BANK FEED _ deposit (group allocation)
Hi Really hoping someone can help - DEPOSITS form eftpos bank, come in via bank feed - simply want to grab all these EFTPOS deposit and allocate to the business account GL. Instead I am currently ...
Forum Discussion
Hi JaneneP
If you haven't recorded any transactions in AccountRight for these deposits, then when the bank feeds come in, you can go to Bank Feeds, click on 'New' next to the amount which is a shortcut to create a matching transaction in AccountRight.
You can look into setting up bank rules to automatically create matching transactions, the rule can be based on amount or the description. For more details please check out this Help article: Bank feed rules.
If you have any other questions please feel free to let us know.
