The Accounting dashboard makes it easy for you to keep on top of your client work. Quickly see which business files are up to date, and which you need to work on next. | UI Expand |
|---|
| expanded | true |
|---|
| title | See how many transactions need allocating |
|---|
| The Accounting dashboard shows you how many transactions remain to be allocated for each client, across all their bank accounts for the selected 12 months.  Image Modified
Click the Unallocated indicator to review the bank feed transactions that still need to be allocated: For MYOB Essentials businesses: clicking Unallocated will take you straight to the Bank transactions page, and filter to show what’s unallocated for the selected 12 months. | UI Text Box |
|---|
| Transaction information isn't available for New Zealand MYOB Essentials Payroll clients. |
For MYOB AccountRight businesses: when you click Unallocated, AccountRight will start and you'll need to sign in to the company file with your user ID and password. To allocate the bank feed transactions, go to the Banking command centre and click Bank Feeds. | UI Text Box |
|---|
| If you haven't already installed the AccountRight Launcher, you'll be prompted to install it. After the Launcher has been installed, click the dashboard indicator again to start AccountRight. |
|
Colour-coding helps you track what needs doingFor each business you can see at a glance which months have unallocated transactions or bank accounts that need reconciling. 
Here's what the colours indicate: | Colour | Meaning |
|---|
 | Some transactions need to be allocated. |  | All transactions have been allocated, but one or more bank accounts aren't reconciled. |  | All transactions have been allocated, and all accounts have been reconciled. |  | No transactions are available for the month. |
Click in the status area to start allocating transactions: For MYOB Essentials businesses: When you click the transaction indicators, the Bank transactions page in MYOB Essentials will appear, and it will list all transactions for the selected 12 months, regardless of the last filter applied in the Bank transactions page. Learn how to allocate transactions in MYOB Essentials. For MYOB AccountRight businesses: When you click the transaction indicators, AccountRight will start and you'll need to sign in to the company file with your user ID and password. To code the bank feed transactions, go to the Banking command centre and click Bank Feeds. Learn how to work with bank feeds in MYOB AccountRight. | UI Text Box |
|---|
| If you haven't already installed the AccountRight Launcher, you'll be prompted to install it. After the Launcher has been installed, click in the status area again to start AccountRight. |
Improve your practice's efficiencyAllocation rules take the effort out of allocating each and every bank transaction. Now you can see what percentage of your clients’ transactions over the past two months were automatically allocated for you. 
Click the percentage to create allocation rules: - For MYOB Essentials businesses: When you click the percentage, you can create allocation rules in MYOB Essentials right away. Aim high — the more you automate, the less time you'll spend on low-value data-entry work and following up unallocated transactions.
For MYOB AccountRight businesses: When you click the percentage, AccountRight will start and you'll need to sign in to the company file with your user ID and password. To create rules in AccountRight, go to the Banking command centre, click Bank Feeds, and then click Manage Rules.
| UI Text Box |
|---|
| If you haven't already installed the AccountRight Launcher, you'll be prompted to install it. After the Launcher has been installed, click the percentage again to start AccountRight. |
Set up bank feeds quicklyIf a client doesn't have a bank feed, you can apply for one by clicking the Set up bank feeds link. If transactions have been imported in a file (eg using a QIF file), you'll see the  icon below the number of unallocated transactions — click it to set up a bank feed. 
Learn about setting up bank feeds in MYOB Essentials and MYOB AccountRight . | UI Text Box |
|---|
| Sorting options You can sort your business list by any column. For example, click the Unallocated column header, and the businesses with the most unallocated transactions will appear first, so you can get to work right away. To reverse the order, click the header again. Or click the Automated header to see which businesses are taking advantage of allocation rules to improve efficiency. 
|
| 
Yes
No
Thanks for your feedback.