BANK RULES

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BANK RULES

HI, 

I created bank rules for my imported QIF file statements for the last 2 years, however it only work for current financial year, all previous year were not allocated automatically, I'm not sure what issue causing this, could you please help to overcome this so I dont have to allocate bank transaction manually. Thanks

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MYOB Moderator
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MYOB Moderator
MYOB Moderator

2,031Posts

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Re: BANK RULES

Hi @Ben-platinum 

 

Generally, the bank rules in new version of essentials only work for future transactions, not the ones that are in there already. Can you please confirm if any of the past transactions have been allocated automatically using the bank rules?

Kind regards,
Komal

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