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GStar's avatar
GStar
Contributing Partner
4 months ago
Solved

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.

bankfeed rules
idea exchange
  • Genreve_S's avatar
    Genreve_S
    4 months 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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Hi

\n

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.

\n

 

\n

In short:

\n\n

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

","body@stringLength":"982","rawBody":"

Hi

\n

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.

\n

 

\n

In short:

\n\n

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

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Knowing what Bank Rule is being applied","moderationData":{"__ref":"ModerationData:moderation_data:885268"},"body":"

Hi GStar,

\n

 

\n

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.

\n

 

\n

Regards,

\n

Genreve

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"208","kudosSumWeight":0,"repliesCount":0,"postTime":"2024-12-10T09:53:52.630+11:00","lastPublishTime":"2024-12-10T09:53:52.630+11:00","solution":true,"metrics":{"__typename":"MessageMetrics","views":19},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:ARBanking/message:885250/message:885268","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"readOnly":false,"editFrozen":false,"body@stringLength":"644","rawBody":"

Hi ,

\n

 

\n

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.

\n

 

\n

Regards,

\n

Genreve

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