22-04-2011 02:00 PM
I imported a bank statement for the Liveaccount, I want to know how to allocated fund transfer between accounts (for example from bank account to visa card account), I try to find my visa card account under (allocate me) but i couldn't find it.
I knew there are fund transfer function under the tap "Bank" but it was too trouble to enter one by one, I just want to allocat the fund to the Visa card asset account, but it was not on the list.
Please give me a help.
23-04-2011 07:44 AM - edited 23-04-2011 08:11 AM
My first question is do you have a visa card account set up a visa card i e did you create the account as a Credit Card account.
If you did then please refer to the following.
I hope this helps
27-06-2011 11:19 AM
Hi Geoff, i wonder why on earth i have to go through such a long winded way of allocating a simple transfer of funds? If i use the 'transfer between accounts' link and set one up, i loose the screen i am looking at and have to remember which line i am trying to have it match up. Its long winded to hell.
Surely we can setup a 'Transfer' category (i hate the word 'account' for allocating.. its confusing since we have bank accounts that the layman deems an 'account') in the accounts side that is GST exempt and sits in the Balance sheet only. I mean, i have 3 credit cards and transfer funds to these regularly. Last night adding all these in was a slow painful process. I have hundreds of lines on my accounts.. ok i am not a small business but i do my own books and i want it to be faster.
Any tips that i am not aware of?
28-06-2011 07:41 AM
Sorry but I must admit I cannot see any shortcuts to your problem.
The only thoughts I do have is that you download your visa card statements to your Live Accounts the way you download your bank account and match transactions the same way if possible.
Or you could just put one block entry through for each Visa Card Account once a month. I have clients I do this for which saves quite a bit of time.
It is a pity that there is no facility for recurring transactions as in the normal MYOB Accounting packages as this would make like a bit easier.
I don't know if anyone else has an answer for you.
28-06-2011 08:11 AM - last edited on 22-12-2011 01:40 PM by StevePick
The transfer between accounts will be implemented in LiveAccounts as a simple allocate to / from bank accounts.
22-12-2011 01:27 PM
this problem doesn't seem to have been resolved as yet. May I ask when it is likely to be implemented. My transaction file is auto loaded, so it seems silly having to go out of the "Allocate Me" section to enter a transfer to/from that bank account to/from another bank account when I could simply "allocate me" right then and there.
22-12-2011 01:42 PM
The option to allocate a transaction as a transfer between accounts, via the 'Allocate me' dropdown in Banking, will be implemented early in the New Year.
05-01-2012 09:45 AM - edited 05-01-2012 09:52 AM
I to have this requirement, Has this been implemented yet?
This is stopping me from using this product at the moment as I have two accounts. I have manually imported data in to each and the numbers are all wrong as I can't allocate transfers between them as "account transfers"... Is there a work around in the mean time ? Surely I don't have to do this manually for each transfer?
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