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Matching bank transactions

arjay
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Matching bank transactions

The upgrade to business has deleted some previously set up rules, but also automatically set some up to be motor vehicle expenses, but should be insurance or telephone or something else. 

Any ideas how to go though and sort out?

3 REPLIES 3
Tracey_H
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Re: Matching bank transactions

Hi @arjay 

 

Thanks for your post. This Help Article, Check your MYOB business after upgrading, has information on the changes to bank rules and what can affect whether your rules work in the new platform.

 

I'll also give you these Help Articles to assist with bank rules:

Create rules

Managing rules

 

Please let me know if you need further help.

 

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

Cheers,
Tracey
Previously @bungy15

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rjnixon10
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Re: Matching bank transactions

Tracey,

Thanks for the info - unfortunately didn't work.

I have gone through manually to find problem matches - but unsure how to change these for the future transactions.

Disappointing that there are such issues with the upgrade

Rick

Tracey_H
MYOB Moderator
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Re: Matching bank transactions

@rjnixon10 

 

Hi Rick

 

If you're having trouble with specific transactions not being automatically matched or matched incorrectly please provide details of those transactions so that I can assist further. Screenshots would be great.

 

Make sure sensitive information is removed from screenshots prior to posting on the public Forum.

Cheers,
Tracey
Previously @bungy15

MYOB Community Support

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

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