Forum Discussion

Dylemma's avatar
Dylemma
Experienced Cover User
2 years ago

Bank Feeds Rules & Print Cheque

Morning,   I have started using Bank Feeds and created some rules, which is great.  The rules so far relate to spend money and the issue I'm having is that I now have heaps of cheques to print!  I'...
  • Sean_DC's avatar
    Sean_DC
    2 years ago

    Hi Dylemma 

     

    Open the transaction and double-check if Cheque Already Printed is ticked. If it is, untick it and tick it again with the Pay Slip Delivery Status To be Printed. If it did not remove them after ticking the Cheque Already Printed please change the Pay Slip Delivery Status dropdown box to Already Printed or Sent. 

     

    At the moment, there is no rule (or settings) specifically about this since Bank Rules are mostly for matching transactions. 

     

Sean_DC's avatar
Sean_DC
MYOB Staff
2 years ago

Hi Dylemma 

 

Thank you for your post. I'm glad to assist you with this.

 

Besides ticking the Cheque Already Printed, please change the Pay Slip Delivery Status dropdown box to Already Printed or Sent. Note that if there are transactions in the previous year, you will need to unlock the period to do this. For more information about this, here's a Help Article on Removing transactions from the print or email queue.

 

 

Please feel free to post again. I'm happy to assist further.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.

 

  • Dylemma's avatar
    Dylemma
    Experienced Cover User
    2 years ago

    Morning Sean.....thanks for the quick response.

     

    I'm not sure if I'm missing something here as I'm not sure why I would change the pay slip delivery option for a spend money?  I send multiple payslips out every week so I don't want to change that feature.

     

    My query is how to create a spend money rule so that it doesn't clog my print queue and then I have to get back, sometimes in prior periods, unlock, change to already printed and then remember to lock the file again.

     

    When you create a spend money transaction on it's own, you have the option to tick the 'cheque already printed' box, so it doesn't get sent to the print queue.  Now that I have rules in place for the regular amounts being direct debited from my bank account, it's sending all of these to the print queue.....but there is no option in the 'create/manage rules' box to tick the cheque already printed box.  Even on the advanced options.  Is there no way around this except to try to remember to check that queue all the time?  Something I've missed in preferences maybe (although I've had a pretty good look there).  

  • Sean_DC's avatar
    Sean_DC
    MYOB Staff
    2 years ago

    Hi Dylemma 

     

    Open the transaction and double-check if Cheque Already Printed is ticked. If it is, untick it and tick it again with the Pay Slip Delivery Status To be Printed. If it did not remove them after ticking the Cheque Already Printed please change the Pay Slip Delivery Status dropdown box to Already Printed or Sent. 

     

    At the moment, there is no rule (or settings) specifically about this since Bank Rules are mostly for matching transactions. 

     

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