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Unallocated transactions disappearing from Bank Feed (Essentials)

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Contributing Cover User Melissa_IKTB
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Unallocated transactions disappearing from Bank Feed (Essentials)

Hi,

 

When I click on the Unallocated Transactions link on the Dashboard in MYOB Essentials, it takes me to the Bank Feed and quickly shows all the Allocated Transactions before they disappear off the screen. I have a video of this happening but I am not able to attach it.The Unallocated Transactions are also not appearing using the 'All Tranactions' function. I have tried chrome and firefox to log into MYOB aswell as a PC and Laptop and it's still happening.

 

Last week (in the same file) the 'Unallocated Transactions' function was displaying All Transactions and I was unable to fix it and now this is happening. I have 8 other MYOB Essential Files and this is only happening in this file.

 

Please let me know how I can rectify this issue as I can only use the Old Banking function to allocate the Unallocated transactions and I would much prefer to use the New banking function.

 

Thank You

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MYOB Moderator Steven_M
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Re: Unallocated transactions disappearing from Bank Feed (Essentials)

Hi @Melissa_IKTB

 

On the Banking>>Bank Transactions window, what are you sorting the columns by? i.e. where is the little back triangle next to the column headers:

Capture.PNG

 

If you are not selecting to sort by date i.e. selecting to sort by Allocate or Match, do select the Date column header to see if those transactions appear.

 

Let us know how you get on and if you require further assistance

Kind regards,
Steven

MYOB Community Support

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Contributing Cover User Melissa_IKTB
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Re: Unallocated transactions disappearing from Bank Feed (Essentials)

Thank You Steven, This solution worked for me. I don't tend to sort the transactions when I first go into the Bank Feed so I will remember this solution for next time.

Thanks for the prompt reply.
MYOB Moderator Steven_M
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Re: Unallocated transactions disappearing from Bank Feed (Essentials)

Hi @Melissa_IKTB

 

No worries, happy to help. Same thing happen to me as well in my own MYOB Essentials so I can understand the confusion.

 

If you do have any further enquiries don't hesitate to post on the MYOB Community Forum again.

Kind regards,
Steven

MYOB Community Support

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Contributing User grumpymole
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Re: Unallocated transactions disappearing from Bank Feed (Essentials)

Thanks, this post saved me from losing my mind.

 

When I switched back to "old" bank feeds, the data was still there.

 


@Steven_M wrote:

Hi @Melissa_IKTB

 

On the Banking>>Bank Transactions window, what are you sorting the columns by? i.e. where is the little back triangle next to the column headers:

Capture.PNG

 

If you are not selecting to sort by date i.e. selecting to sort by Allocate or Match, do select the Date column header to see if those transactions appear.

 

Let us know how you get on and if you require further assistance


 

Andyben
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Re: Unallocated transactions disappearing from Bank Feed (Essentials)

Just a small suggestion, but can sorting by date descending be set as a default so that no one has to pull their hair out from the frustration of not knowing why their new bank feed keeps removing all their transactions?

 

Thank you.

MYOB Moderator Steven_M
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Re: Unallocated transactions disappearing from Bank Feed (Essentials)

Hi @Andyben

 

I believe that the default sort is set to be Date descending when you first use MYOB Essentials. However some clients do change that based on personal preference, which in turn gets set as the default.

So while I do agree with your suggestion of having a default for the Bank Transactions, its a balance act of allowing clients to set their own default/customise their experience versus what setting a default will gain from it (sure it will eliminate this situation). That being said I have shared your thoughts with the required team.

Kind regards,
Steven

MYOB Community Support

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

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