Forum Discussion

ballens's avatar
3 months ago

RECURRING TRANSACTIONS please in Bank Feed

It would be SO helpful, useful and efficient if you could use RECURRING TRANSACTION when selecting > Spend Money or Receive Money from Bank Feeds.

 

Please please please!

1 Reply

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi ballens,

    Thanks for your post, and my apologies for the late response. 

    While you can utilize recurring transactions in the spend money window, it's important to note that this feature is not available in the bank feeds window. In the bank feeds window, the "Use Recurring" button is greyed out when you click on "New > Spend Money" because you're indicating to AccountRight that you're creating a new transaction.
     

    As an alternative to recurring transactions, you may consider creating bank feed rules. These rules automatically generate matching transactions in AccountRight and can be helpful in matching payments to invoices and bills.

     

    I also suggest expressing your support for this idea on our Product Ideas page, where the same suggestion is being discussed.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

     

    Regards,
    Earl