Remove New Restriction-Allow editing of Category & GST on reconciled transactions without undoing reconciliation
The current restriction preventing changes to Category and GST coding on reconciled bank transactions is creating unnecessary inefficiencies in standard bookkeeping workflows. In practice, bank reconciliations are often completed by one team member, with quarterly BAS reviews performed later by another (e.g. accountant or senior bookkeeper). During review, it is common and necessary to correct coding errors such as misallocated expense accounts or incorrect GST treatment. Currently, MYOB requires users to undo bank reconciliations to make these corrections, which: Forces users to undo potentially multiple reconciliation periods Requires full re-reconciliation of accounts Introduces risk of errors and duplication of work Adds significant time and cost to routine review processes MYOB help documentation confirms that manual reconciliations must be undone to edit transactions , and community responses consistently recommend undoing and redoing reconciliations or using workaround journals — neither of which is efficient for high-volume or multi-user environments. This is a step backward from prior workflows and does not align with real-world bookkeeping practices. Suggested improvement Allow users to: Edit Category and GST code only on reconciled transactions Without requiring reconciliation to be undone While maintaining reconciliation integrity (e.g. no impact on bank balance) This would: Support proper review and BAS accuracy Reduce unnecessary rework Improve efficiency for accounting firms and multi-user files
Bank feeds data matching needs work
Whilst the new updates to data matching in bank feeds has been great, there are a couple of annoying details that need tweaking ...please! 1. This payment literally has the invoice number in the transaction, yet I get "27 suggestions" and then it is not even in the initial list when you click on suggestions - have to click into 'more suggestions" to find and match. 2. Data matching working here, but the full invoice number is not shown. We need to see the full invoice number at this view, please.
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!Banking: Allocating multiple bank feed transactions to the one payroll transaction
MYOB Business doesn't allow for two bank feed transactions to be matched to the one MYOB transaction. Users would like the ability to match more than one bank feed transaction. This idea was originally posted 12 years ago with a total of 199 votes and 86 comments.
Negative Amounts in “Applied to Date” After Deleting Payments, System Design Issue?
We recently encountered a couple of cases where we needed to delete both customer payments and supplier payments. In both scenarios, the payments had already been approved and applied to their respective invoices and bills. After deleting these payment transactions, we expected all related payment information to be fully removed. However, the system instead automatically generated negative amounts in the “Applied to Date” field, which increased the outstanding balance. We have reviewed all related journals and ledgers but cannot find any transactions or entries that explain or trace back to these negative “Applied to Date” amounts. We have also tried to delete both transactions, but failed as system popped out warnings saying"cannot delete transactions that previously applied payment". Has anyone experienced this before? What could be causing this behaviour, and how can we correct or remove these negative applied amounts? Any guidance or recommended steps would be greatly appreciated.
Yesterday button on Bank Reconciliation
We are large enough that we need to reconcile our bank accounts daily. I am trialling using this function in the browser rather than the desktop version. The software seems to default to a previous quarter. I just want to see yesterday's transactions. There is a button for today. Could there not be a button for yesterday? Otherwise I have to muck around clearing out date ranges.
