Share your ideas for improving MYOB Essentials Accounting. Vote on ideas and discuss them with the MYOB product development team.
You can drill into some of the reports like the balance sheet, trail balance, profit and loss, and general ledger details report. From these reports you can click on the purple writing it will show what transactions have made up this balance. The general ledge report you would click on the reference number shown in purple this will get you the transaction that is showing in the report.
The bank feeds come into your file showing as “Allocate me” unless it auto reconciles or you have rules set up. If it auto reconciles you will need to clicking it and set the status to “Allocate me” to be able to select different transaction it actually belongs to.
As for the Dashboard and the Receive Money window I think these are excellent ideas that would help a lot of clients in their day to day entries. If there is any more users out there that would like this implemented in a future update please cast a vote and add any comments.