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https://help.myob.com/wiki/x/ZxaEAQ
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The Accounting dashboard makes it easy for you to keep on top of your client work. Quickly see which business files are up to date, and which you need to work on next.
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 review the bank feed transactions that still need to be allocated:
For MYOB Essentials businesses: clicking Unallocated will take you straight to the Bank transactions page, and filter to show what’s unallocated for the selected 12 months.
Transaction information isn't available for New Zealand MYOB Essentials Payroll clients.
For MYOB AccountRight businesses: when you click Unallocated, AccountRight will start (requires AccountRight Launcher). and you'll need to sign in to the company file with your user ID and password. To allocate the bank feed transactions, go to the Banking command centre and click Bank Feeds.
For each business you can see at a glance which months have unallocated transactions or bank accounts that need reconciling.
Here's what the colours indicate:
| Colour | Meaning |
|---|---|
 | Some transactions need to be allocated. |
 | All transactions have been allocated, but one or more bank accounts aren't reconciled. |
 | All transactions have been allocated, and all accounts have been reconciled. |
 | No transactions are available for the month. |
Click in the status area to start allocating transactions:
For MYOB Essentials businesses: 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. Learn how to allocate transactions in MYOB Essentials.
For MYOB AccountRight businesses: When you click the transaction indicators, AccountRight will start (requires AccountRight Launcher ). You'll need to sign in to the company file with your user ID and password. To code the bank feed transactions, go to the Banking command centre and click Bank Feeds. Learn how to work with bank feeds in MYOB AccountRight.
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:
- For MYOB Essentials businesses: When you click the percentage, you can create allocation rules in MYOB Essentials right away. Aim high — the more you automate, the less time you'll spend on low-value data-entry work and following up unallocated transactions.
For MYOB AccountRight businesses: When you click the percentage, AccountRight will start (requires AccountRight Launcher ). You'll need to sign in to the company file with your user ID and password. To create rules in AccountRight, go to the Banking command centre, click Bank Feeds, and then click Manage Rules.
If a 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 in MYOB Essentials and MYOB AccountRight .
Sort your list
You can sort your business list by any column. For example, click the Unallocated column header, and the businesses with the most unallocated transactions will appear first, so you can get to work right away. Or click the Automated header to see which businesses are not taking advantage of allocation rules to improve efficiency. To reverse the sort order, click the header again.
AccountRight file status
For MYOB AccountRight businesses, the Accounting dashboard will show you details about the online file's current status:
When the bank feed was last updated: Use the Last Download column to see the most recent date the bank feed was updated in each MYOB AccountRight company file. You can also sort your dashboard by the last download date — great for spotting files that haven't been updated for a while. If you want to update the bank feed for an AccountRight file, click the file's Last Download date. When the AccountRight file opens, go to the Banking command centre, click Bank Feeds, and click Get transactions.
The Last Download date will initially be blank. It will automatically update each time the bank feed is downloaded while the company file is online (not checked out). If Get transactions is clicked while the file is checked out, the Last Download date won't update even when the file is checked back in.
- The checked out status: When a client needs to work without an internet connection, they'll check out their AccountRight file to a PC or device. That means the online copy of their file will become read-only. You'll see a Checked out label next to the client's business name, to let you know the client is working offline. When an AccountRight file is checked out, you can still launch it from the Accounting dashboard but you can't make changes to it. The transaction status indicators won't reflect any changes the client has made while working offline, or any bank feed updates that have occurred until the file is checked in again.
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