Forum Discussion

cnsmx's avatar
cnsmx
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...
Earl_HD's avatar
Earl_HD
MYOB Moderator
2 years ago

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

cnsmx's avatar
cnsmx
2 years ago

Hi, 

 

I have no entries in bank transactions. 

 

All our bank transactions are entered through spend money or receive money only. 

 

Thanks

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