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VT3's avatar
VT3
Experienced User
8 months ago
Solved

Bank transaction allocation issue

Every time I go to allocate something, I need to manually change this to ""Close matches". How can I have it remember that setting so I don't need to do it for every allocation?

Asked this question 2 years ago and didn't hear back - Bank transaction allocation issue | MYOB Community


  • Sam_R's avatar
    Sam_R
    3 years ago

    Hi Niccoach,

     

    If you could send me a private message with your product serial number + business file name, I'll look into this for you. 

     

    Update - Resolved via private message 27/4

3 Replies

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  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    8 months ago

    Hi VT3,

     

    I understand that you want the "Close matches" option to be the default when you're on the match transaction screen. Currently, the system automatically selects possible matches based on the information from the bank transaction, such as the amount. If the amount matches a transaction, the system will show the "Selected transactions" option by default. There isn't an option to save "Close matches" as the default filter for matching bank transactions at this time.

     

    Feel free to get in touch if you have other questions or concerns.

     

    Cheers,

    Princess

  • VT3's avatar
    VT3
    Experienced User
    8 months ago

    Thank you for your reply. 
    How can I request the Close Matches be saved as a default setting?

    • Princess_R's avatar
      Princess_R
      MYOB Moderator
      8 months ago

      Hi VT3,

       

      Thanks for your reply! You can request the "Close Matches" feature to be saved as a default setting by posting your suggestion on the  MYOB Business Idea Exchange. This platform allows users to share their ideas for feature enhancements and improvements. 

       

      Feel free to get in touch if you need more help.

       

      Cheers,

      Princess

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Every time I go to allocate something, I need to manually change this to \"\"Close matches\". How can I have it remember that setting so I don't need to do it for every allocation?

Asked this question 2 years ago and didn't hear back - Bank transaction allocation issue | MYOB Community


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Every time I go to allocate something, I need to manually change this to \"\"Close matches\". How can I have it remember that setting so I don't need to do it for every allocation?

Asked this question 2 years ago and didn't hear back - Bank transaction allocation issue | MYOB Community


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How can I have it remember that setting so I don't need to do it for every allocation? Asked this 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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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Moderator","color":"333333","icon":null,"rankStyle":"TEXT"},"User:user:292938":{"__typename":"User","id":"user:292938","uid":292938,"login":"Princess_R","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2023-02-01T12:41:52.857+11:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://community.myob.com/t5/s/myob/m_assets/avatars/custom/Rectangle_22-1706588706059.png?time=1712840915000"},"rank":{"__ref":"Rank:rank:62"},"entityType":"USER","eventPath":"community:myob/user:292938"},"ModerationData:moderation_data:877098":{"__typename":"ModerationData","id":"moderation_data:877098","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:877098":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:292938"},"id":"message:877098","revisionNum":1,"uid":877098,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Bus-Banking"},"parent":{"__ref":"ForumTopicMessage:message:877071"},"conversation":{"__ref":"Conversation:conversation:877071"},"subject":"Re: Bank transaction allocation issue","moderationData":{"__ref":"ModerationData:moderation_data:877098"},"body":"

Hi VT3,

\n

 

\n

I understand that you want the \"Close matches\" option to be the default when you're on the match transaction screen. Currently, the system automatically selects possible matches based on the information from the bank transaction, such as the amount. If the amount matches a transaction, the system will show the \"Selected transactions\" option by default. There isn't an option to save \"Close matches\" as the default filter for matching bank transactions at this time.

\n

 

\n

Feel free to get in touch if you have other questions or concerns.

\n

 

\n

Cheers,

\n

Princess

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"208","kudosSumWeight":0,"repliesCount":0,"postTime":"2024-08-23T16:39:04.828+10:00","lastPublishTime":"2024-08-23T16:39:04.828+10:00","metrics":{"__typename":"MessageMetrics","views":79},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:Business/category:Support/community:myobboard:Bus-Banking/message:877071/message:877098","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:877235":{"__typename":"ModerationData","id":"moderation_data:877235","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"ForumReplyMessage:message:877235":{"__typename":"ForumReplyMessage","uid":877235,"id":"message:877235","revisionNum":1,"author":{"__ref":"User:user:304098"},"readOnly":false,"repliesCount":1,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Bus-Banking"},"parent":{"__ref":"ForumTopicMessage:message:877071"},"conversation":{"__ref":"Conversation:conversation:877071"},"subject":"Re: Bank transaction allocation issue","moderationData":{"__ref":"ModerationData:moderation_data:877235"},"body":"

Thank you for your reply. 
How can I request the Close Matches be saved as a default setting?

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"101","kudosSumWeight":0,"postTime":"2024-08-26T14:49:57.575+10:00","lastPublishTime":"2024-08-26T14:49:57.575+10:00","metrics":{"__typename":"MessageMetrics","views":48},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:Business/category:Support/community:myobboard:Bus-Banking/message:877071/message:877235","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wzfDE0OjAsMzk6MXwx","node":{"__ref":"AcceptedSolutionMessage:message:877304"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:877304":{"__typename":"ModerationData","id":"moderation_data:877304","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"AcceptedSolutionMessage:message:877304":{"__typename":"AcceptedSolutionMessage","author":{"__ref":"User:user:292938"},"id":"message:877304","revisionNum":1,"uid":877304,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Bus-Banking"},"parent":{"__ref":"ForumReplyMessage:message:877235"},"conversation":{"__ref":"Conversation:conversation:877071"},"subject":"Re: Bank transaction allocation issue","moderationData":{"__ref":"ModerationData:moderation_data:877304"},"body":"

Hi VT3,

\n

 

\n

Thanks for your reply! You can request the \"Close Matches\" feature to be saved as a default setting by posting your suggestion on the  MYOB Business Idea Exchange. This platform allows users to share their ideas for feature enhancements and improvements. 

\n

 

\n

Feel free to get in touch if you need more help.

\n

 

\n

Cheers,

\n

Princess

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