Bank transactions: Upload documents for expenses
If a business has many small expenses that are too numerous to add each one manually and then allocate a bank payment to that invoice or receipt, it'd be fantastic to be able to upload the receipt while allocating the transactions on the bank feed page. I know we can upload these receipts in another way, but doing it while on the actual bank feeds/transactions page would make it so easy and streamlined, saving heaps of time going back and forth and checking that it's correct, in the right place, right name, right amount. I've attached a screenshot of a transaction on the bank feeds page with a new link shown as "upload". Selecting that would present a way to upload the receipt. Part of the process would have to be to allocate to an expense account (or capital expenditure) and of course the system would have to do all the right things with it at the back end. The user may have to check that GST calcs are correct as is the total but this could be shown on the screen and the user just needs to ok it. "Upload receipts or tax invoices on the bank transactions page while allocating banking transactions"
Bank feeds: Starting from a particular date
When we are setting our new clients up on Liveaccounts it is very difficult to predict when the livefeed will start. We have some clients who don't want to go back and enter in the first part of the year (they will justcollate their data from both systems at 30 June). For example, if we could set a date at least 2 weeksinto the future (such as start of month, or BAS period) then it would be easier to merge the clients onto liveaccounts. "Bank Feed as at a particular date"
Bank transactions: Transfer Money - date filter
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"Bank transactions: Delete individually imported added statement transaction
I can't see a way to delete bank transactions. My concern here is where we have uploaded a bank transaction for the period prior to Liveaccounts bank feed commencing. I understand we can delete the entire import, but it notpossibleto delete just one transaction from the manual upload. "Delete Bank Transactions"