It would be helpful if MYOB Basics/AccountRight included the ability to set a default bank account for entering 'spend money" transactions without the need to change of account numbers.
*Edited by Steven_M - Changed name to make it relevant to all programs and expanded on idea based on comments by AlanT
- CloverQ9 years agoFormer StaffStatus changed:NewtoNew
Thank you for your suggestion JoannaThomas,
In AccountRight when you enter a Spend Money transaction, by default it will use the first Bank account set in your account list. If you wish to use a specific bank account as the default account, you can change its account number so it is the first bank account in line.
- AlanT9 years agoUltimate Partner
Sorry Clover, but I don't see how that makes this suggestion a 'Already in Product' status.
The suggestion is to be able to nominate which account you wish as your default account for spend money. It may not suit everyone to have to re-arrange their chart of accounts so that this is the first account.
If you have an ANZ accounrt and a Westpac account, for the sake of presentaion many people would like to see their accounts listed in alpha order. If you want to use your Westpac bank as your default account for spend money, this is not the answer.
:-(
Alan
- starmeadow9 years agoExperienced Cover User
It would be so useful if you could set the Spend Money default account to another account without having to change the account number or de-activating other bank accounts. For instance, my client's business receives income into the bank account but pays 95% of bills from the credit card account. This is a liability account so I don't want to change it to an asset account number.
Setting defaults in any area of MYOB would be a very useful tool.
- Steven_M9 years agoFormer Staff
Hi starmeadow
Thank you for your feedback in regards to AccountRight
I've merged your idea with this one already included on the AccountRight Idea Exchange.
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