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karmun's avatar
karmun
Contributing User
2 months ago
Solved

Bank feeds

I have bank feeds activated on a file. When the feeds come in, i need to allocate, matching or transfer the transactions. Does that mean i do not need to manually process Spend Money/Receive Money? ...
  • Genreve_S's avatar
    Genreve_S
    3 months ago

    Hi MJ1983, 

     

    It's best to reach out to the financial services team as they can help you find where the missing payment went.

     

    Thanks,
    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
2 months ago
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Hi karmun,

 

Yes, allocating and transferring transactions do create new transactions, which means you won't need to create spend/receive money transactions. However, matching works a bit differently. Matching is simply looking for a transaction that's already recorded in the file and matching it with the bank feed transaction. So, in general, if you manage to match, allocate, or transfer the transactions from the bank feeds, you won't need to create any spend/receive money transactions.

 

Regards,
Genreve

karmun's avatar
karmun
Contributing User
2 months ago
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thanks

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feeds","id":"message:888663","revisionNum":1,"repliesCount":4,"author":{"__ref":"User:user:307139"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Bus-Banking"},"conversation":{"__ref":"Conversation:conversation:888663"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:888663"},"body@stripHtml({\"truncateLength\":200})":" I have bank feeds activated on a file. When the feeds come in, i need to allocate, matching or transfer the transactions. Does that mean i do not need to manually process Spend Money/Receive Money? \n...","body@stringLength":"263","rawBody":"

I have bank feeds activated on a file. When the feeds come in, i need to allocate, matching or transfer the transactions. Does that mean i do not need to manually process Spend Money/Receive Money?

\n

By doing so, will i double up on bank transactions?

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thanks

","body@stringLength":"13","rawBody":"

thanks

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Hi karmun,

\n

 

\n

Yes, allocating and transferring transactions do create new transactions, which means you won't need to create spend/receive money transactions. However, matching works a bit differently. Matching is simply looking for a transaction that's already recorded in the file and matching it with the bank feed transaction. So, in general, if you manage to match, allocate, or transfer the transactions from the bank feeds, you won't need to create any spend/receive money transactions.

\n

 

\n

Regards,
Genreve

","body@stringLength":"854","rawBody":"

Hi ,

\n

 

\n

Yes, allocating and transferring transactions do create new transactions, which means you won't need to create spend/receive money transactions. However, matching works a bit differently. Matching is simply looking for a transaction that's already recorded in the file and matching it with the bank feed transaction. So, in general, if you manage to match, allocate, or transfer the transactions from the bank feeds, you won't need to create any spend/receive money transactions.

\n

 

\n

Regards,
Genreve

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