MYOB Essentials Accounting
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Manage rules

 

, access the Allocation rules page by clicking the Banking menu, then click Manage rules.

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Create, edit or delete your allocation rules from the Banking menu.

You can choose whether to allow You use rules in MYOB Essentials to automatically match your transactions, and you can set up rules to automatically allocate the transactions that appear on your bank feed. For information on creating rules, see Creating rulesor 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 auto-automatically matched or automatically allocated based on your rules will appear in the Bank transactions page with a magic wand Image Added icon next to them.

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If a match or allocation is wrong, you can unmatch or unallocate the transaction. See Allocating bank transactions and Matching bank transactions.

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.

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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

How you To edit and delete allocation rules is different depending on when you started using MYOB Essentials. To find out which steps to follow, click the Banking menu and check the available options.

Banking menu showing manage rules optionImage Removed Banking menu showing manage allocation rules optionImage Removed

 

Which option do you have?

 

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titleManage rules
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edit
edit

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titleTo edit allocation rules

To edit allocation rules

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

  1. From the Banking menu

and

  1. , choose Manage rules.

The 

  1. The Allocation rules

 page appears, displaying details of all existing allocation rules in the list

  1. page appears.

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    Click the Rule column to sort rules and help you find the rule you want to edit.

  2. Click the ellipsis button Image Modified for the allocation rule you want to edit and choose Edit.
  3. The Edit rule window appears, displaying details of the allocation rule.
  4. Make
any
  1. your changes.
  2. Click Save
 to save your changes.
  1. . If automatching has been turned on, the edited rule will be automatically matched to unallocated transactions that meet the rule's conditions.

Manage allocation rules

 

To edit allocation rules

Go to the Banking menu and chooseManage allocation rules. The Allocation Rules page appears, displaying details of all existing allocation rules in the list.
  • Click the allocation rule you want to edit. The Edit Allocation Rule window appears, displaying details of the allocation rule.
  • Make any changes.
  • Click Save to save your changes.

    • To delete allocation rules

    Go to the Banking menu and chooseManage allocation rules. The Allocation Rules page appears, displaying details of all existing allocation rules in the list.
  • Click the allocation rule you want to delete. The Edit Allocation Rule window appears, displaying details of the allocation rule.
  • Click Cancel to close this window. The rule to be deleted is now highlighted.
  • Click Delete.
    Allocation rules page with delete button highlightedImage Removed
    A confirmation message appears.
  • Click Yes to delete the allocation rule.
    • UI Expand
    titleTo delete allocation rules

    To delete allocation rules

    Go to
    UI Text Box
    typetip

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

    1. From the Banking menu
    and
    1. , choose Manage rules.
    The 
    1. The Allocation rules
     page appears, displaying details of all existing allocation rules in the list
    1. page appears.
    2. Click the ellipsis button Image Modified for the allocation rule you want to delete choose Delete. A confirmation message appears.
    3. Click Delete rule to delete the allocation rule.
    UI Expand
    titleManage allocation rules
    UI Expand
    titleTo edit allocation rules
    UI Expand
    titleTo delete allocation rules

      

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    titleRelated topics
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    Creating rules

    Working with bank transactions

    Matching bank transactions

    Allocating bank transactions

    Bank feeds

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    urlhttp://community.myob.com/myob/rss/search?q=rules&filter=labels%2Clocation&location=forum-board%3AEssentialsAccounting&search_type=thread

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