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To find and replace an account or tax code in transactions

  • On the Find transactions page, click the Find and replace tab.

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    The Find transactions page (accessible via the Banking menu) lets you search for a particular type of transaction and for a selected period. There are two tabs on this page:

    • Debits and creditsCredits—a detailed view of transactions including their associated debits and credits and affected accounts
    • Transactions—a simplified view of transactions including a description, source journal and amount

    The list includes all transactions received from your bank or imported from a bank statement, as well as all transactions you’ve entered into MYOB.

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    Looking for the Transaction history page? If you've previously used MYOB Essentials, the Find transactions page is the equivalent of the Transaction history page.

    Looking for a running balance? Try our banking reports.

     

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    To find a transaction

    1. From the Banking menu, choose Find transactions. The Find transactions page appears.
    2. Click the applicable tab for a simplified view (Transactions tab) or a detailed view (Debits and creditsCredits tab).
    3. Filter the list of transactions as required.
      • Choose the Period for the transaction you're looking for. The Date to From and Date from To dates change accordingly. To enter custom dates, choose Custom as the Period.

      • In the Source journal fieldJournal field, choose the appropriate journal. What is this? If you're not sure what journal to choose, then choose All.

      • If you're on the Debits and creditsCredits tab, choose the Account the transaction was allocated to.

      • Enter all or part of the transaction's description or amount in the Search field.
    4. As you choose filtering options, transactions that meet your search criteria will be displayed (limited to 50 transactions). To see additional transactions, click Load More at the bottom of the list.
    5. Click a transaction's reference number to view its details or edit it.

    Find and replace accounts and tax codes in transactions

    Early adopters only - to be generally available soon

    Use the Find and replace tab to replace the account or tax code on one or more transactions.

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    The Find and replace tab is only available to a small group of early adopters – it will be generally available soon.

  • Filter the list of transactions as required.
    • Choose the Period for the transaction you're looking for. The Date from and Date to dates change accordingly. To enter custom dates, choose Custom as the Period.

    • In the Source journal field, choose the appropriate journal. What is this? If you're not sure what journal to choose, then choose All.

    • If you're on the Debits and credits tab, choose the Account the transaction was allocated to.

    • Enter all or part of the transaction's description or amount in the Search field.
  • Select the transactions you want to edit.
  • Click Replace.
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    • From the Account and Tax code lists choose a new account or tax code.
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    Click Replace to refresh the Find transactions page with your changes.


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    Source journals

    Source journals organise your accounting entries. They make it easier for you and your accountant or bookkeeper to find transactions in your software.

    In the Find transactions page, you can narrow your search for transactions by choosing a journal in the Source journal field.

    Here's a guide to the source journals and the types of transactions that are stored in them:

    In this journal...are these types of transactions...
    Generaldepreciation of assets, year-end adjustments, income distributions
    Salessales made on credit
    Purchasespurchases made on credit
    Payrollemployee payments
    Cash paymentsmoney paid out, for example, purchase receipts, cheque stubs
    Cash receiptsmoney received, for example, cash register sales, receipts
    Inventoryadjustments to the quantity or value of your inventory items

    If you're not sure which journal to choose, then choose All in the Source journal field.

     

     

     

     

     

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    Sales

    Purchases

    Reconciling your bank accounts

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