If you've received an email or in-product message that MYOB Essentials will be soon upgraded, you should complete any saved bank recs in your current software.
This is because only completed bank recs will be migrated during the upgrade – if you don't complete a saved reconciliation, you'll need to re-reconcile transactions in your upgraded software.
Here's some ways you can check for saved bank recs:
|title||Check Bank Reconciliation Reports|
For a quick summary of your last completed reconciliations, go to the Reports > All reports > Banking reports section and click Banking reconciliation. The Bank Reconciliation Reports lists the reconciliations you've completed.
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Click the Date column to show the most recent first.
Note that only completed bank recs appear in this report, but this may help you to work out if there's saved bank recs you need to complete.
|title||Check the reconciliation of each account|
Go to the Banking menu > Bank reconciliation and select each account you reconcile.
Check if there is a Last completed reconciliation date and click Show reconciled to see if there are ticked transactions indicating a saved bank rec.
|title||(MYOB Partners only) Check transaction processing|
You can check Transaction processing to see how many transactions remain to be allocated and reconciled. Note the following about about the coding indicators:
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Even if you've reconciled all transactions, you'll still see a green indicator until the end of the month.
Complete your reconciliation
If there is a saved reconciliation, you should complete as much of it as you can before the upgrade. Follow the steps as you normally would to reconcile with bank feeds or reconcile using a bank or credit card statement, ensuring that you click Complete reconciliation after selecting all transactions.
Do this for all accounts you need to reconcile.