ANSWER ID:31549

A powerful feature of MYOB Cashbook is the creation and use of Auto Coding for imported transactions. This allows for faster data importing/coding and also the automatic splitting of transactions (such as fuel) where there may be a personal and a business component.
While it is possible to create auto codes from scratch, due to the complex nature of information provided in download files, it is easier and more reliable to create them from existing transactions as described below.

1. Go to the Processing command centre and import a transaction file. Once this is complete, the Enter Transactions window will appear.
2. Click to highlight the transaction for which you want an auto code. See our example below.
   
   Note: Only transactions that have a regularly recurring pattern are suitable, for example a regular rent cheque with the same amount; a bank charge with the same reference, a direct credit that has the same Other party every time, etc.
3. Click Define Auto Code. The Auto Coding definition window will be displayed which shows details from the imported transaction file. See our example below.
   
4. Select the items that will be matched for each transaction. See our example below.
    
   Table 1 below gives a detailed description of what each field represents.
   Table 1
   
   
5. Allocate the transaction to one or more accounts, ensuring the allocation adds to 100%.
6. Select the option Replace transaction description to show a more meaningful description as shown in our example below.
   
    
   Table 2 below shows the options that can be entered in this screen.
   Table 2
   
   
7. Click OK. You will be returned to the Enter Transactions window and the selected transaction will be shown as coded.

The setup process is now complete. In future, when you import a transaction file from your financial institution, the system will automatically check each transaction to see if it matches an auto code then allocate it accordingly.