Automatic Allocation of Bank Feeds
I have noticed that since the last upgrade we now have deposits to our bank account being automatically allocated to open sales invoices that we have in our system.
Ordinarily this would be considered a good thing because it saves time matching deposits to your sales invoices, my problem is that we operate a business where the vast majority of our invoices are prepared on behalf of other businesses and we need to know when each invoice has been paid so that we can forward the payment on to the other business.
We don't have any rules set up to automatically allocate bank feeds to sales invoices so I am guessing this a system wide upgrade and I am wondering if there is a way to turn this functionality off for our business.
Thanks
Hi MichaelEFM
With some recent updates, additional preferences have been added with regards to Bank Feeds. These can be enabled (or disabled) through - Setup>>Preferences>>Banking
- Auto-approve bank transactions matched to MYOB transactions
- Auto-allocate bank transactions to outstanding MYOB invoices or bills
If you are not wishing to have that auto-allocation of MYOB invoices or bills, do navigate to that preference window and disable that bottom preference.
- Auto-approve bank transactions matched to MYOB transactions
