Matching bank transactions

Question

The upgrade to business has deleted some previously set up rules, but also automatically set some up to be motor vehicle expenses, but should be insurance or telephone or something else.

Any ideas how to go though and sort out?

Tracey_H · Answer

@rjnixon10

Hi Rick

If you're having trouble with specific transactions not being automatically matched or matched incorrectly please provide details of those transactions so that I can assist further. Screenshots would be great.

Make sure sensitive information is removed from screenshots prior to posting on the public Forum.

rjnixon10 · Answer

Tracey,

Thanks for the info - unfortunately didn't work.

I have gone through manually to find problem matches - but unsure how to change these for the future transactions.

Disappointing that there are such issues with the upgrade

Rick

Tracey_H · Answer

Hi @arjay

Thanks for your post. This Help Article, Check your MYOB business after upgrading, has information on the changes to bank rules and what can affect whether your rules work in the new platform.

I'll also give you these Help Articles to assist with bank rules:

Create rules

Managing rules

Please let me know if you need further help.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.