Forum Discussion

Josh2's avatar
Josh2
Contributing User
5 years ago
Solved

Bank Feed Rules

Hi, I am new to MYOB and especially bankfeeds, I was wodnering if anyone has any suggested Bank RUles that I should add, i have a feww such as Rent, Telstra hwoever unsure how detailed i should make...
  • CloverQ's avatar
    CloverQ
    5 years ago

    Hi Josh2 

     

    Setting up bank feed rules would allow you to automate the recording/matching of the same type of transactions instead of doing them manually. How much information to be included in the transactions created using the rules would ultimately depending on your business and reporting needs.

     

    To get started, I'd suggest going through this online Help article on Bank Feed rules, it'll provide more information of what can be achieved using rules, and how to set them up. 

CloverQ's avatar
CloverQ
Former Staff
5 years ago

Hi Josh2 

 

Setting up bank feed rules would allow you to automate the recording/matching of the same type of transactions instead of doing them manually. How much information to be included in the transactions created using the rules would ultimately depending on your business and reporting needs.

 

To get started, I'd suggest going through this online Help article on Bank Feed rules, it'll provide more information of what can be achieved using rules, and how to set them up. 

  • Josh2's avatar
    Josh2
    Contributing User
    5 years ago

    Thanks Clover, ill have a read and go through what i think will be the best rules. Cheers