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February 2021
February 2021
I just recently migrated from account edge to essentials. My company data file has transferred.
I had completed reconciliation till December 2020. So I want to start the new fincial quarter on essentials.
Because I did the entries already in account edge for the December 2020 quarter, do I need to re-allocate these items in essentials? Because it shows the option of allocate me.
Or, do I just allocate for the new March 2021 quarter, and the previous entries are all inputed correctly? So I dont need to touch anything before my migration?
Please advice.
March 2021
March 2021
Hi @DIVIK
Ideally, you want to only have transactions from when you first started using MYOB Essentials listed. For example, if your opening balance date is 01/01/2021 you want to only have bank transactions from that date, the previous history coming from account balances and historical transactions.
If you already have bank transactions appearing in the Bank transactions prior to the date of the MYOB Essentials, I would be looking at removing them. If this was done through bank statement import, deleting that import, redownloading the import file for the required period and then redoing that import. If those transactions have come in via bank feeds do let us know and we can look at arranging those feeds to be removed on your behalf.
March 2021
March 2021
Hi Steven,
I have those transactions inserted via bank feeds.
Could you please assist in having those transactions removed?
Bank feeds before 31/12/20 need to be removed. I am starting the new quarter 1/1/21 on essentials.
Cheers.
March 2021
March 2021
Hi @DIVIK
I certainly can assist with lodging a ticket with our team to have those unwanted transactions removed from your MYOB Essentials business. In order to do so, can you send me a private message on the Forum with the following information:
Should be noted that we remove all transactions for the date range you provide you aren't able to pick and choose transactions. Also, the removal process will remove any transactions that have been created from allocation or matching those bank feeds.
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