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Product Ideas

Bank rules: Customer payments

Jacqui_M
Trusted Cover User
Jacqui_M
Jacqui_M
Trusted Cover User

92Posts

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+20
92 Posts
Trusted Cover User
New Zealand
June 2017
Done
June 2017
Done

I would like to see the ability to create bank rules for customer payments, in the same way that the rules can be assigned to Suppliers.

 

"Bank Rules for Customer Payments"

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0 Votes
Current Status: Done
Last Changed: May 2021

Hi Everyone


MYOB Essentials will allow for the user to set up a bank feed rule for Invoices. This type of rule will look for outstanding invoices for a chosen customer. The same is available for Bills with Spend Money and Receive Money transactions still being available.

 

Note: This banking change is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.

 

1 Comment
Steven_M
45,180 Posts
Former Staff
May 2021
May 2021

Hi Everyone


MYOB Essentials will allow for the user to set up a bank feed rule for Invoices. This type of rule will look for outstanding invoices for a chosen customer. The same is available for Bills with Spend Money and Receive Money transactions still being available.

 

Note: This banking change is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.

 

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