Forum Discussion

nahaccounts's avatar
nahaccounts
Experienced User
2 years ago

Old Bank Feeds

Hi, while playing around the with brower version i had turned on bank feeds but never started using it, i'm starting to move over to the brower version of myob now and it has an unallocated transactions amount that i'd like to clear, it goes too far back to unreconcile and re-do.

 

Is there a way of removing these? The large number on the dashboard makes my director nervous haha

 

Thanks!

 

  • Hi nahaccounts 

     

    Bank feed transactions will start to flow from the moment the application has been approved from the Bank. If you do decide not to use them straight away those transactions will build up until you use them.

    If you have already dealt with a bank feed transaction i.e. you have reconciled your accounts, the recommendation would be to hide the bank feed transaction. You can hide a bank feed transaction by

    1. Navigating to the AccountRight Desktop application
    2. Select to open the required company file
    3. Once in the file go to Banking>>Bank feeds
    4. Right-click on the bank feed transaction you wish to hide
    5. Select Hide Transaction

    Please note that this is no bulk hide transaction available to users.

    • nahaccounts's avatar
      nahaccounts
      Experienced User

      Thanks, i know i can hide them but the amount on the dashboard doesn't change, i am hoping there is another solution to removing them permanently.

       

      Thanks for your help.

      • Steven_M's avatar
        Steven_M
        Former Staff

        Hi nahaccounts 

         

        Hiding those transactions should have removed them from that selection list. If you would like to send me a private message with the following information we can see about fully removing those from the company file which would fully remove them from that list.

         

        • The serial number of the company file - Setup>>Company Information
        • The company file ID - Help>>About AccountRight
        • The period the bank feeds started (i.e. the earliest hidden) and the date you have used them from (i.e. the most current hidden transaction date)
        • The bank account number involved with those feeds 

        Note: With the above information, we can lodge a ticket with our teams to fully remove all the bank feeds from the dates that you do list. This will prevent those transactions from appearing. The only downside is that any transactions you have matched or dealt with for that period would be removed as well.

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