Get started

HTML Wrap

class	section group

HTML Wrap

class	col span_3_of_5

Some Some bank transactions - like interest and charges - aren't usually known until you receive your bank statement. You can easily record these transactions when reconciling your AccountRight with your bank statements by using the Bank Entry feature.

UI Expand

expanded	true
title	To record bank interest and charges

Go to the Banking command centre and click Reconcile Accounts.
Select your Account and enter the Bank Statement Date.
Click Bank Entry.
Enter the transaction details then click Record. The window below shows an example of a bank entry.

When you return to the Reconcile Accounts window, you'll notice that any Bank Entry transactions will have been automatically selected as Cleared.

HTML
<h2><i class="fa fa-comments"></i>  FAQs</h2><br>

UI Expand

title	How do I add the items and expenses related to a job onto the customer’s invoice?

Click Reimburse to see a list of all the job purchases and expenses you have assigned a job number to, that can now be reimbursed on the sale.

UI Expand

title	How do I set a credit limit or put an account on hold?

You should enter the credit limit you've assigned in each customer's card. If you want to stop sales from being recorded for customers who have exceeded their credit limit, you can place them on hold.

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

Add a customer

Printing, emailing and saving forms

Changing or deleting a transaction

Reimbursable expenses

Credit limits

Credit holds

Recurring transactions

Sales and purchases information

Panelbox

name	yellow
title	From the community

RSS Feed

titleBar	false
max	5
showTitlesOnly	true
url	http://community.myob.com/myob/rss/search?q=Entering+a+sales+transaction&filter=labels%2Clocation%2CsolvedThreads&location=forum-board%3ASales_and_Purchases&search_type=thread&solved=true

HTML Wrap

class	morelinks

More »

Page tree

Versions Compared

Old Version 3

New Version 4

Key

Was this information helpful?

Why not?

How would you improve this topic?

Thanks! Anything you'd like to add?

Get started

Company file

Work with others

Banking

Emails & printing

Items

Employees (AU)

Suppliers

Customers

Reporting

EOFY

Tips & tricks