Can't allocate job to a bank feed transaction
I'm in the process of switching from desktop MYOB to online. When using Business Online and at the Bank Transactions page I can see columns for Date, Description, Withdrawal, Deposit, Match or Categorise, and Tax, BUT NOT Job.
I can see that I can allocate a Job if I set up a bank rule, but not every transaction can be dealt with with a rule. I need to allocate a Job at the Bank Transactions page! Am I missing something? Is it an oversight?
Hi there BoydatPA,
It's not possible to allocate a job directly to a bank feed transaction in MYOB Business because jobs are connected to line items inside the transaction, not directly to the transaction itself. You can set up bank rules for transactions that can be consistently categorized, but for those that cannot be handled by rules, you will need to manually allocate jobs after the transactions are imported. If you need more clarification about this, please reach out to our support team directly. You can reach them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.
Regards,
Shella
