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.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.
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?
Add PayID info to invoices
At the moment, it seems that a PayID cannot be added to the bottom section of an invoice, only BSB/Acct number and Pay online/BPay (for those using the latter two). Could we please have the ability to add our businesses PayID to the invoice, so people can elect to use that instead of the BSB/Account number?Spend and receive money needs to remember the last bank account
When manually posting bank entries in Business, why does the selected bank account switch back to the default bank account after you select the [Record and new] button? If I am about to enter another spend or receive money entry, I want the software to keep the same bank account. Please add this to the huge list of things that need to be fixed to make the software efficient to use.Bank register needed in Business
Hi MYOB, I just had a look at the new Banking Hub, but I'm scratching my head about a missed opportunity here. I think it is a shame that from the hub you do not have the option to drill into a specific bank account and see the transactions for that account unless it has bank feeds attached. You keep forgetting that not all 'bank' type accounts can get feeds. For example, many banks will not supply feeds for some credit cards, the ATO does not supply bank feeds (or a QIF file) for everyone's Integrated Client Account, you cannot get bank feeds for many loans and it is not possible to get feeds from real estate managers. When will you make it easy to use these accounts? Account Right has the Bank register, which is perfect for these accounts that require all entries to be made manually. AlanTBank Transactions screen needs a refresh button
Users would like a refresh option in the Bank Transactions screen that will refresh the list of unallocated transactions using selected sort options. At the moment, if you use refresh the window, the screen reverts back to the default sort order of oldest on top. If you have the entries sorted into any other order, these preferences are lost. This idea was posted 2 years ago with a total of 16 votes and 2 comments.
