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lotstolearnNSp's avatar
lotstolearnNSp
Cover User
6 years ago
Solved

Deleting Bank statement lines from first bank feed

Hi,

 

I have just set up bank feeds and they have imported from 17 Oct, but I have already reconciled up to 29/10, so I need to delete the statement lines from 17/10 to 29/10 to agree with my current reconciled balance. How do I do this? Thanks, Sharon.

  • lotstolearnNSp

     

    Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

     

    You actually don't delete the lines in the Bank Feeds you Hide them.

    Right click on the line you do not want and then click Hide Transaction.

    You can only do one at a time but it only takes a fraction of a second to do each line, so unless you have thousands of transaction to hide it is a fairly quick process.

    The main thing with using Bank Feeds is to make sure you set up the Rules to suit your business. Invoice, Bill and Transaction rules are all very important.

    And if you process everything through the Bank feeds you can save up to 70% of data entry time.

     

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  • GDay53's avatar
    GDay53
    Ultimate Partner

    lotstolearnNSp

     

    Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

     

    You actually don't delete the lines in the Bank Feeds you Hide them.

    Right click on the line you do not want and then click Hide Transaction.

    You can only do one at a time but it only takes a fraction of a second to do each line, so unless you have thousands of transaction to hide it is a fairly quick process.

    The main thing with using Bank Feeds is to make sure you set up the Rules to suit your business. Invoice, Bill and Transaction rules are all very important.

    And if you process everything through the Bank feeds you can save up to 70% of data entry time.