Improve collaboration around your bank feeds

MYOB Moderator
230 Posts
MYOB Moderator
MYOB Moderator

230Posts

103Kudos

0Solutions

Let the people authorised to allocate and match your banking import the latest transactions from the bank.

 

Great news for those of you whose bookkeeper, accountant or colleague match and approve bank feeds. You’ll no longer need to log in to AccountRight and click Get Bank Transactions on their behalf. They’ll be able to do it themselves.

 

get bank transactions.png

 

Even better, you don’t need to do anything as this change is happening automatically.

 

Rest assured, this doesn’t change who can see your banking information. You can still control who has access to the banking command centre, and all your banking details.

 

Check the online help for more information about controlling access to bank feeds.

2 Comments
Ultimate Partner
1,941 Posts
Ultimate Partner

 love your work MYOB... thanks for making this changeSmiley Happy this will make some bookkeepers and consultants very happy indeed

MYOB Moderator
230 Posts
MYOB Moderator

Hi Renae (@Cloud_Mind)

 

Thought this change might make a couple of partners happy. Thanks for letting us know. Smiley Happy

 

M