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<THIS TOPIC WAS PREVIOUSLY CALLED TRANSACTION HISTORY - HAS BEEN CHANGED TO REFLECT TRANSACTION LIST FUNCTIONALITY>

From the Transaction list page (accessible via the Banking menu) you can find transactions. You can search for a particular type of transaction and for a selected period.

The list includes all transactions received from your bank, as well as all transactions you’ve entered into <PRODUCT NAME>MYOB Essentials</>.

Looking for a running balance? Try our banking reports.

 

To find a transaction using the Transaction list

To find a transaction using the Transaction list 

  1. From the Banking menu, click Transaction list.

  2. In the Source Journal field, select the appropriate journal from the drop down list.

    A journal is simply a way to organise your accounting entries. All entries are grouped into journals: General, Sales, Purchases, Cash Payments, Cash Receipts, or Inventory. 

    If you're not sure what journal to choose, then select All.

  3. Select the period you want to view the transaction history for from the dropdown list.

  4. For each transaction, the Date, Reference Number, From/To contact, MYOB Essentials account the transaction was Allocated to, amount Spent or Received, and Status is shown in the list.
    If there are many transactions in the list, they will be split over a number of pages. Use the arrows and the number field at the bottom of the list to navigate between pages.

    Viewing details of a transaction

    If you want to view or edit a transaction, double-click it. The transaction opens in the relevant window. For an example, see Understanding your payroll transactions.

Transactions identified with an unreconciled icon (exclamation mark in a black circle) are yet to be reconciled. Learn how to reconcile transactions.

Transactions identified with R are reportable contractor payments (Australia only).

 
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