Partner Zone

transaction allocation

This thread is now closed to new comments.
Some of the links and information provided in this thread may no longer be available or relevant.
If you have a question please start a new post.
GlennBennett
4 Posts
User

4Posts

0Kudos

0Solutions

transaction allocation

Hello

How do I get the bank transactions to self-allocate? At the moment I have to manualy allocate every transaction.

Thank you.

1 REPLY 1
Melisa_D
10,735 Posts
Former Staff
Former Staff

10,735Posts

0Kudos

1,186Solutions

Re: transaction allocation

Hi @GlennBennett

 

Thanks for your post. I'd recommend checking to see if you have the option ' Automatically match bank transactions to MYOB bills and invoices' ticked in your file, you can find this by going to the Banking tab > Bank rules > There option will appear at the top of the window. 

 

Do let me know how you go. 

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users to find this information.

Cheers,
Melisa

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

Did my answer help?

Mark it as a SolutionHelpful? Leave a to tell others

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post