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GlennBennett's avatar
2 years ago

transaction allocation


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. 


    If my response has answered your enquiry please click "Accept as Solution" to assist other users to find this information.