Banks Feeds and Manage Rules

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Experienced Cover User LearningMyob101
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Banks Feeds and Manage Rules

Hi

 

Hope this makes sense and can be sorted out the easist possible way

 

I have a bank feed started from 1/7/2018 to current date wherein my bankfeed has recorded transactions but I have entered very few transactions ie Telephone bill, Fuel, Owners Drawing, Bank Charge, Invoice Payment etc

 

What I am wandering is following

1) Do I need to enter the tranasaction before I create the rule? Or at the same as creating the rule can I create the transaction?

2) If I create a invoice and then create rule can I use the rule to create onging invoices (same company) ie I create a  invoice 600 ... can i create a rule to look after inoice 601, 602 etc that would also create invoice 601, 602 etc . Or must I create individiual invoices and use the rulle...

 

Hope that makes sense

 

 

 

 

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Ultimate Partner IanChait
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Re: Banks Feeds and Manage Rules

Hi @LearningMyob101

 

In answer to your questions:

 

1 - You first create the rule from the Bank Feed and then it will apply it to the transaction. You should then approve to record it

 

2 - You cannot create invoices from the Bank Rules. You would create the invoice in the normal way, then allow the rule to find the invoices the receipt is for.

 

 


Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

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