Forum Discussion

Dave_C's avatar
Dave_C
Cover User
6 months ago

Bank Transactions Screen default dates wrong

Every time I go to the Bank Transactions s screen (from the Dashboard or directly), the display period defaults to a calendar year.   If I hit the reset button, it will adjust it to the last 3 ...
period dates
  • Genreve_S's avatar
    Genreve_S
    6 months ago

    Hi dave_c,

     

    As I understand it, the web app should remember your filters. When you close and return to the bank transaction window, your filters should still be in place. If the app isn't remembering your filters, it might be an issue with your browser cache. I recommend clearing your browser cache, setting up the filter in the bank transaction window, closing the window, and then returning to see if the filters are retained.

     

    If the issue persists after clearing the cache, it might be best to reach out to support for proper troubleshooting. You can connect with our virtual assistant, MOCA, for prompt support through this link: myob.com/support. If MOCA can't help, you'll be automatically directed to our live chat team.

     

    Let us know if you need any other assistance.

     

    Thanks,
    Genreve

Dave_C's avatar
Dave_C
Cover User

Thanks Shella

I will do this, but I am surprised that you would think that it would be normal for the default behaviour of that screen to show a Date Period that starts earlier than the locked transaction date?

Genreve_S's avatar
Genreve_S
MYOB Moderator
6 months ago

Hi dave_c,

 

As I understand it, the web app should remember your filters. When you close and return to the bank transaction window, your filters should still be in place. If the app isn't remembering your filters, it might be an issue with your browser cache. I recommend clearing your browser cache, setting up the filter in the bank transaction window, closing the window, and then returning to see if the filters are retained.

 

If the issue persists after clearing the cache, it might be best to reach out to support for proper troubleshooting. You can connect with our virtual assistant, MOCA, for prompt support through this link: myob.com/support. If MOCA can't help, you'll be automatically directed to our live chat team.

 

Let us know if you need any other assistance.

 

Thanks,
Genreve

  • Dave_C's avatar
    Dave_C
    Cover User
    6 months ago

    Thanks Genreve

    I was wondering if that was the issue - on Edge I couldn't work out how to clear the cache for specific sites but I did a global clear and it looks like it has solved the problem

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.