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Essential Allocate Bank Feed Transaction To Supplier Invoice

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karenlee1
Experienced Cover User
47 Posts
Experienced Cover User
Australia
Experienced Cover User

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Essential Allocate Bank Feed Transaction To Supplier Invoice

Ive just migrated from Account Right to Essential and am having trouble allocating a Bank Feed transaction to a supplier invoice. I assume I'll have the same trouble with customer payments.

Allocate wants to save it as a spend money  and account number but I want to allocate to an existing Invoice.

 The chat person online couldnt help neither could a telephone call from the bank feed section and Ive been one hour on the phone and still caller number 4 in the cue from 6 at the start.

Account Right desktop online was so simple.

 

I've tried googling the question but only seem to find the spend money allocation

 

1 REPLY 1
Tracey_H
12,172 Posts
Former Staff
Former Staff

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Re: Essential Allocate Bank Feed Transaction To Supplier Invoice

Hi @karenlee1 

 

Thanks for your post. If there is an existing MYOB Essentials transaction, in the Bank transactions window click on the expand arrow and Match transaction: Matching bank transactions

 

If there is no existing MYOB Essentials transaction you can allocate the bank transaction which will automatically record either a Spend or Receive money transaction: Allocating bank transactions

 

Please let me know if you need further help.

 

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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