Parent

CSS Stylesheet

import	https://maxcdn.bootstrapcdn.com/bootstrap/3.3.7/css/bootstrap.min.css

CSS Stylesheet

.container {
	width:100%;
	padding-left:0px;
	padding-right:0px;
}

.container>p, .row {
	padding-left:10.5%;
}


.row{
	width:100%;
	padding-bottom:100px;
	margin-left:0px;
	margin-right:0px;
padding-top:50px;
}

.col-md-6.col-sm-12, .col-lg-12, .col-md-12 {
	margin-top:50px;
}

.row h2 {
font-size:28px!important;
font-family:NeutroMYOB-Medium,Arial,sans-serif;
color:#2e3e4f!important;
margin-bottom:0.6667em;
line-height:1.166;
padding-bottom:15px;
}
 
.brikit-content-layers .brikit-content-layer-backdrop, .brikit-container-backdrop .brikit-content-layer-backdrop .brikit-content-layer {
	margin-left:0px;
	margin-right:0px;

}

#content-layer-0 {
margin-left:0px;
margin-right:0px;
}
.row:nth-of-type(even) {
	background:#f3f4f5!important;
}
#content-block-0 {
	padding-left:0px;
	padding-right:0px;
	margin-left:0px;
	margin-right:0px;
}
 
iframe {
	margin-top:5px;
}
.col-lg-6 {
    padding-right: calc(50% - 640px);
	padding-right:-moz-calc(50% - 640px);
	padding-right:-webkit-calc(50% - 640px);
	padding-right:-webkit-calc(50% - 640px);
	padding-right:-o-calc(50% - 640px);
}
/*.col-lg-6.col-md-4:first-child {
	padding-right:50px;
}*/
.col-lg-6.col-md-4 {
	padding-right:50px;
}
 
.col-lg-6.col-md-4:last-child {
	padding-left:50px;
}
.tab-pane {
    padding-top: 20px;
width:80%;
margin-left:auto;
margin-right:auto;
}
.videoContainer {
    width: calc(100% - 50px);
	width: -moz-calc(100% - 50px);
	width: -webkit-calc(100% - 50px);
	width: -o-calc(100% - 50px);
}

.nav-tabs {
    width: 80%;
    margin-left: auto;
    margin-right: auto;
border-bottom:0;
}
.nav-tabs li, .nav-tabs.active li {
    width: 25%;
text-align:center;
}
.nav-tabs>li.active>a, .nav-tabs>li.active>a:focus, .nav-tabs>li.active>a:hover {
    border-top: 0; 
    border-left: 0;
    border-right: 0;
    border-bottom: purple 3px solid;
}

li[role=presentation] {
    border-bottom: #ddd 1px solid;
}

.tab-pane .row {
    padding-left: 0px;
}

.col-lg-6 p, .col-lg-6 li {
    max-width: calc(100% - 50px);
    max-width: -webkit-calc(100% - 50px);
    max-width: -moz-calc(100% - 50px);
    max-width: -o-calc(100% - 50px);
}

.tabSection {
padding-top:40px;
}
.yes img, .no img {
    height: 60px!important;
}

HTML
<span data-swiftype-index="true"> <script src="https://maxcdn.bootstrapcdn.com/bootstrap/3.2.0/js/bootstrap.min.js"></script>

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class	container

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class	row

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class	col-lg-6 col-md-4 col-sm-12

Get started

The Banking area is where you manage transactions related to your bank accounts. This includes money you spend and receive, and payments to suppliers and customers.

You can choose to import your bank transactions into MYOB Essentials and work with them directly using bank feeds. This lets you allocate bank transactions directly to MYOB Essentials accounts, or match them to transactions you've already entered, saving you loads of time on data entry.

If you know who you'll be making transactions with, make sure to set them up as contacts so you can easily add them to payments in the future.

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class	col-lg-6 col-md-8 col-sm-12

Bank transactions page Image Added

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class	col-lg-6 col-md-8 col-sm-12

HTML

<div class="videoContainer">
<div class="embed-responsive embed-responsive-16by9">
  <iframe class="embed-responsive-item" src="//fast.wistia.net/embed/iframe/thd8vvakbl" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen></iframe>
</div>
</div>

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class	col-lg-6 col-md-4 col-sm-12

Bank feeds and bank statements

The best way to work with bank transactions is to import them automatically using bank feeds. Once you've set up your bank feeds, MYOB Essentials will securely import your transactions directly from your bank, so you don't have to. You can link bank feeds to whichever account or card you want your transactions to appear in.

If your bank doesn't offer bank feeds, you can also save time by uploading your electronic bank statements. This will let you work with transactions in the same way you would if you had bank feeds.

Image Added

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class	col-lg-6 col-md-4 col-sm-12

Manually enter bank transactions

If you don't want to import your bank transactions, you can also manually enter the money you spend and receive, and manually record payments for your invoices and bills. You can then reconcile these transactions against your bank statement at the end of the month.

There are several tools available to suit the type of transaction that you're dealing with. They are:

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class	col-lg-6 col-md-8 col-sm-12

Example spend money page Image Added

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class	row

div

class	col-lg-6 col-md-8 col-sm-12

HTML

<div class="videoContainer">
<div class="embed-responsive embed-responsive-16by9">
  <iframe class="embed-responsive-item" src="//fast.wistia.net/embed/iframe/7vw3m040fk" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen></iframe>
</div>
</div>

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class	col-lg-6 col-md-4 col-sm-12

Match and allocate your bank transactions

When 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.

Image Added

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class	row

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class	col-lg-6 col-md-8 col-sm-12

Review transactions

Use your transaction history to see all the bank transactions you've entered into MYOB Essentials, including Spend Money, Receive Money and Transfer Funds transactions, as well as payments made by customers and to suppliers. You can also view transactions that have been allocated and matched from your bank feeds.

This page doesn't include unallocated or unmatched transactions from your bank feeds or imported statements.

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Transaction history page Image Added

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Image Added

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Link attachments to your bank transactions

Store documents against your bank feed transactions for easy access and storage. This is a great way to manage your proof of purchase documents and keep compliant. There are a few ways you can go about linking attachments to your bank transactions:

From a bank transaction

From your dashboard go to Banking and select Bank transactions
Choose your bank transaction and click on the dropdown arrow
Select Attachments
Manually upload a document here

From your In tray

Select Link from In tray
Choose your attachment of choice
Click on the paperclip icon
Your attachment is now linked to your transaction.

Learn more

HTML

Child pages

Versions Compared

Old Version 1

New Version Current

Key

Get started

Bank feeds and bank statements

Manually enter bank transactions

Match and allocate your bank transactions

Review transactions

Link attachments to your bank transactions

From a bank transaction

From your In tray

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