Forum Discussion

Hillarey's avatar
Hillarey
Member
3 years ago
Solved

New to bank feeds

I have been doing my reconciliations via the Command Centre. Today i now have bank feeds but the entries start from 01/04/22. The previous months have been reconciled via Command Centre/Reconcilati...
  • LRBooks61's avatar
    LRBooks61
    3 years ago

    Hi

    You can do as you first queried

    Undo your reconciliations and then match through bank feeds.

     

    To complete the reconcilation the bank feeds screen will take you back to the reconcile account screen to complete the process.(Command Centre)

     

    So hide or match is just a personal/business preference.

     

    As long as the myob transactions reconcile to your bank statement your running balance will be fine.

     

    Hope that helps

     

    Lisa

AlanT's avatar
AlanT
Ultimate Partner
3 years ago

Hi Hillarey 

 

If you have Bank Feed entries for transactions that have already been reconciled, you can righ click on the entry in the bank feed window and from the pop up menu select the option to hide the transaction.

 

Regards,

 

AlanT

Hillarey's avatar
Hillarey
Member
3 years ago

Thank you.  it doesnt correct my running balance in order to reconcile but at least I can use the bank feed to reconcile via the Command Centre. 

  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User
    3 years ago

    Hi

    You can do as you first queried

    Undo your reconciliations and then match through bank feeds.

     

    To complete the reconcilation the bank feeds screen will take you back to the reconcile account screen to complete the process.(Command Centre)

     

    So hide or match is just a personal/business preference.

     

    As long as the myob transactions reconcile to your bank statement your running balance will be fine.

     

    Hope that helps

     

    Lisa

    • Hillarey's avatar
      Hillarey
      Member
      3 years ago

      Thanks Lisa, appreciate the heads up. 

      KInd regards

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