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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

Banking: Ability to turn off auto allocation

HEATHZ
Experienced Cover User

113Posts

73Kudos

0Solutions

113 Posts
Experienced Cover User

There really needs to be a setting to turn off auto allocation.  Its a pain in the butt. Granted sometimes it works but the amount of times it auto allocates the wrong payment to something, usually a supplier invoice, and then we have suppliers ringing and complaining that an account hasnt been paid as it has been cleared from the supplier invoices due to the wrong allocation.  It really is a hassle and I would much prefer to manually allocate all transactions myself.

1 Comment
MYOB Moderator Steven_M
29,198 Posts
MYOB Moderator

Hi Everyone


Auto-matching of bank transaction can be turned off through Banking>>Manage rules and disabling the option "Auto-match bank transactions to MYOB Essentials Transactions".