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Share your ideas for improving MYOB Business/Essentials. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Bank transactions: Transfer Money - date filter





3 Posts
New Zealand

Transfers betwen different bank accounts often do not have the same date.


In this case MYOB will not match the transactions, despite ALL the other transaction information being identical.


Can we please have a Date Threshold setting for transfers so that we can control the matching process as follows:


IF the AMOUNTS match AND the REFERENCE fields match AND the transaction dates ARE WITHIN X DAYS  then offer it as a potential matching transaction for the user to confirm.


By all means leave the default behaviour as (DATES MUST MATCH) but for more capable users, the above feature would make life a hell of a lot easier when dealing with inter-account bank transfers.


thanks .. I AM liking the recent improvements to the system btw.


"Transfers between bank accounts - matching rules"