Forum Discussion

Niv's avatar
Niv
Contributing User
3 months ago

Reconciliation

is there a way to reconcile these similar transactions in one go: 

all these transactions go to the same account - can I do that in one go, or I have to reconcile one by one? 

 

 

  • Earl_HD's avatar
    Earl_HD
    3 months ago

    Hi Niv,

    The other option would be is to highlight all the transactions you want to reconcile, click on the "CATEGORISE" button, and then select the appropriate category from the list. The category represents the account where you want to allocate the transactions. This method allows you to categorize multiple transactions at once, making it easier to manage and reconcile them within the same account. Please see images attached.
     



    I hope this helps!

    Regards,
    Earl
     

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    3 months ago

    Hi Niv,

     

    If have similar categories of transactions that you just allocated to an account, you can create a rule to automatically allocate them to the correct accounts. Here is the guide to the process.

     

    Let us know if you need any other help.

     

    Thanks,

    Genreve

  • Niv's avatar
    Niv
    Contributing User
    3 months ago

    Hi Mark,

     

    Thank you, I do understand rules, but unfortunately they don't work so well, so the best way is to reconcile in a batch, which is what I'm trying to do. 

    • Earl_HD's avatar
      Earl_HD
      MYOB Moderator
      3 months ago

      Hi Niv,

      The other option would be is to highlight all the transactions you want to reconcile, click on the "CATEGORISE" button, and then select the appropriate category from the list. The category represents the account where you want to allocate the transactions. This method allows you to categorize multiple transactions at once, making it easier to manage and reconcile them within the same account. Please see images attached.
       



      I hope this helps!

      Regards,
      Earl
       

    • Doreen_P's avatar
      Doreen_P
      MYOB Moderator
      3 months ago

      Hi Niv,

       

      No worries. If you encounter any issues in the future, feel free to create a post again.

       

      Best regards,

      Doreen

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