JUST MAKE RECONCILIATIONS WORK
Since MYOB BROKE AccountRight it has become so frustrating and unproductive to use I wonder why I just don’t go back to excel spreadsheets! The WHOLE POINT of the most basic accounting software is to make it easy to reconcile bank accounts. MYOB has BROKEN reconciliations. I have sent MULTIPLE support requests over 2 years, and there have been MANY software updates but MYOB developers seem to have singularly (deliberately?) avoided solving this problem. I have found workarounds for some reconciliation issues to the point of a reasonable level of satisfaction UNTIL I NEED TO AUTO-MATCH TRANSACTIONS PREVIOUSLY RECORDED TO THE BANK STATEMENT. IT DOESN’T WORK!!! So if there is any reason for suspending a reconciliation process such as being called away, or if there is a problem with a reconciliation where I need to reimport a statement I NEED TO MANUALLY REMATCH HUNDREDS OF TRANSACTIONS!! Yes. I said MANUALLY!!!!! Re the attached screenshot most, but not all, of these transactions have been recorded. Most were recorded in the Bank Statement interface using “Add Transaction”, and all data are exactly as per the statement. There were approximately 20 more of the 167 transactions that I still needed to record. FIVE (5!) of approximately 147 recorded transactions were matched. In order to find the remaining unrecorded 20 transactions MYOB are expecting ME to MANUALLY match about 142 TRANSACTIONS, ONE AT A TIME, in order to find and add the missing 20! And also, when MYOB broke AccountRight, the match transaction window NO LONGER PRESELECTS THE BEST FIT. So I need to scroll up and down 142 transactions in the window to match the transaction. AND IF FOR ANY REASON IT DOESN’T RECONCILE I HAVE TO ENTIRELY REPEAT THE WHOLE LABORIOUS PROCESS!
ID no. EFT
When I matched and approved transactions under bank feeds, the ID no. appear as EFT. Right now, there's no direct settings to update it not unless we will record it on the spend money under banking or change it manually from EFT to my preferred ID no. I'm using the bank feeds to make my work easier, if you can add the feature then I will spend less time to do my work.AccountRight Bank Feeds - In the Spend Money menu could there be an option to use a Recurrent Transaction ?
Situation at present: I go to the Banking command centre and select Spend Money - then select Use Recurring Transaction, find the payee and record the new instance of that payment (e.g. my monthly phone bill). Next, I go to Bank Feeds, find the payment (often a direct debit) and match it to my new payment. To save time, when I go into Bank Feeds - Spend Money, could there be an option to open the Recurrent Transactions list and select a recurrent transaction, to allocate the Bank Feed payment ? (Kym in Palmerston, outer Darwin - a MYOB Certified Consutant since 2007 and AR user since 1995)
Hide unmatched transactions on web browser
I know it has been asked about and discussed previously, but MYOB seriously need to do something about not being able to hide unmatched transactions on the web browser. Surely if it could be done on the desktop version of AccountRight, then it can't be too difficult to give users the same options on the web browser. Is it something that is being considered?
Missing Bank Feed Transactions - notifications to users?
In view of the increasing number of missing bank feed transactions, is it feasible to have some sort of log of incidents by bank and date range so that when the bank rec won't reconcile we know where to look to see if it is a missing bank feed transaction before we spend time looking at other issues? or doing a full manual bank reconciliation? Thanks Geoffrey
