Forum Discussion

GStar's avatar
GStar
Contributing Partner
15 days ago

Knowing what Bank Rule is being applied

Hi

I'm having a similar problem to what was listed here Know which rule applied | MYOB Community. The solution given 3 years ago was that there is no way to know what rule is being applied.

 

In short:

  • I have heaps of rules which exist.
  • MYOB AccountRight (desktop) is currently grabbing a number of deposits and matching (incorrectly) them to an invoice rule and attempting to allocate to a particular customer.
  • Given the number of rules which exist, it's not practical to check each rule. 

Question, is there a way to see what rule is being activated to match the particular transaction? Thank you.

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    14 days ago

    Hi GStar,

     

    As mentioned in the thread you linked, no feature shows which bank feed rule was applied. Posting this on the Ideas Exchange board is a good idea so other users can vote on it for future updates.

     

    Regards,

    Genreve

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