Forum Discussion

MandyBK's avatar
MandyBK
Experienced User
4 years ago

Xero "Cash Coding" equivalent in MYOB AccountRight

Hi team,   I use Xero for one business and MYOB another. I really like the functionality of the Cash Coding in Xero where I can individually select multiple random transactions and quickly allocate...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi MandyBK 

     

    Bulk allocation of banking transactions is a feature available in the AccountRight browser interface:

    1. Navigate to Banking>>Bank transactions
    2. Select the desired transaction(s) you wish to bulk allocate (or the check box in the header)
    3. Choose the Account and Tax code you wish to allocate the transactions with
    4. Select Allocate

     

    Note: If you are needing the transaction to be allocated with a Contact it would currently need to be allocated individually.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi MandyBK 

 

Bulk allocation of banking transactions is a feature available in the AccountRight browser interface:

  1. Navigate to Banking>>Bank transactions
  2. Select the desired transaction(s) you wish to bulk allocate (or the check box in the header)
  3. Choose the Account and Tax code you wish to allocate the transactions with
  4. Select Allocate

 

Note: If you are needing the transaction to be allocated with a Contact it would currently need to be allocated individually.

  • MandyBK's avatar
    MandyBK
    Experienced User
    4 years ago

    This is FANTASTIC news thanks Steven I hadn't even considered the online version to try.

     

    Thanks so much! So glad I asked. 

     

    Mandy

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.