Forum Discussion

WardahMirza's avatar
4 months ago
Solved

Transfer Money via Bank Feeds

I am trying to allocate an inter entity transaction via Transfer Money. The Account I am trying to transfer the money to (Transfer to: ) doesn't appear on the list. I can see the account in Chart of accounts and can see that it is not inactive and has some balance too. How do I make it appear on the list? Please help

 

 

  • Hi WardahMirza

     

    Thank you for bringing your concern to our attention in the forum.

     

    I understand your need to transfer funds between bank accounts, and I apologize for the delay in our response. Typically, a ledger account will only appear in the dropdown menu if it has been correctly set up. I would suggest verifying the ledger account of the bank you wish to add to the dropdown.

     

    Please ensure that the ledger account type is set as 'bank account' for it to be visible.

    Do not hesitate to reach out if you need further assistance.

     

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

     

    Thanks,
    Genreve

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator

    Hi WardahMirza

     

    Thank you for bringing your concern to our attention in the forum.

     

    I understand your need to transfer funds between bank accounts, and I apologize for the delay in our response. Typically, a ledger account will only appear in the dropdown menu if it has been correctly set up. I would suggest verifying the ledger account of the bank you wish to add to the dropdown.

     

    Please ensure that the ledger account type is set as 'bank account' for it to be visible.

    Do not hesitate to reach out if you need further assistance.

     

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

     

    Thanks,
    Genreve