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September 2022
September 2022
Would love to see MYOB make it possible to set a rule in Essentials so that ALL credit transactions are coded to Sales and then we have the ability to just change the minor transactions to other codes. Some of our clients that have retail, majority of all credits are to be coded to Sales. When you live in regional area and internet is slower, the allocation option takes way too long.
September 2022
September 2022
Hi @NNRk
I wouldn't be looking at creating a rule for that. I would just be bulk allocating all the transactions using the Allocate function to the single required account.
The way I would do that process would be:
All those transactions will be allocated to that one account without the need for a rule. Although, you may want to set up a rule for those individual transactions so they are allocated automatically to prevent you from needing to go through Step 1.
September 2022
September 2022
As I mentioned in my previous comment, we live in a regional area and with current internet we sit there watching the MYOB purple circle go round and round (circle of death). A MYOB Consultant recommended us raising this on the Essentials Ideas exchange.
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