posts
Former Staff
 
 

October 2022

Hi @EileenK, 

 

Sorry for the delay in my response. You can use recurring transactions in the spend money window but not from the bank feeds window, this is because in bank feeds if you click on New > Spend money, the use recurring button is greyed out because you're telling AccountRight that you are creating a new transaction. 

 

Instead of using recurring transactions you could create bank feed rules these rules will automatically create matching transactions in AccountRight, or to help match payments to invoices and bills.

Cheers,
Melisa

Bank feeds
In Tray
InTray
recurring

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  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    3 months ago

    Hi ballens, 

     

    Thanks for posting. 

     

    Generally, recurring transactions are created to save on time in recording information for a transaction. This feature is designed to create transactions with the same format in a scheduled time. As mentioned by Melissa, the bank feed rules may serve to be an alternative to recurring transactions. If a bank feed transaction fits a certain criterion, it will automatically allocate or create a transaction to match the bank feed. Since both features can be used to automatically record transactions, this eliminates the need to add a recurring transactions option to bank feeds. 

     

    We recommend just creating a bank rule for your use case. However, if you feel this is a necessity, you can post the suggestion to the Ideas Exchange board instead for better visibility for the development team. 

     

    Let us know if you require any further help.

     

    Thanks,
    Genreve