Hi craftcut,
Thanks for reaching out.
The information shown under the bank transaction window is directly fed from the bank to the bank feed system of MYOB. There is no manual way to have this recorded in the system. What we could do is wait for the bank to send bank transactions from their system to MYOB for it to show up under the bank transaction window.
Let me know if you have any other questions or concerns. I'm happy to assist.
Cheers,
Genreve
Hi
Do you mean, I could ask the bank to send those transactions through to my biz account or through to my MYOB account?
Hi craftcut,
Thanks for your response,
If you have bank feeds it will be automatically inside the bank transaction window.
What I would suggest if you are trying to just record a purchase transaction is to create a bill from Purchases > Create Bill. Here is the help article Purchases will serve as a guide into the process.
If you have any other questions feel free to let us know.
Cheers,
Genreve
I have started watching the video as per your link. It talks about needing ABN info etc. I am not wanting to create any sort of link to the company I purchased from as I’ve brought something from their small business (as if I would buy anything normally online) for supplies for mine.
Eg Earring findings.
I am not getting any sort of bill from my supplier, as I am paying before receiving the goods (like any other normal purchase); however instead of using my business acc, I have used my personal acc as it was easier than transferring the funds and then using my biz acc.
Now, in the long run, I see that it’s made it harder for me. D’oh
I have tried to make that bill thing before; but wasn't sure if that was going to make sense on the other end.
I just want to know if there is a way of ensuring I can get these transactions to show through, where they are needed.
I got a holiday pay remediation from one of my old employers; this got put into my personal acc, which then I used to buy an ipad for my business – as I need it for creating stickers, digital files, planners etc.
I am also trying to make sure all my details, like numbers are all correct before I finalise my tax refund bits and pieces (which is why I am trying to double check all this info).
Does this sort of make sense, for what I’m trying to achieve. Sorry it’s so back and forth.
