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MYOB Essentials

Bank transactions: Assign a rule to transaction

Partner

38Posts

39Kudos

1Solutions

38 Posts
Partner
Australia

Essential Assign of cash transactions needs to be able to assign to existing rules, not just the items on tehc ahrt of accounts. This would allow faster allocation as done with Payees in BankLink and cas coding in oppostion applications.

 

"Ability to Assign to a Rule not just an Chart of Accounts item"

Current Status: Done
Last Changed: June

Hi Everyone

Through the Bank rules, users have the ability to set an allocation rule. This would allocation rule can then be applied to bank transactions at the user's discretion.

 

Note: This banking change is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.

1 Comment
Steven_M
MYOB Moderator
42,248 Posts
MYOB Moderator

Hi Everyone

Through the Bank rules, users have the ability to set an allocation rule. This would allocation rule can then be applied to bank transactions at the user's discretion.

 

Note: This banking change is available for the new MYOB Essentials platform. Existing (original) MYOB Essentials platform users will be migrated across to the new platform in due course based on the complexity of their MYOB Essentials product level. At the time of posting, migrations are already underway.