Paul_C
Partner
When allocating a bank feed deposit to a new transaction (a Receive Money transaction in this case) there is no access to Recurring Transactions that have previously been set up.
This is a step backwards for any client that regularly records cash receipts, such as daily takings, and uses a Recurring Transaction to assist them to efficiently record the breakup of the daily takings across multiple lines and income accounts.
I do not know why the Recurring Transactions button is greyed out when in bank feeds, but it seems to me to be counter-productive and not very logical.
Please let me know if there is a reason for this that I have missed.
Matthew_W
11 years agoMYOB Staff
Status changed:
New
to New
Thank you for your feedback on this Paul. That feature is currently not available, its not something that you're doing wrong. Adding this option in is something we'd be happy to consider adding in. In the meantime what I would suggest would be to look into adding a transaction Rule with the same details so you can just make the transaction manually and it will auto match up.