Finance: Other Improvements

In MYOB Acumatica 2024.2.1, multiple improvements to financial management processes and the UI have been introduced, as described below.

Release of Overdue Charges and Credit Memos for Customers on Credit Hold

In previous versions of MYOB Acumatica, when the system generated a balanced overdue charge for a customer with the Credit Hold status, a user could not release this overdue charge because of the customer's Credit Hold status. The user had to manually change the customer's status before and after the release of the overdue charge.

In MYOB Acumatica 2024.2.1, a user can release overdue charges and credit memos for customers on credit hold without changing the customer's status. On the Invoices and Memos (AR301000) form, the system now displays a warning message when the user releases these overdue charges and credit memos.

Export of Specific Bank Transactions to Excel

In MYOB Acumatica 2024.2.1, on the Process Bank Transactions (CA306000) form, the Export to Excel button has been added to the table toolbar in the left pane, as shown in the following screenshot.

A user who is completing a bank reconciliation can now export selected bank transactions to an Excel file. For example, the user can export unmatched bank transactions and email them to responsible employees for investigation.