JocelynWilson's avatar
JocelynWilson
Cover User
9 years ago
Status:
Done

Bank transactions: Allocate - create new account

Hi MYOB

 

Could you please add the capability of creating a new account within bank feeds.  It's annoying when you're on a roll and have to go out of bank feed and into accounts list to create a new account then back into bank feeds.  MYOB AR had the capapbility of creating new accounts within bank feeds and it is much easier.

 

Thanks

 

Jocelyn

 

"Bank Feeds Allocating to a New Account"

3 Comments

  • Natasha_Mason's avatar
    Natasha_Mason
    Contributing Cover User

    We have a requests from a few clients if it is possible to have an option to create a new code from the coding area of the bank transaction page. If this is possible I'm sure that would be a time saver.

  • In Essentials can we please have the ability to enter new account codes as we are allocating the expense

  • Status changed:
    New
    to
    Done

    Hi Everyone


    When using the Allocate me drop-down or the full Allocate window for Bank transactions, you'll have the option for Create account. This will allow you to create a new account without the need to navigate to the Chart of accounts.