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MyAccountsHat's avatar
MyAccountsHat
Experienced Cover User
2 years ago
Solved

Unable to Transfer Transactions to Correct Account

Hi Everyone

I spent time today posting credit card transactions to Account Right thinking that I was posting them to the correct account, only to realise when I'd almost finished that they had been recorded to the main bank account rather than the CC account, prior to setting up bank feeds this wouldn't have been a problem and I would simply have switched the transaction to the correct account, but for some reason, this is option is greyed out in the 'Spend Money' module, which is apparently 'locked' to posting the main bank account only.  Is there any way to transfer these transactions to the correct account without having to delete them or journal them over?

 

Edit: Ah , I've solved it by unchecking the electronic statement option.

 

 

  • Hi MyAccountsHat

     

    Thanks for the post. 

     

    I am glad that you have already resolved the issue. 

     

    Please feel free to post again if you need assistance. We'll be happy to assist you. 

     

    Cheers, 

    Cel

     

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  • Celia_B's avatar
    Celia_B
    MYOB Moderator

    Hi MyAccountsHat

     

    Thanks for the post. 

     

    I am glad that you have already resolved the issue. 

     

    Please feel free to post again if you need assistance. We'll be happy to assist you. 

     

    Cheers, 

    Cel