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GlennBennett's avatar
2 years ago

transaction allocation

Hello

How do I get the bank transactions to self-allocate? At the moment I have to manualy allocate every transaction.

Thank you.

1 Reply

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  • Hi GlennBennett

     

    Thanks for your post. I'd recommend checking to see if you have the option ' Automatically match bank transactions to MYOB bills and invoices' ticked in your file, you can find this by going to the Banking tab > Bank rules > There option will appear at the top of the window. 

     

    Do let me know how you go. 

     

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