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Possum2's avatar
Possum2
Experienced User
2 years ago

ALLOCATING A JOB NAME TO TRANSACTION AFTER RECONCILIATION

Hi,   Just wondering if anyone knows if there is a work around for allocating a job name after reconciliation? When I allocate a job name to a reconciled transaction the transaction is then unrecon...
Genreve_S's avatar
Genreve_S
MYOB Moderator
2 years ago

Hi Possum2, 

 

Thanks for posting. 

 

My understanding is that you are editing the invoice by putting in job numbers, then under bank transactions that transaction unmatches itself. 

 

Generally, we complete all information then record the invoice. This ensures that when we finish allocating/matching and reconciling accounts we wouldn't need to edit anything. Here is a Help Article Jobs to know more information how to handle jobs. 

 

If you have any questions or need further assistance feel free to reply to this thread. 

 

Cheers, 

Genreve

Possum2's avatar
Possum2
Experienced User
2 years ago

Thank you Genreve.  Lesson learned.  I will add this to my end of month checklist.

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