Allocating

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Joe4
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Allocating

Hi we are experiencing a problem with MYOB essentials, we are not able to match transactions to there corresponding money taken from the bank. Can some one help? 

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Tracey_H
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Re: Allocating

Hi @Joe4 

 

Thanks for your post. I'll be happy to assist with this but I will need more information, ie, what type of transactions are you trying to match, are the transactions not appearing to be matched or are you getting errors?

 

If Essentials transactions are not appearing to be matched in the Bank transactions window, locate one of those Essentials transactions, open it and check the bank account it has been posted to is the correct account.

 

If you're having problems with payroll transactions, this help article has detailed information: Why are employee pays missing in bank reconcilication

 

Please do provide more information so that I can assist further.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,
Tracey
Previously @bungy15

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