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MYOB Essentials

Bank transactions: Split transactions between accounts

Partner

7Posts

1Kudos

0Solutions

7 Posts
Partner
Australia

It would be good to be able to dissect bank transactions to multiple accounts manually (not using a rule) e.g. insurance where part of the amount is GST free and part includes GST but not a set amount that can be entered into an allocation rule

 

"Transaction Dissection"

Current Status: Done
Last Changed: December 2015

Hi @DonnaD

 

Thank you for your idea

As mentioned by @Docca61 this feature has been implemented with the New Banking Experience. This feature allows for the user to split a bank transaction to allocate to multiple accounts by an amount or a percentage.

For more information into allocating transactions please see Help Article: Allocating bank transactions

2 Comments
Partner
5 Posts
Partner

Hi Donna

 

You can now dissect transactions in the New Banklink area of Essentials you can alocate by percentage or by dollar figure.

 

Cheers

 

Campbell

 

MYOB Moderator
37,453 Posts
MYOB Moderator

Hi @DonnaD

 

Thank you for your idea

As mentioned by @Docca61 this feature has been implemented with the New Banking Experience. This feature allows for the user to split a bank transaction to allocate to multiple accounts by an amount or a percentage.

For more information into allocating transactions please see Help Article: Allocating bank transactions