Bank feeds and using "find" features
I am new to bank feeds and am having trouble using the "find" feature to match already records spends.
The only reason I can think I am having trouble is because the banks feed states a particular person or company whereas my MYOB transaction is allocated to a particular account
Eg
Bank feed states -Beaurepaires (for tyre repair)
MYOB transaction account - MV- repairs and servicing
Is there anyway around this or do I just have to hide these transactions
With thanks
Hi marshlad,
Thank you for your post, I hope you're finding helpful information on the Community Forum.
The 'Find' feature in Bank Feeds will find a transaction to match within the date range entered and the transaction total. For a transaction to appear in here, the transaction entered in AccountRight needs to be allocated to the same account as the Bank Feed account.
I hope this helps, feel free to come back to the Community Forum if you have anymore questions, we are more than happy to assist.