Current Bank Balance Missing on New Bank Transaction Screen

Question

Hi

Selecting a specific bank account in the new Smart Reconciliation Screen (Bank Transactions) does not display the current bank balance.

The old transactions screen always showed this when selecting a bank account why doesn't  the new transactions screen display the current bank balance.

I assume that this is an oversight as who would take that feature away.

Trevor

Trevor_Harrison · Answer

It is definitely not there.

I have logged a support case.

Thanks

Trevor

Princess_R · Answer

Hi @Trevor_Harrison,

Making sure your current bank balance is showing before you do anything else is a smart way to kick off your banking tasks. The field you’re after is still there, it’s at the very top of the Bank transactions page, labelled as the MYOB balance. If you’d like to dive deeper into how Smart Reconciliation works and what’s changed across its different phases, you can check out this link.

If it’s still not showing on your end, feel free to grab a screenshot and reach out to our team via live chat through our virtual assistant MOCA, or log in to My Account and create a support ticket. They’ll take a closer look for you.

Cheers,

Princess