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transaction allocations

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angcat
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transaction allocations

I have used this for several years now so I know how to use it.  Today while allocating transcations that had several lines, eg rent income v agency fees it won't let me save.  Gives a warning that it will not save unless a zero balance is achieved but I have a zero balance.  I have logged off and on again but still not working. Any ideas?

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Robbie01
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Re: transaction allocations

I have had the same issue - a way around it is putting in the dissected entries and the last entry use the "=" sign into the amount column which puts the outstanding figure in, it then lets you save it without the allocation error even thou there isn't an error. I have found if you go back into it split entry it will show the error again but it has saved it. I have had two clients let me know about this issue since the weekend. 

 

Steven_M
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Re: transaction allocations

Hi @angcat  @angcat 

 

We have identified that some users may experience an Unbalanced transaction error message when attempting to allocate their bank transactions. This is something that our team is currently looking into. In the meantime, the recommendation to get those transactions allocated is to manually generate the Spend money and Receive money transactions necessary and then match those to the necessary bank transactions. 

 

We will be providing an update when we have one to provide. However, impacted customer numbers will be collated and passed across to the required team to help identify the priority.

 

Kind regards,
Steven

MYOB Community Support

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Steven_M
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Accepted Solution Solved

Re: transaction allocations

Hi Everyone


Thank you for your patience

Just to make other users aware we have put in place a fix to the newer MYOB Essentials/MYOB Business platform that will allow users to allocate their bank transactions.


Once again thank you for your patience while our team investigated that situation and organised a fix.

Kind regards,
Steven

MYOB Community Support

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maree11
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Re: transaction allocations

i am having the same problem. how do we allocate payments so we can do current bank recs.

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