Forum Discussion

Nincha's avatar
Nincha
Experienced User
4 years ago

Bank Feeds Allocation

Hi , Our bank feeds paid by client allocated automaticly matched with outstanding invoices. Sometimes wrongly matched. Apparently was set up by someone working before. How cna I cancell this setting...
  • Melisa_D's avatar
    Melisa_D
    4 years ago

    Hi Nincha, 

     

    Thank you for your post and welcome to the Community Forum! Our help article Bank feed rules has instructions on how you can delete rules that have been created, however deleting these rules will not affect any transactions where the rule has been applied. When the bank feed transactions are sent into AccountRight if a corresponding transaction exists in AccountRight, the bank feed transactions is automatically matched. If you wish to unmatch, you can do this by clicking the red X button to undo the match. 

     

    Additionally there is a setting in the preferences within AccountRight where you can turn Auto approved bank transactions matched to the exact transactions in the software. This can be found by going to Setup > preferences > Banking tab. 

     

    Please do let us know if you have any further questions. 

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Melisa_D's avatar
Melisa_D
Former Staff

Hi Nincha, 

 

Thank you for your post and welcome to the Community Forum! Our help article Bank feed rules has instructions on how you can delete rules that have been created, however deleting these rules will not affect any transactions where the rule has been applied. When the bank feed transactions are sent into AccountRight if a corresponding transaction exists in AccountRight, the bank feed transactions is automatically matched. If you wish to unmatch, you can do this by clicking the red X button to undo the match. 

 

Additionally there is a setting in the preferences within AccountRight where you can turn Auto approved bank transactions matched to the exact transactions in the software. This can be found by going to Setup > preferences > Banking tab. 

 

Please do let us know if you have any further questions. 

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Nincha's avatar
Nincha
Experienced User
4 years ago

Thank you very much. 

I did not knwo about preferances. I fixed it now. 

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