Forum Discussion

charlieemmerton's avatar
5 months ago

Bank Rules

I started using MYOB Essentials for several months and was reconciling manually. I then set up some nak rules to allow MYOB to do its auto reconciling and posting.

I have since set up new rules BUT the new rule goes back to the initial bank feed date meaning it post may transactions that are already in the system. 

I have asked MYOB support but have not had a satisfactory answer. (Twice!!)

I worked out a way to get rid of the old transactions, (Happy to share) but alas I set up new rules last month and when I went to review my reconcilaition today I have five transactions going back to Dec 23 that of course have all been input manually.

I have suggested to Support that when establishing a new rule that a commencemt date be part of the set-up.

IS THERE ANY HELP OUT THERE or further suggestions as to how I can delete these transactions and not have them come back. I can delete them do a perfect reconcilaition, then next month they come right back. Cheers

  • Hi charlieemmerton,

     

    Welcome to the Community Forum!

     

    Thank you for reaching out and for suggesting about establishing a commencement date when setting up a new rule, it's valuable feedback and we appreciate your input. Bank rules and bank feeds are indeed different, and bank rules will not impact bank feeds. The bank rules will only work once there is a bank feed. The issue you're experiencing with old transactions that keeps coming up after setting bank rules might need further investigation. I would recommend connecting with our live chat team through our virtual assistant, MOCA, on our website. MOCA will transfer you to our live chat team. Alternatively, you can also submit a support request via My Account. 

     

    Cheers,

    Princess