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Out of Balance Reconciling

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CNZ
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CNZ
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Out of Balance Reconciling

Hi there,

 

New(ish) to MYOB here so hopefully not a silly question...I'm wanting to reconcile an account with A LOT of transactions in it - is there a way to 'clear off' the transactions that I know match off with each other while the account does not balance? I'm having to scroll through hundreds of transactions and I'd love to be able to clear them off just so it doesn't look so overwhelming. 

Thanks!

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MYOB Moderator Jake_N
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Jake_N
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Re: Out of Balance Reconciling

Hi @CNZ

 

I just need to confirm what screen you are talking about specifically.

 

Is it the Bankfeeds screen? If so, you can hide some backfeed transactions by right-clicking on the bankfeeds transaction column and selecting the *Hide Transaction* option.

 

If you are on the reconcile accounts screen then there is not a way to hide the selected transactions until you hit the reconciliation button.

 

Helpful Hint:

If there are too many transactions to reconsile it may fail to reconcile the account after you have clicked the button. It is recommened  to reconcile a 1-3 monts at a time depending on the amount of transactions you have.

Cheers,
Jake

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Partner AlanT
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Re: Out of Balance Reconciling

Hi @CNZ 

 

Whenever I reconcile an account that has lotys of transactions, I usually break it down into smaller managable chunks.

 

In other words, if I want to reconcile an account to say the 31st December, I may firstly reconcile it to the 31st July, the August, September etc.

 

If that is still too large, maybe weekly.

 

Hope this suggestion is helpful.

 

Regards,

 

AlanT

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Re: Out of Balance Reconciling

Hi Jake,

 

Thank you for your reply.

It is the reconcile accounts screen. Good to know the helpful hint, that would be just my luck! I will see if I can break it down into smaller chunks.

 

Kind Regards,

Ashley

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