Partner Zone

Matching Trasactions Change Ref No to Invoice No

melindaj
Partner
33 Posts
Partner
Australia
Partner

33Posts

8Kudos

1Solutions

Matching Trasactions Change Ref No to Invoice No

When selecting or matching income or expenses to previously entered sales/purchases, the reference number doesn't mean anything to the user. We need the Invoice Number instead. Please change in all products

 

May be an image of text that says 'Unallocated Custom Date 01/07/2022 Bank tatement description 30/09/2022 26/09/2022 INTERNET BPAY water 46218758731 Shov i Withdrawal $) Deposit ($) Closem”ches Match 109.25 Contact All allocate Reset Date Possible match found Search Q Tax Reference 26/09/2022 837 Description Match transaction 26/09/2022 Allocate 838 Transfer money Total 26/09/2022 839 Discount( $) 26/09/2022 840 109.25 Balance due Reset 26/09/2022 Match amount ($) 841 109.25 26/09/2022 842 109.25 109.25 109.25 109.25'

2 REPLIES 2
ChrisMYOB
MYOB Moderator
1,531 Posts
MYOB Moderator
MYOB Moderator

1,531Posts

103Kudos

172Solutions

Re: Matching Trasactions Change Ref No to Invoice No

Hello @melindaj 

 

Thank you for your feedback. I have passed this onto our development team. 

 

I would also suggest posting this on our Essentials Ideas Exchange board. This is where you are able to suggest and vote for features you would like to see implemented into the Essentials software. 

Kind regards,
Chris

MYOB Community Support

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

busychemist
Experienced Cover User
20 Posts
Experienced Cover User
Australia
Experienced Cover User

20Posts

4Kudos

1Solutions

Re: Matching Trasactions Change Ref No to Invoice No

Yes please!!! - I just logged into the MYOB Community to post exactly this.

 

Best workaround I can find at the moment is to open a new tab with your Open Bills on it and then work out which Bill Number matches which Invoice.

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