MYOB Essentials Accounting
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Allocate or Match status

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Description

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What you need to do

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Allocate me

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The transaction needs to be allocated or matched.

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If you’ve already entered this transaction into LiveAccounts, match the bank transaction to the MYOB Essentials transaction. See Matching bank transactions.

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If you haven’t entered it, allocate it to one of your LiveAccounts accounts. See Allocating bank transactions.

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If the transaction is a transfer between two of your bank accounts, identify the other transfer transaction, or enter the transfer manually. See Matching transfers between your bank accounts.

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<Account name> and tick

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The transaction has been automatically allocated to a LiveAccounts account, based on your allocation rules.

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Check that this allocation is correct, or allocate the transaction yourself. See Allocating bank transactions.

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<Transaction details> and tick

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The transaction has been automatically matched to a LiveAccounts transaction or bank transfer, based on the transaction amount and date.

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Check that this match is correct, or allocate the transaction yourself. See Matching bank transactions.

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<X> matches available

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The transaction has more than one possible match in LiveAccounts.

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Choose which MYOB Essentials transaction (invoice, expense, transfer or other payment) the bank transaction should be matched to, or allocate the transaction to an MYOB Essentials account. See Matching bank transactions.

caution : 

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Allocating your transactions for the first time?

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