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Softfallguys
Contributing Cover User
6 years ago
Status:
Done

Bank transactions: Bulk allocate multiple transactions to one account

GUys you have fundamental User Interface (UI) issues LIKE: Why not have tick box multiple choosing then allocate ALL to a category rather than having to go many one at a time???

 

"Why not have tick box multiple choosing then allocate ALL to a category rather than having to go thru one at a time???"

2 Comments

  • Its annoying when I use my credit card for both business and private, when allocating expenses I cannot tick various entries from multiple sources and assign them to a single allocation, eg Owner Drawings for private expenses. It would be advantageous to be able to have a tick box next to each entry and then allow all ticked entries to be assigned to a particular allocation. This shouldnt be too dificult to create and would make assigning a whole lot faster!

  • Status changed:
    New
    to
    Done

    Hi Everyone


    MYOB Essentials allows the user to bulk allocate transactions using the Bank transactions window. You just need to use tick the relevant transaction in the Bank transactions window and then use the Allocate option to bulk allocate.

     

    Our Help Article: Allocating bank transactions - To allocate multiple transactions to same account has more information on that process.