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Creating a rule

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Contributing Cover User Puck
7 Posts
Contributing Cover User
Puck
Contributing Cover User

7Posts

0Kudos

0Solutions

Creating a rule

 I have a a loyalty program for my store and a transaction that occurs daily. If it is a credit it goes to one account (rewards received) as its an income from the program but if its debit it goes to the expense account Rewards Costs. it all hits the bank as the same rewards program but either as a credit or debit. How do I create a rule for this as I can seem to make it work with the rule paramaters provided?

1 REPLY 1
MYOB Moderator Gayathri
799 Posts
MYOB Moderator
Gayathri
MYOB Moderator

799Posts

92Kudos

89Solutions

Re: Creating a rule

Hi @Puck,

 

Thank you for the post! Welcome to the MYOB Community Forum.

 

For creating rules in Essentials, I am linking you to our help article which gives you information on things you can do. Before creating a rule, it's a good idea to view your accounts list to see if you have an appropriate account to allocate the rule to. When the same type of transaction always uses the same text and amount, you can use it to automatically allocate the transaction to the correct MYOB Essentials account.

 

Do let us know how it goes.

 

Thank you.

 

**If this response has been useful, please click the "Accept As Solution" button to help other users find this information.**

Cheers,
Gayathri

MYOB Community Support

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