Forum Discussion

Wayne6's avatar
Wayne6
User
3 years ago
Solved

Processing Unallocated Bank Transactions

Hi   When I allocate and save unallocated transactions from my bank feed they are not processing to the relevant ledger. The transaction remains in the unallocated transactions.
  • Komal_S's avatar
    Komal_S
    3 years ago

    Hi Wayne6 


    You will only need to create one dummy spend money and receive money transaction and that should allow you to allocate all the previous bank feed transactions too. Please ensure that the dummy spend/receive money transaction is not created using the Bankfeeds window but is manually entered through Banking>>Spend Money/Receive Money.

     

    If you need assistance with this process, do let me know.

Wayne6's avatar
Wayne6
User

Hi Komal

 

It is not saving at all and the entry remains in the bank feed. There is no error message. I have also tried to allocate transactions through the transaction history in the Banking tab. When I do this I get a spinning circle which goes on and on until I exit MYOB.

 

Regards

Wayne

 

Komal_S's avatar
Komal_S
MYOB Moderator
3 years ago

Hi Wayne6 


It can happen if the reference number for the transaction is stuck in the background. In order to get around this, create a manual Spend/Receive Money transaction depending on whether you're trying to allocate a withdrawal/deposit. While entering that transaction, edit the reference number and save the transaction. Once that is done, go back to the Bank feeds window and try the allocation process. If it works, delete the dummy spend/receive money transaction that was previously created.


Let me know how you go on. 

  • Wayne6's avatar
    Wayne6
    User
    3 years ago

    Hi Komal

     

    I am having the same problem for every transaction in the bank feed since 20 December 2021.

     

    Regards

    Wayne

    • Komal_S's avatar
      Komal_S
      MYOB Moderator
      3 years ago

      Hi Wayne6 


      You will only need to create one dummy spend money and receive money transaction and that should allow you to allocate all the previous bank feed transactions too. Please ensure that the dummy spend/receive money transaction is not created using the Bankfeeds window but is manually entered through Banking>>Spend Money/Receive Money.

       

      If you need assistance with this process, do let me know.