ChippyBirdCat
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Joined 5 years ago
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Can I use an asterix in Bank Rules?
I have three (3) similar bank payment descriptors that I see on my bank feeds and I need to apply each to one of three (3) different customers. Can you help? These are the descriptors (redacted): Direct Credit 500001 STRIPE STRIPE_Qkj3yzjicpR Direct Credit 133334 STRIPE STRIPE-8EYxiRRZQ6F Direct Credit 502221 STRIPE STRIPE_QjbMhpcULfk The rule must look for each customer which relates to the six-digit code. Initially I took the first two codes and created two new rules, eg: When the description on my bank statement contains this exact work or phrase: Direct Credit 500001 STRIPE STRIPE ... then look for open invoices for this customer.... BUT THE BANK RULES FAILED TO RECOGNISE THE TRANSACTIONS. To test it, I made sure that there was an outstanding invoice to apply the payment to. No other bank rule uses Stripe in its keywords to do a different action. Bank rule was applied to all accounts. Then I changed the rules and added the (*): When the description on my bank statement contains this exact work or phrase: Direct Credit 500001 STRIPE STRIPE* AND IT STILL DIDN'T WORK. I have tried to navigate MYOB for technical support and it is impossible to find a way to ask questions, even in the Community forum it took a while before I found where I could actuall ADD a question. Can anyone help me? TIA54Views0likes0CommentsRe: Using app.MYOB in the Browser Pros and Cons; Changing from PC to Mac
Thanks Steven, that helps me think about things with more clarity :) Am I right in thinking that data files are still not interchangeable between PC and MAC software? Can someone who has access to a MAC login to the app.myob file? Cheers!2.7KViews0likes2CommentsUsing app.MYOB in the Browser Pros and Cons; Changing from PC to Mac
MYOB Partners - please help! We are a business that is trying to make two transitions: 1. moving from PC to MAC laptops; and 2. moving from PC software MYOB AccountRight online to the app.myob file accessed via browser. Essentially my questions are: - How will be able to access our backup files from the browser version using a MAC laptop? - Will we lose any funcationality by working on the app.myob file: payroll, banking, STP, PaySuper, Reporting, Forms? - How will we be able to download our data onto the MAC laptop at a later date and work offline? - Can our Accountant read our data if we change from PC software to MAC software after we change our laptops? Looking forward to getting some adviceSolved2.9KViews0likes4Comments