Bank Feeds: American Express feeds
This has been raised in discussion posts and also submitted to Live Accouns ideas forum but I would like to re-iterate for Account Right Plus. Desperately need to see Amex in bank feeds, we have many hundreds of transactions that could be automated if Amex was supported. Thanks "Bank Feed for American Express issued by Amex"21KViews43likes31CommentsBank Feeds: Rules - Spend/Money Transaction to be Tax Inclusive
Currently, you can enter some advanced options when creating a rule transaction (such as jobs, tax codes, memos, etc.), however there are some options missing... I'd like to see the following options added to the new rule transaction window: Spend Money: Tax Inclusive Cheque No. ('auto' or set value) Receive Money: Tax Inclusive ID No. ('auto' or set value) Payment Method "More advanced options for bank feed rule transactions"3.8KViews8likes4CommentsBank Feeds: Rules - Allocate to separate account based on amount (greater than allocate to, less than allocate to)
Can you have a function to choose to select the amount to match to also. Eg; If Telstra $9.18 appears code to Advertising If Telstra >$10 appears code to Telephone Thanks "Bank Feeds to Transaction Auto Code Fixed Value of Telstra coding to Advertising and setup another auto code to code to telstra over $10"2.8KViews0likes1CommentBank Feeds: Search/Find invoice numbers easily in the Bank Feed Screen
Loving the Control, Shift F functionin AccountRight Live - Wow what a great feature MYOB. Would be great to have the same function work in the BANK FEED screen. I have a client that sends out hundreds of subscriptions orders for the same amount and the subscribers businesses have very similar names. The subscribers pay detailing their order number (invoice number) on the payments. I have been using the Control, Shift F Function through the sales register to locate the order number easily and apply the payment to the correct subscriber however I have to go between the two screens. It would be great if MYOB could incorporate the sales/purchase register into the Bank Feeds screen, with the ability for the screen to stay displayed on the page. Perhaps sitting to the right hand sideof the Bank Feed screen. Having the ability to close down the the sales/purchase register screen if you dont want it displayed.19KViews28likes24CommentsBank Feeds: Fonterra bank feeds
I have had several requests from accountants who would be recommending a change to AccountRight Live if more of the rural institutions were included in live bank feeds. In particular they mentioned Fonterra, Farmlands and RD1 is there any time frame when this would be implemented. "More Financial institutions for bank feeds"4.1KViews0likes3CommentsReconcile Accounts: Remove CTRL + A - Select All shortcut
Because of bank feeds I only go in toreconcile the bank accounts on a monthly basis to match the ending balance to the bank statement, and because I am used to the CTRL a shortcuthighlighting all in the selected area, I press it to highlight all the closing statement balance and it actually unticks/ticks everything showing, regarless of it being matched up to a bank feed. This is really painful to do so easily by mistake, as I then have to go back and find which ones were unpresented. "Get rid of the "Ctrl" + "a" shortcut on the Reconcile Accounts window"1.6KViews1like0CommentsBank Feeds: Rules - Split by fixed amount
When creating a rule and using the advanced options the percentage column needs the ability to be able to be changed to a fixed amount. eg $256.06 each month for insurance is split into $173.11 business, $82.95 drawings. At the moment you have to work out the percentage manually. You also need to be able to put a fixed amount to one code and the balance to drawings. Great to start working with it. Shelley "Bank Feeds - Rules"3.9KViews2likes4CommentsBank Feeds: Suncorp credit cards
I enquired about Suncorp CC and they are unavailable as not enough people are requesting it. If you do have a Suncorp CC and would like bank feeds, please vote so we can get this feature added. Thanks! RE jeanneevanshttp://community.myob.com/t5/Getting-started-with/Suncorp-Credit-Card-Bank-Feeds/m-p/298579#M43039 "Add Suncorp Credit Cards to Bank Feeds"