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btcc's avatar
btcc
11 months ago

Unallocated transactions on dashboard MYOB Business

Please help. I have a problem that on the dashboard we have 146 unallocated transactions but the desktop (that we only use) shows none. Its not a problem other than the accountant isn't happy with ...
Genreve_S's avatar
Genreve_S
MYOB Moderator

Hi btcc, 

 

Thanks for posting and welcome to the Community Forum. 

 

I'm sorry to hear about the unallocated transactions. In my understanding, these bank feed transactions are hidden from the AccountRight desktop version. Since there is no option to hide them in the browser version of the application, these hidden transactions are showing up. If there are unwanted bank feed transactions in the file, we generally create a bank feed ticket to request it to be removed. To do this, I will send you a private message to collect more information regarding the concern. 

 

In the meantime, feel free to create a new thread if you require any other assistance. 

 

Thanks,
Genreve

 

btcc's avatar
btcc
11 months ago
Genreve_S wrote:

Hi btcc, 

 

Thanks for posting and welcome to the Community Forum. 

 

I'm sorry to hear about the unallocated transactions. In my understanding, these bank feed transactions are hidden from the AccountRight desktop version. Since there is no option to hide them in the browser version of the application, these hidden transactions are showing up. If there are unwanted bank feed transactions in the file, we generally create a bank feed ticket to request it to be removed. To do this, I will send you a private message to collect more information regarding the concern. 

 

In the meantime, feel free to create a new thread if you require any other assistance. 

 

Thanks,
Genreve

 


Hello and thank you for the response. 
I haven't sent anything through as I don't see this as a fix. More of something I will have to continue to do as the unallocated transactions will still happen in the future as far as I can see. 
this will just clear the items there now is that correct. 
I will discuss it further with the accountant to hear his thoughts. 
Any other advice I am happy to hear. 

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    11 months ago

    Hi btcc, 

     

    Thanks for the response. 

     

    We appreciate the update. Unfortunately, this is the only option for now. Unallocated transactions are just bank-feed transactions that are not connected/matched to any ledger transactions. I understand how it does not make sense to remove the old bank feed transactions but still continually have new unallocated ones. 

     

    We appreciate your time. Let us know if you require any other assistance.

     

    Thanks,
    Genreve

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