I want to see the transactions in Petty Cash and reconcile them but they don't show as a bank account even though it is set up as a bank account. What am I doing wrong please?
Hello! I hope its okay that I join this conversation? I have the same issue. Petty Cash is set up as a Classification : Asset with a category as : Bank. This still does not show up under the dropdown menu within bank transactions or reconciliations. Is there something I am not seeing that needs to be ticked or chosen to enable reconciling of this petty cash account?
Hi Doreen
Thanks for your assistance, however, it doesn't resolve my query.
I want to know what setting to change to be able to reconcile my Petty Cash, it is set up as a bank account but does not show in the drop down box in the reconciliation window. I am a bookkeeper but have not used MYOB Business before only AccountRight so am not sure what I need to change.
Hey @fullofquestions,
You’re on the right track and it could be a tiny setting with your petty cash account that's getting in the way. It's worth checking with your accountant to see if your petty cash was set up correctly. Also, if your cash‑on‑hand isn’t linked to a real bank, there won’t be a bank statement to match. You'll need to record your spends/receipts to petty cash and reconcile manually to your cash tally instead. Lastly, below are a couple of help articles to give you more info with reconciling.
Cheers,
Doreen
Self-help & Learning
Level up your skills and find answers across all MYOB products
Help Guides
MYOB Academy
