(Partners only) To generate
run a coding report from the Bank transactions page
If you're an MYOB Partner, you can generate a coding report straight from the Bank transactions page.
A coding report lists the transactions you select and provides important details, such as their allocation status. This makes it a valuable resource to send to clients who can't access their Essentials business and who need to allocate transactions.
Here's how to generate the report:
- Go to the Bank transactions page.
- To run a report showing only unallocated transactions, click the Allocate or Match column heading until only unallocated transactions are shown.
- Select a from and to date to specify a date range. For example, you may be reconciling for a specific period.
- If you want to generate a report showing all unallocated transactions, click the top most checkbox to select all transactions. Otherwise, you can select individual transactions.
- Click Generate report.