Rules

3 Topics

After I installed the latest update to AccountRight, the Rules and Bank Feeds no longer work.
Last week I updated my Account Right and since thenTWO THINGS - Rules and Bank Feeds are unusable. So I tried the online Contact (i.e. I made a "Support Request"). I feel like maybe a computer program is answering these Support Requests because the answers they gave me were of no help whatsoever. You put your Support Request in and they come right back to you - with nothing helpful. You're trying to think about how to deal with their nonsensical "help" and then you get an email saying since you haven't replied in, possibly 2 hours, they're closing your case, and you should put in another Support Request. So, * , the MYOB Trust Pilot whisperer, he said to try the MYOB Community. So here I am. THING ONE - RULES When I look at my Bank Feeds now, in the middle column, they all say, "Find New" Usually there are many that say "Approve". I can see that I have Rules that should be being picked up, but they aren't being picked up. When I go into Manage Rules and, under Description, I make the top line which is called "the exact word or phrase", well I make it an exact word or phrase that's on the transaction on my bank statement. I always refresh (Green swirly arrow) the Rules and the Bank Feeds, but the Rule is not picked up anymore. It still says "Find New". THING TWO - BANK FEEDS Transactions that definitely should be in my Bank Feeds are not there! I've never had that happen before! And then when I click on Get Bank Transactions, it says there aren't any new bank transactions, even when I know for a fact that there are. The latest Bank Feeds are dated 16.2.23. Perhaps that's the date that I did the latest MYOB update? When I go to my online bank, I can see that there certainly are new transactions since 16.2.23. And I can see that in the middle of the Bank Feed, there should be about 6 or so transactions that are on the bank statement, but they are missing from the Bank Feed.
Hippopotamus 2 years ago Place AccountRight: Banking
608Views
0likes
6Comments
Get Statement: Rule set up
Please could we be able to apply rules to Imported Statements in one of 2 ways Either - let us import statements into the Bank Feeds window so that the Rules functionality will apply Or - add the rules functionality to the Get Statement window (from either Bank Register or Bank Reconciliation) We get many clients who give us accounts just once per year and it's all retrospective. It's very frustrating having to code a years worth of transactions knowing the functinality exists elsewhere in the product, and fully exists in a competitor product "Bank Feeds - Transaction Rules"
Murray_McKenzie 2 years ago Place MYOB AccountRight ideas exchange
11KViews
23likes
19Comments
Bank Feeds: Rules - Spend/Money Transaction to be Tax Inclusive
Currently, you can enter some advanced options when creating a rule transaction (such as jobs, tax codes, memos, etc.), however there are some options missing... I'd like to see the following options added to the new rule transaction window: Spend Money: Tax Inclusive Cheque No. ('auto' or set value) Receive Money: Tax Inclusive ID No. ('auto' or set value) Payment Method "More advanced options for bank feed rule transactions"
BWPanda 4 years ago Place MYOB AccountRight ideas exchange
3.8KViews
8likes
4Comments