- Steven_MFormer StaffStatus changed:OpentoDone
Hi Everyone
When selecting Transfer money from a bank transaction and needing to create a new transfer money transaction the Date, Bank account from and amount are automatically populated for you. - Angi84Experienced User
It would be great if MYOB Essentials could add a 'Transfer' rule when creating bank rules for automatic matching of transfers between accounts. Xero has this functionality, why hasn't MYOB?
- RickTCPExperienced Cover User
Transfer money also doesent work properly with matching transactions with a linked bank account feed.
It looks like it is tyring to work but then always gives an error message that provides no help on sorting the problem.
You need to unselect the matched transaction, then save that action, then go back in again select the same transaction and it is happy.
This has been happening month after month. I have commented on it a number of times in the forum.
When can someone look at this obvious anoying error?
- RickTCPExperienced Cover User
I have commented on this error at least twice, and keep checking back on occasions to see if anything has happened with it, but no, nothing.
Regards
Rick
- KattCFormer Staff
Hello mumof5dooleys
Thank you for your comments around this new Idea, for the recurring transactions vote here to add to the list of customers that would like this in future releases.
- mumof5dooleysCover User
As a new user to Essentials, found this process way too complex for something that should be "essential". Very confusing, as i have bank feeds and as above a lot of transfers back and forwards, it would be "essential" to be able to allocate these internal transfer. As if i do a manual transfer, i can't delete bank feeds therefore creating a journal wouldn't i? more work! Also, can we please set up recurring transactions with the essentials!!
This appears similar to the old PREPARE BANK DEPOSITS that was available in the desktop version of MYOB. The difference is that in transferring funds betwen accounts, Prepare Bank Deposit was used for MULTIPLE transactions being deposited into the Cheque Account. If this is what you mean, or you would use this feature too, vote for PREPARE BANK DEPOSIT by qwerty (http://community.myob.com/t5/MYOB-Essentials-Idea-Exchange/Prepare-bank-deposit/idi-p/335996)
- Suja_PFormer StaffStatus changed:NewtoOpen
Thank you for your post, votes and comments. We understand making some changes to how Bank Transfers are dealt with in Essentials would make the allocation and reconciliations of these much easier. We request others who would like to see these changes to please continue to vote and add any relevant comments.
- autobookExperienced Cover User
I have recently posted a similar comment regarding this suggestion before realising that this post was in progress.
There is no doubt that this functionality would be a massive improvement as many transactions that feed into our Essentials transactions via bank feeds are internal transfers of one type or another (ie. Credit Card repayment, transfer to investment account, etc.). Apart from the inconvenience of having to make a note of the details of a transaction (ie. amount, date, etc) and then create a manual transfer, this also means that it is not possible to create a "Rule" for these transfers which is quite a nuisance.
All of this inconvenience would be very simply solved by adding all accounts to the 'Allocate' list in the banking window. I hope that MYOB will give our voices a strong consideration.
Cheers.... Nick
- autobookExperienced Cover User
Hi. At present whenever a transfer transaction appears in the Banking window from a bank feed, it is necessary to make a note of the details (date, amount, accounts etc.) and then create a manual transfer from the "Allocate" dropdown. Rather than this, would it be possible to include all Cash, Cheque and Credit Card accounts into the accounts list available for allocation in the dropdown list as this would save considerable inconvenience.
As it stands, it is not possible to create a "Rule" for these transfers which is quite a nuisance when so many are recurring weekly (ie. credit card repayments, transfer to GST accounts, etc.).
Has anyone else found this to be inconvenient?
Cheers.... Nick
- autobookExperienced Cover User
I'd be interested to hear from MYOB whether they are considering changing this in the near future or whether it will be ignored.
I agree Nick, it is very inconvenient and I think easily solved.
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