Match and allocate your bank transactionsWhen you've imported your bank transactions, all you need to do is tell MYOB Essentials what to do with them. If a bank transaction is a payment for an invoice or bill you've entered in MYOB Essentials, just match it to the invoice or bill. In some cases, MYOB Essentials will automatically match your transactions. Otherwise, simply allocate it to one of your MYOB Essentials accounts. You can set up MYOB Essentials to automatically allocate transactions based on the transaction description or other features. This is especially useful when you know certain details ahead of time, like for recurring transactions. You can reconcile any transactions that remain after you’ve allocated all of your bank transactions. |