Rules are currently designed to be automatically applied if the set criteria are matched. That can be very helpful, but in many cases it's not. If I have multiple invoices from e.g. my insurer, some ...
Status changed:
New
to Done
Hi Everyone
MYOB Essentials allows the user to set up allocation rules. These rules can then be applied by the user when allocating their banking transactions. Help Article: Creating rules has more information on this topic.
Note: This banking change is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.