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.

Click the Unallocated indicator to open the MYOB Essentials Bank transactions page, which will filter to show what’s unallocated for the selected 12 months. You can also click the Unallocated column’s header to sort the column and identify clients that need the most attention.

Note that transaction information is not available for New Zealand MYOB Essentials Payroll clients.

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Colour-coding helps you track what needs doing: For each of your MYOB Essentials clients you can see at a glance which months have unallocated transactions or unreconciled bank accounts. Click in the status area to start allocating transactions in MYOB Essentials.

 

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 Here's what the colours indicate:

 

Colour	Meaning
Image Modified	Some transactions need to be allocated.
Image Modified	All transactions have been allocated, but one or more bank accounts aren't reconciled.
Image Modified	All transactions have been allocated, and all accounts have been reconciled.
Image Modified	No transactions are available for the month.

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.

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Improve your practice's efficiency: Allocation 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 in MYOB Essentials. Aim high — the more you automate, the less time you'll spend on low-value data-entry work and following up unallocated transactions.

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Set up bank feeds quickly: If an MYOB Essentials 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

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