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russellhb's avatar
russellhb
Member
2 months ago

Smart reconciliation how to unallocate automatch?

I have EFTPOS transactions that I need to remain unallocated so I can manually reconcile with my other calendar & invoice software. The beta Smart Reconciliation automatches these transactions to the correct account according to history however I want it to leave these transactions with the description "EFTPOS" unallocated. No option exists to set up a rule that unallocates a transaction or leaves it unallocated. Can automatching be turned off for these transactions so I can have them be shown with the unallocated filter when I reconcile?

1 Reply

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 months ago

    Hi russellhb,

     

    You’re right to want those EFTPOS bank feed lines to stay unallocated so you can line them up with your calendar and invoicing system. Smart Reconciliation doesn’t have a setting to treat EFTPOS-labelled transactions differently or a rule that keeps specific lines unallocated, so they’ll still be picked up based on their history. If you need them to stay under Unallocated, you can turn off auto-matching. Make sure to check this link about matching bank transactions for more info.

     

    Cheers,

    Doreen

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