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Bank feeds and using "find" features

marshlad

I am new to bank feeds and am having trouble using the "find" feature to match already records spends.

The only reason I can think I am having trouble is because the banks feed states a particular person or company whereas my MYOB transaction is allocated to a particular account

Bank feed states -Beaurepaires (for tyre repair)

MYOB transaction account - MV- repairs and servicing

Is there anyway around this or do I just have to hide these transactions

With thanks

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Accepted answers

Melisa_D

Hi @marshlad,

Thank you for your post, I hope you're finding helpful information on the Community Forum.

The 'Find' feature in Bank Feeds will find a transaction to match within the date range entered and the transaction total. For a transaction to appear in here, the transaction entered in AccountRight needs to be allocated to the same account as the Bank Feed account.

I hope this helps, feel free to come back to the Community Forum if you have anymore questions, we are more than happy to assist.

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marshlad

Thanks for that Melissa.... I am having trouble with the allocated account feature.... I may have to call to try to get help to fix this problem

Melisa_D

Hi @marshlad,

Thank you for your post, I hope you're finding helpful information on the Community Forum.

I hope this helps, feel free to come back to the Community Forum if you have anymore questions, we are more than happy to assist.