2 years ago
Payment Allocation
I have invoices entered through sales and bank entries entered through banking - spend money or receive money. We don't have auto bank feeds. How can I allocate a payment entered through banking...
Hi cnsmx,
Thank you so much for your post and welcome to the Community Forum! Sorry to hear that you were having a hard time allocating your bank transactions.
If a transaction on the bank feed hasn’t been entered in MYOB, you can allocate it to your MYOB accounts. To allocate this:
> On Bank transactions page (Banking > Bank transactions) select the transactions to be allocated.
> Click Allocate.
> Choose the Account and Tax code, then click Allocate.
You can also visit this help article that will give you more information about: Allocating bank transactions
Please do let us know if you have further queries and we'll be happy to help.
Regards,
Earl
Hi,
I have no entries in bank transactions.
All our bank transactions are entered through spend money or receive money only.
Thanks
Search the Community Forum for answers or find your topic and get the conversation started!
Find technical support and help for all MYOB products in our online help centre
Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.