Forum Discussion

Niv's avatar
Niv
Contributing User
2 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
    2 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
     

Niv's avatar
Niv
Contributing User

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
2 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
 

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