Managing rules

https://help.myob.com/wiki/x/EoIR

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

You use rules in MYOB Essentials to automatically match or allocate transactions that come in via bank feeds or imported bank statements.

Once you've created a rule, you can edit or delete it.

Transactions that are automatically matched or allocated based on your rules will appear in the Bank transactions page with a magic wand icon next to them.

Auto matched transaction with wand icon

If a match or allocation is wrong, you can unmatch or unallocate the transaction.

Auto-matching

By default, MYOB Essentials will auto-match a transaction if there's one exact match available. You might want to turn this off if you've got a lot of transactions for the same amount, or if you find transactions are often incorrectly auto-matched.

If you don't want transactions to be auto-matched, you can deselect the Auto-match bank transactions to MYOB Essentials transactions option from the Allocation rules page.

Allocation Rules page with auto-match option selected

If auto-matching is turned off, transactions with one match will show on the Bank transactions page as having 1 match available and you'll need to manually confirm the match yourself. See Matching bank transactions.

Editing and deleting allocation rules

To edit and delete allocation rules, access the Allocation rules page by clicking the Banking menu, then click Manage rules.

Banking menu showing manage rules option

To edit allocation rules

Editing a rule won't change previously matched or allocated transactions.

From the Banking menu, choose Manage rules. The Allocation rules page appears.

Click the Rule column to sort rules and help you find the rule you want to edit.
Click the ellipsis button for the allocation rule you want to edit and choose Edit.
The Edit rule window appears, displaying details of the allocation rule.
Make your changes.
Click Save. If automatching has been turned on, the edited rule will be automatically matched to unallocated transactions that meet the rule's conditions.

To delete allocation rules

Deleting a rule won't change previously matched or allocated transactions.

From the Banking menu, choose Manage rules. The Allocation rules page appears.
Click the ellipsis button for the allocation rule you want to delete choose Delete. A confirmation message appears.
Click Delete rule to delete the allocation rule.