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MYOB Essentials

Banking: Transfer money transactions

Experienced Cover User

72Posts

784Kudos

0Solutions

72 Posts
Experienced Cover User
Australia

It it currently very fiddly to enter a transfer between accounts. In Essentials, you cant enter a transfer between bank accounts as a spend money like you can in MYOB AccountRight which would be fine if you didn't have to go to another window completely to manually enter a transfer every time. 

 

This process is slow and annoying if you make multiple transfers. Even having the date, amount and bank used bought over when clicking manually create the transfer would be easier than starting from scratch every time, as well as when you hit save it takes you back up to top of the bank feed list, not back to where you were working from.

 

"Make transfer between accounts easier to enter"

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Current Status: Done
Last Changed: 3 weeks ago

Hi Everyone


Transfer funds/money transactions can be entered for MYOB Essentials using the Banking>>Transfer funds (or Transfer money) option.

2 Comments
MYOB Moderator
3,488 Posts
MYOB Moderator

Thanks for your suggestion @scfsh.  This idea has been raised previously. I recommend that you vote for it here:

Record a transfer between accounts

MYOB Moderator
37,782 Posts
MYOB Moderator

Hi Everyone


Transfer funds/money transactions can be entered for MYOB Essentials using the Banking>>Transfer funds (or Transfer money) option.