Bank Rules
Hi Myob community. This is a first time post on the forum. I have an issue with Bank Rules and have had this issue sine the upgrade 9 months ago. Bank rules will automatically allocate as they shoul...
Forum Discussion
Hi Bruno_T
Thanks for your post.
If you see the automatically allocate symbol (magic wand), you don't have to go into the transaction and save it, as the auto allocation is automatically saved:
Read more about this here: Matching bank transactions.
If the transactions are not allocating correctly, could you send me a screenshots of the bank transactions screen and a screenshot of the general ledger report for that specific account (making sure you have the correct date range selected), so I can investigate this further.
