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Share your ideas for improving MYOB Essentials Accounting. Vote on ideas and discuss them with the MYOB product development team.

MYOB Essentials

Bank transactions: Include bank accounts in allocation accounts

HelenA

2Posts

0Kudos

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2 Posts
User
Australia

Hi,

 

I import my bank statement to reduce my workload as I can allocate to expenses etc, without having to enter the transactions prior. 

 

The business I do accounts for operates a safe, as in real safe carrying cash.  This is a 'bank' account in MYOB but not a real bank account from which a statement can be imported.  I want to be able to allocate imported bank transactions to the safe account.  Having to enter a manual transaction is a headache, and I never had to do this when using MYOB Premier.

 

Can you please remove the requirement to enter a manual transaction in order for the import to match and instead allow the 'bank' accounts to come up on the allocation account list.

 

cheers

Helen

 

"Live Accounts Bank Allocation"

1 Comment
MYOB Moderator Steven_M
29,269 Posts
MYOB Moderator

Hi Everyone


Banking accounts and other accounts will appear in the Allocate to Account for Bank transactions with MYOB Essentials