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PeterBor's avatar
PeterBor
Experienced User
18 days ago

Banking rules not working

Hi,

 

Is there an issue with the auto allocation rules not being applied?

 

I have some banking rules that have been working for at least 12 months to automatically allocate bank fees, interest and RWT etc.

 

Today they have not applied and the transactions are showing as "Allocate me" in the bank transactions

 

 

last month the same transactions allocated automatically fine.

I have not changed the rules.

 

Any help would be appreciated

 

 

banking rules
  • Earl_HD's avatar
    Earl_HD
    17 days ago

    Hi PeterBor,

    We are currently aware of this issue and have a script that can be arranged on the back end to fix it. To proceed, I recommend reaching out to our support team directly. You can contact them via Live Chat through our virtual assistant at  MOCA or by submitting a support case at  http://myaccount.myob.com/.

    Regards,
    Earl

  • PeterBor's avatar
    PeterBor
    Experienced User
    17 days ago

    Hi Earl,

     

    Thanks for your response. 

    I have checked again today and the transactions have now been automatically allocated as per my banking rules. So all is OK for now.

    Hopefully this will not be an issue next time.

    Cheers

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    17 days ago

    Hi PeterBor,

    We are currently aware of this issue and have a script that can be arranged on the back end to fix it. To proceed, I recommend reaching out to our support team directly. You can contact them via Live Chat through our virtual assistant at  MOCA or by submitting a support case at  http://myaccount.myob.com/.

    Regards,
    Earl

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