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Removing Unallocated transactions

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Fabiane
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Removing Unallocated transactions

Hey Folks,

 

Lots of trouble and solutions in this Forum, so helpful, but for one issue there are no comments yet. (I'm freaking)

 

So, my client created at the beginning of the financial year a Bank Feed of his private account (CBA). He deleted when noted was wrong, but the of transactions are still unallocated, pending to reconcile. I am trying to cancel, but I don´t know how. Maybe I can´t delete because is a bank transaction, can I?

 

If there is no solution, is there any problem to finish the financial year with that "unallocated transactions" in the dashboard? My concern is to carry for the next financial year (would be annoyed).

 

Or, is it a case t email "bankfeed@myob.com" and ask to delete theses wrong transactions?

 

Thank you so much if someone else has an idea.

 

Rgs, Fabi

 

 

 

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MYOB Moderator Steven_M
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Steven_M
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Re: Removing Unallocated transactions

Hi @Fabiane


Welcome to the MYOB Community Forum, I hope you find it a wealth of knowledge


Bank feed transactions will start to flow through to an MYOB Essentials business from when the bank first approves the application. 

In some cases, you can end up with a duplicate, generally, this is a combination of the bank feeds coming and a statement being imported. For those situations, we would encourage you to delete the bank statement (Banking>>Bank Transactions>>Import Statement -- View Import History). Once completed you would import the statement information that you are after and continue the other transactions with bank feeds. 


For some cases, this may not be a viable option and we may need to manually arrange for the bank feed data to be removed for a specific date range. To do this we need an email to the bank feeds team (bankfeeds@myob.com) and you do need to include the following information:

  • Your MYOB Essentials serial number - Bottom of the Business Name menu (top right)
  • The details of the bank account the feeds have come into
  • The date range you wish to have the transactions removed from.

Note: We will remove ALL transactions for that particular feed for that period, you are unable to pick and choose.

Kind regards,
Steven

MYOB Community Support

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Fabiane
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Re: Removing Unallocated transactions

Perfect! I will email bankfeed.

Thanks for that!

 

 

Fabiane
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Fabiane
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Re: Removing Unallocated transactions

But, could you, please, re-write the email, ´cause shows as invalid

 

550 Invalid recipient <bankfeed@myob.com> (#5.1.1)

MYOB Moderator Steven_M
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Steven_M
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Re: Removing Unallocated transactions

Hi @Fabiane

 

As per my original post on this topic, the required email address would be bankfeeds@myob.com - note the s in feeds. You have appeared to attempt email to bankfeed@myob.com (without the s) hence the error you are receiving.

Kind regards,
Steven

MYOB Community Support

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

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