Forum Discussion

kestrel2's avatar
kestrel2
Experienced Cover User
8 months ago

unreconciled transactions report

Is there a way to get a list of ONLY unreconciled transactions?

 

  • Cindy_BK's avatar
    Cindy_BK
    8 days ago

    If you can access the file in the desktop version of Accountright, go the Bank Feeds window and right click on the transactions there. Choose "Copy List to Clipboard". You can then open excel and past into a new workbook.

    I haven't been able to get it from any of the online versions though.

    I hope this helps :)

    • Princess_R's avatar
      Princess_R
      MYOB Moderator
      8 days ago

      Hi kestrel2,

       

      Currently, we don’t have a report for unreconciled transactions, but you can give Cindy’s suggestion a shot. I found a post that has a workaround for printing unallocated transactions too. It’d be great if you could create a new post about the unreconciled transaction report on our Ideas board so others can vote on it and our developers can consider it for future updates.

       

      Cheers,

      Princess

    • Earl_HD's avatar
      Earl_HD
      MYOB Moderator
      2 months ago

      Hi Kestrel2,

      I recommend submitting your idea to our product ideas page. This way, our developers will see it and could potentially include it in a future update. Your feedback is valuable and could help shape future improvements.

      MYOB Business Ideas Exchange


      Regards,
      Earl

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    8 months ago

    Hi kestrel2,

    Thank you for your post. The only workaround I can suggest is to enter the closing date from your bank statement in the "Bank Statement Date" field and then press Tab. This will display only unreconciled transactions dated on or before that entered date.

    Feel free to post again, we're happy to help!
    Regards,
    Earl