AccountRight Bank Feeds - Using Recurring Transactions

Highlighted
Experienced Cover User Success
11 Posts
Experienced Cover User
Australia
Experienced Cover User

11Posts

4Kudos

1Solutions

Solved: Go to Solution

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. 

1 REPLY 1
MYOB Moderator Neil_M
11,806 Posts
MYOB Moderator
MYOB Moderator

11,806Posts

1,387Kudos

1,673Solutions

Accepted Solution Solved

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

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

Did my answer help?

Mark it as a SolutionHelpful? Leave a to tell others

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post