Forum Discussion

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Re: bank statement showing account allocations

Hi Itsme 

 

When using the browser experience there is no display report option for most reports. It will dynamically display the information when a user updates the filters. As such, you do want to ensure that you have set the appropriate filters for those bank transactions, also ensure that you have Include allocated transactions enabled.


It should also be noted that the Coding report uses the Banking>>Bank transactions information, which in turn is based on the Bank feeds and/or the bank statement import. If you don't use that functionality in the desktop application or browser then that report would not contain information.

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  • Itsme's avatar
    Itsme
    Contributing User
    5 years ago

    Thank you Steven, I appriciate you assistance.  Unfortunatley doesn't help us as we are unable to the Bank feed on all of our credit cards etc;  Just another fail on MYOBs part. 

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