The View and match transactions page shows the list of your bank and credit-card transactions for the specified period. If you’ve set up bank feeds, new transactions will appear here automatically. Otherwise, you will need to periodically import electronic bank statements.
Once your bank transactions have come in, you will need to allocate each transaction on this page to one of your MYOB Essentials Cashbook accounts. You can automate this process by creating allocationrules. MYOB Essentials Cashbook will use any allocation rules you’ve set up to automatically allocate transactions to your accounts. You can check it to confirm that the allocation is correct, and re-allocate the transaction if necessary.
You can filter the list in many ways. For example, you can view transactions from a specific account, or a specific date-range. By default, all transactions will appear in the list, but you can also choose to see only allocated or unallocated transactions . You can also sort the transactions in any way you want.
Sometimes, transactions may come in with descriptions that make them hard to understand. You can edit the description of a transaction to make it clearer, and also add a descriptive note to it.
Note: If you see a blank page here, that will be because you haven’t set up a bank feed or imported statements. You may also want to check the date-range at the top of the page.
