Forum Discussion

ewan's avatar
ewan
Contributing User
7 months ago

How to run a new bank rule manually? Existing unallocated transactions not being auto allocated when new rule created.

I have bank feeds going back years. No problems with the bank feeds. I have created a new rule. After I save the new rule and return to the unallocated transaction list, I see many transactions tha...
ADG001's avatar
ADG001

this didn't answer the question

How can you allocate a rule to multiple entries. I have imported a qif, the rules made (all with automatic) didn't allocate automatically. the link to the user guide doesn't say how do this is bulk?

Genreve_S's avatar
Genreve_S
MYOB Moderator
4 hours ago

Hi ADG001,

 

We can rule out the automatic rules as a potential reason with your response. I recommend checking for any overlapping rules, as this might cause both rules to not take effect.

 

If the issue persists after checking this, I recommend creating a support ticket from the MyAccount window or using MOCA to reach the live chat team for further troubleshooting.

 

Feel free to post again if you need any other help.

 

Thanks,
Genreve

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.