Bank Feeds

[Martin_Millar]

Creating a new transaction in the Bank Feeds, I click "new" spend money, enter the supplier, but do not get the option to use a recurring transaction. This is the first time I have used community forum

Regards,

Martin

[Dee-Workman · Accepted solution]

Hi @Martin_Millar

With the bank feed system some of your recurring transactions will no longer be required.  If it is a payment which happens all the time, you can set up a transaction rule instead.  When you click on the new transaction button on the bank feed, you can select transaction rule and then set up the details here.  Once you have set the rule up it will automatically match the transaction going forward and will sit in the bank feed with the Approve button highlighted.

If you still want to use your old recurring transactions you would need to manually do it like before and record it and then it will match to your bank feed and sit with the Approve button highlighted.

[Martin_Millar]

Thank You,
Martin

[Steven_M]

Hi @Martin_Millar

Its great to see that @Dee-Workman's post has been of assistance to yourself. Do post again on the MYOB Community Forum if you require further assistance.

Also may I extend a warm welcome to yourself on the MYOB Community Forum. I hope you find it a wealth of knowledge.