Banking Reconcile Accounts

This thread is now closed to new comments.
Some of the links and information provided in this thread may no longer be available or relevant.
If you have a question please start a new post.
myobjoh
Experienced User
10 Posts
Experienced User
Experienced User

10Posts

2Kudos

0Solutions

Solved: Go to Solution

Banking Reconcile Accounts

Hello,

In old MYOB AccountsRight, Banking - Reconcile Accounts, there is “Action” button to spend money from cheque a/c to credit card a/c.

In new MYOB AccountsRight, there isn't "Action", only "Undo Reconciliation","Bank Entry"&"Get Statement".

Why is such difference?

3 REPLIES 3
myobjoh
Experienced User
10 Posts
Experienced User
Experienced User

10Posts

2Kudos

0Solutions

Re: Banking Reconcile Accounts

Re "Action" cannot be found.

additional question - If pay from cheque a/c to credit card a/c, I cannot use Action - spend money because there is no credit card a/c, only suppliers I can choose.

The way i can do is to use Accounts - record journey entry or Accounts - transfer money. is it correct? Many thanks.

Steven_M
45,180 Posts
Former Staff
New Zealand
Former Staff

45,180Posts

0Kudos

6,759Solutions

Accepted Solution Solved

Re: Banking Reconcile Accounts

Hi @myobjoh 

 

If you do need to complete an action in the Reconcile Accounts window like entering a new transaction you would right-click on the window before selecting the required option. 

Attachment.PNG

 

In terms of entering a Spend Money transaction you would enter the Pay from Account being the account the money is coming from i.e. the main bank account and then have the allocation account i.e. account listed in the grid underneath the yellow section be the account the money is going into i.e. the credit card account. For example:

 

Attachment2.PNG

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| My Account

myobjoh
Experienced User
10 Posts
Experienced User
Experienced User

10Posts

2Kudos

0Solutions

Re: Banking Reconcile Accounts

Great help. The screen shoot is perfect. Thank you!

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post