RECURRING TRANSACTION - In Tray & Bank Feeds
It would be so great if you could use RECURRING TRANSACTION when selecting a file in the INTRAY ie. Creating a New Bill or New Spend Money without losing the info or the linked file. Please please please. Also to be able to ues RECURRING TRANSACTION in Bank Feeds (*understanding that it is a "New Transaction"). That is exactly what we are doing: is creating a New Transaction from a Bank Transaction. as per a response to the post below from October 2022.......>>>>>>>>>>> Melisa_D 10,735 Posts Former Staff October 2022 Hi@EileenK, Sorry for the delay in my response. You can use recurring transactions in the spend money window but not from the bank feeds window, this is because in bank feeds if you click on New > Spend money, the use recurring button is greyed out because you're telling AccountRight that you are creating a new transaction. Instead of using recurring transactions you could createbank feed rules these rules will automatically create matching transactions in AccountRight, or to help match payments to invoices and bills. Cheers, Melisa
In tray: MYOB Subscription invoice delivered direct
An option to have a copy of MYOB's monthly invoice for its services delivered to the "In Tray" would be helpful. It would save having to download the invoice from a mail server then upload it to the "In tray" touse to generate an expense relating to MYOB's services. "Send copy of MYOB's invoice to In Tray"Capture App Notes Not Working
We have been using the Notes on the Capture App very successfully up until about a month or so ago. We run multiple jobs, and when a receipt is captured via the MYOB Capture app, a note is added to record which job the receipt relates to. For some reason those notes are no longer coming through into the purchase transaction created from the InTray. I'm hoping someone can help me as I now have multiples of receipts and I don't know which jobs these relate to? Thanks
In Tray: Ability to match to a Recurring transaction
Hi I like the new In Tray feature, and the ability to create new bills from imported documents. However, most of my regular bills - electricity, telephone etc - are already set up as recurring transactions. I want to use the recurring transaction, as it has the narratives and account numbers already populated - at the moment this means I cannot create the bill from the In Tray (and have to just link the electronic copy of the invoice to the transaction after it has been created). It would be great if a recurring transaction could be created from the In Tray - so the invoice date, invoice number and amount are picked up from the imported document, and the account number and narrative are taken from the recurring transaction. thanks "Create new recurring transaction from In Tray"
