Forum Discussion

Itsme's avatar
Itsme
Contributing User
5 years ago
Solved

bank statement showing account allocations

Is there a report or a way to have the accounts code to which transactions have been allocated,  show in the bank statnement? 
Banking
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi Itsme 

     

    When using the browser experience there is no display report option for most reports. It will dynamically display the information when a user updates the filters. As such, you do want to ensure that you have set the appropriate filters for those bank transactions, also ensure that you have Include allocated transactions enabled.


    It should also be noted that the Coding report uses the Banking>>Bank transactions information, which in turn is based on the Bank feeds and/or the bank statement import. If you don't use that functionality in the desktop application or browser then that report would not contain information.

Itsme's avatar
Itsme
Contributing User
5 years ago

Thank you Steven,

How do I access or create a "coding report"?

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi Itsme 


Apologies - would have been good to include that information in my previous post.

 

The Coding report is available through the web-browser experience by selecting Reporting>>Reports and navigate to the Banking reports section before selecting Coding.

 

As indicated, this is a web-browser experience only report, it is not a report available through the Desktop application.

  • Itsme's avatar
    Itsme
    Contributing User
    5 years ago

     Thanks again Steve,

    I have followed your directions to the coding reprot.  Entered the parameters; account dates etc; how do you run the report? I tried saving the reprot as a custom.  Then went to my custom reports and opened it.  Nothing there.  I tried exporting and got nothing also. 

     

    • Steven_M's avatar
      Steven_M
      Former Staff
      5 years ago

      Hi Itsme 

       

      When using the browser experience there is no display report option for most reports. It will dynamically display the information when a user updates the filters. As such, you do want to ensure that you have set the appropriate filters for those bank transactions, also ensure that you have Include allocated transactions enabled.


      It should also be noted that the Coding report uses the Banking>>Bank transactions information, which in turn is based on the Bank feeds and/or the bank statement import. If you don't use that functionality in the desktop application or browser then that report would not contain information.

      • Itsme's avatar
        Itsme
        Contributing User
        5 years ago

        Thank you Steven, I appriciate you assistance.  Unfortunatley doesn't help us as we are unable to the Bank feed on all of our credit cards etc;  Just another fail on MYOBs part. 

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