Bank feeds and using "find" features

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marshlad
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Bank feeds and using "find" features

I am new to bank feeds and am having trouble using the "find" feature to match already records spends.

The only reason I can think I am having trouble is because the banks feed states a particular person or company whereas my MYOB transaction is allocated to a particular account

Eg

Bank feed states -Beaurepaires (for tyre repair)

MYOB transaction account - MV- repairs and servicing

Is there anyway around this or do I just have to hide these transactions

With thanks

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MYOB Moderator Melisa_D
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Re: Bank feeds and using "find" features

Hi @marshlad

 

Thank you for your post,  I hope you're finding helpful information on the Community Forum. 

 

The 'Find' feature in Bank Feeds will find a transaction to match within the date range entered and the transaction total. For a transaction to appear in here, the transaction entered in AccountRight needs to be allocated to the same account as the Bank Feed account. 

 

I hope this helps, feel free to come back to the Community Forum if you have anymore questions, we are more than happy to assist. 

Cheers,
Melisa

MYOB Community Support

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marshlad
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Re: Bank feeds and using "find" features

Thanks for that Melissa.... I am having trouble with the allocated account feature.... I may have to call to try to get help to fix this problem 

 

Ultimate Partner BooksInTheCloud
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Re: Bank feeds and using "find" features

Hi @marshlad 

 

Trying to understand what your issues is here with the FIND transactions.    If you go into the bank reconcilation screen have these transactions been ticked already manually?   If they are ticked MYOB thinks they are matched already so won't find them.    I suggest untick the bank transactions and refresh the bank feeds place and they will match?

 

You also mentioned  you have just started using bank feeds so prehaps you have already reconciled these transactions manually?

 

Let me know if you need further assistance. 


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Renae

@renae2peas

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