If you've received an email or in-product message saying that your client's MYOB Essentials business will be soon upgraded, you should work with them to check for and complete any saved bank reconciliations.
This is because only completed bank recs will be migrated during the upgrade.
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|In MYOB Essentials there's the option to select transactions for reconciliation and save those selections. However, these saved recs won't be migrated during the upgrade if they're not completed, meaning your client will need to re-check and reselect transactions in their upgraded software.|
Here's how to work out if there are bank recs your client needs to complete:
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|title||Check transaction processing|
Check Transaction processing to see how many transactions remain to be allocated and reconciled.
- Go to partner.myob.com and click Transaction processing in the top menu bar.
- Check the coding status of the business to be upgraded. Note the following about the coding indicators:
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Even if all transactions have been reconciled, you'll still see a green indicator until the end of the month – confirm with your client that reconciliation is complete.
Complete the reconciliation
If your client has a saved reconciliation, advise them to complete as much of it as they can before the upgrade. They just need to follow the steps as they normally would in MYOB Essentials to reconcile with bank feeds or reconcile using a bank or credit card statement, ensuring that they click Complete reconciliation after selecting all transactions.