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MYOB Essentials

Manage rule: Setup a rule for transfer money transactions

DebraAnderson
Experienced Partner

77Posts

229Kudos

1Solutions

77 Posts
Experienced Partner
Australia
New
New

Hi guys,

 

Could we pleeeeease have the ability to set up transfers between bank accounts as a rule.  If a business has a chq account, a tax/savings account and a credit card it would be awesome to be able to set up a rule that automatically allocates these rather than having to go into the 'transfer btw accounts' and match the transactions.

 

Thank you muchly,

Debra Anderson

Legally BAS Pty Ltd

 

 "Rules"

New
1 Comment
Joof
5 Posts
Cover User

Hi Debra

This is quite easy to achieve by using a unique reference when entering transfers in internet banking and a clearing account. I use the reference "regular transfer" for any interaccount transfers. Then I have a rule then picks up this phrase in bank feeds and allocates both transactions to the clearing account.

 

Hope this helps

Wayne