Forum Discussion

poko's avatar
poko
Cover User
3 years ago
Solved

Unallocated Bank Transactions

Since the upgrade to MYOB Essentials, when allocating transactions from a list of "unallocated transactions", a refresh of the list no longer occurs each time a transaction is allocated.   The most...
myob-ref-Banking
  • poko's avatar
    poko
    3 years ago

    Thanks Komal_S.

     

    I do hope the development team look at this, as unless it was a conscious design decision NOT to refresh the list each time an unallocated transactions is allocated, this should have failed regression testing during the build for the upgrade.  I personally can't see how it is correct behavious that a transaction that has been matched continues to appear on the list of unallocated transactions until the user does a manual refresh.

     

    Regards, POKO.

Komal_S's avatar
Komal_S
MYOB Moderator
3 years ago

Hi poko 


Thanks for your feedback. This occurs more frequently during matching a transfer in order to ensure the transactions are properly matched as one transaction has already been allocated. That said, I understand your concerns regarding having to refresh the bank feeds window and have passed on your comments to the development teams.

Please feel free to post if you further suggestions or queries. 

  • poko's avatar
    poko
    Cover User
    3 years ago

    Thanks Komal_S.

     

    I do hope the development team look at this, as unless it was a conscious design decision NOT to refresh the list each time an unallocated transactions is allocated, this should have failed regression testing during the build for the upgrade.  I personally can't see how it is correct behavious that a transaction that has been matched continues to appear on the list of unallocated transactions until the user does a manual refresh.

     

    Regards, POKO.