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BoydatPA's avatar
BoydatPA
Cover User
3 months ago
Solved

Can't allocate job to a bank feed transaction

I'm in the process of switching from desktop MYOB to online. When using Business Online and at the Bank Transactions page I can see columns for Date, Description, Withdrawal, Deposit, Match or Categorise, and Tax, BUT NOT Job.

I can see that I can allocate a Job if I set up a bank rule, but not every transaction can be dealt with with a rule. I need to allocate a Job at the Bank Transactions page! Am I missing something? Is it an oversight?

  • bectangel's avatar
    bectangel
    2 years ago

    UPDATE

     

    This was more complicated as we have 3 client id's under the one serial number and somehow two different people had become the "owner'" of 2 of the clients.

    One of the 'owners' was not even a user, only a shareholder and the only way the MYOB would have even had their email was when it had to be submitted when setting up online billing!! We still have no idea how that even was possible.

    I had a 2 hour phone call from a customer service person who was lovely, but could only see what I could see, so escalated to another area.

    My MYOB partner had to follow up, but finally somone from another part of MYOB called me and we went through every contact email, billing email, payment method and updated any that were not correct. 

     I have found that there is a disconnect between information in my.myob and myaccount.myob. I was told that they are transitioning to myaccount.myob - can't come soon enough!

     

    I hope that info helps anyone else still reading!

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  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    3 months ago

    Hi there BoydatPA,

     

    It's not possible to allocate a job directly to a bank feed transaction in MYOB Business because jobs are connected to line items inside the transaction, not directly to the transaction itself. You can set up bank rules for transactions that can be consistently categorized, but for those that cannot be handled by rules, you will need to manually allocate jobs after the transactions are imported. If you need more clarification about this, please reach out to our support team directly. You can reach them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.

     

     

    Regards,

    Shella

    • BoydatPA's avatar
      BoydatPA
      Cover User
      3 months ago

      Thanks, but GL accounts are also connected to line items inside the transaction and that doesn't seem to be a problem. Its a retrograde step for MYOB unfortunately. Its handled nicely in AccountRight (by flicking to a Spend Money page) and now that its shifted to Business it has lost an important feature. MYOB needs to do better. I also work with Xero and unfortunately I see constant reminders of why there's a widening gap between the two.

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I'm in the process of switching from desktop MYOB to online. When using Business Online and at the Bank Transactions page I can see columns for Date, Description, Withdrawal, Deposit, Match or Categorise, and Tax, BUT NOT Job.

I can see that I can allocate a Job if I set up a bank rule, but not every transaction can be dealt with with a rule. I need to allocate a Job at the Bank Transactions page! Am I missing something? Is it an oversight?

","body@stringLength":"457","rawBody":"

I'm in the process of switching from desktop MYOB to online. When using Business Online and at the Bank Transactions page I can see columns for Date, Description, Withdrawal, Deposit, Match or Categorise, and Tax, BUT NOT Job.

I can see that I can allocate a Job if I set up a bank rule, but not every transaction can be dealt with with a rule. I need to allocate a Job at the Bank Transactions page! Am I missing something? Is it an oversight?

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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:284444":{"__typename":"User","id":"user:284444","uid":284444,"login":"Shella_A","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2022-09-20T07:52:23.517+10:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://community.myob.com/t5/s/myob/m_assets/avatars/custom/Rectangle_27-1706588706059.png?time=1712840915000"},"rank":{"__ref":"Rank:rank:62"},"entityType":"USER","eventPath":"community:myob/user:284444"},"ModerationData:moderation_data:888314":{"__typename":"ModerationData","id":"moderation_data:888314","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"AcceptedSolutionMessage:message:888314":{"__typename":"AcceptedSolutionMessage","uid":888314,"id":"message:888314","revisionNum":1,"author":{"__ref":"User:user:284444"},"readOnly":false,"repliesCount":1,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Bus-Banking"},"parent":{"__ref":"ForumTopicMessage:message:888230"},"conversation":{"__ref":"Conversation:conversation:888230"},"subject":"Re: Can't allocate job to a bank feed transaction","moderationData":{"__ref":"ModerationData:moderation_data:888314"},"body":"

Hi there BoydatPA,

\n

 

\n

It's not possible to allocate a job directly to a bank feed transaction in MYOB Business because jobs are connected to line items inside the transaction, not directly to the transaction itself. You can set up bank rules for transactions that can be consistently categorized, but for those that cannot be handled by rules, you will need to manually allocate jobs after the transactions are imported. If you need more clarification about this, please reach out to our support team directly. You can reach them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.

\n

 

\n

 

\n

Regards,

\n

Shella

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Thanks, but GL accounts are also connected to line items inside the transaction and that doesn't seem to be a problem. Its a retrograde step for MYOB unfortunately. Its handled nicely in AccountRight (by flicking to a Spend Money page) and now that its shifted to Business it has lost an important feature. MYOB needs to do better. I also work with Xero and unfortunately I see constant reminders of why there's a widening gap between the two.

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