AccountRight Bank Feeds - Using Recurring Transactions

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Experienced Cover User Success
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AccountRight Bank Feeds - Using Recurring Transactions

We have a client with a lot of recurring transactions already set up in spend money. However when using bank feeds and the spend money screen through bank feeds, the 'use recurring transaction' option is greyed out.

 

I know we could use rules in the bank feeds but for this client they would prefer to use the recurring transactions they already have set up.

 

Is there a setting somewhere I'm missing that will give us access to the spend money recurring transactions when going into it from the bank feed screen?

 

Really don't want to have to re-do all of these as rules when they are already set up. 

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MYOB Moderator Neil_M
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Re: AccountRight Bank Feeds - Using Recurring Transactions

HI @Success 

 

Currently the Use Recurring function is not available when using the New transaction function from the Bank Feeds window. If you knew a recurring transaction needed to be used to correspond to a bank feeds transaction you could look recording the recurring transaction first before accessing the bank feeds window

Regards,
Neil

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Ultimate Partner Kym__Yeoward
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Re: AccountRight Bank Feeds - Using Recurring Transactions

Could "access Recurrent Transactions" be made available in Bank Feeds - new Spend Money, in AccountRight 2020.1 ?

 

Kym YHeoward CPA & CC

Darwin (Palmerston)

7Dec2019

MYOB Moderator Tracey_H
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Re: AccountRight Bank Feeds - Using Recurring Transactions

@Kym__Yeoward 

 

Hi Kym

 

From my bookkeeping days I do understand that this would be very useful. At this time, there aren't any plans for it to be a part of the 2020.1 release. However, the developers are aware that this is a popular request from our users.

Cheers,
Tracey
Previously @bungy15

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Ultimate Partner Kym__Yeoward
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Re: AccountRight Bank Feeds - Using Recurring Transactions

Thanks. I understand our competitors Xero and QuickBooks Online already have this feature.

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