Forum Discussion

BalmoralPnC's avatar
BalmoralPnC
Experienced User
2 years ago

Bank Reconciliation

Hi,   I'm having difficulties with entries that are appearing in the bank reconciliation screen in error due to choosing the incorrect bank account at upload time or when processing super payments ...
  • Celia_B's avatar
    Celia_B
    2 years ago

    Hi BalmoralPnC,

     

    Thank you for your post and welcome to the Community Forum. 

     

    Thank you for flagging this to us, to address the issue, if you have used the incorrect accounts, it would be a case of updating the accounts on the purchase if possible. If not possible, an item purchase you would need to delete the payments and purchases, update the linked account then redo those transactions. To delete the purchase, you can check out this Help Article: Deleting a bill, quote or order, has the information and process that you can use as reference. You can also check on this Help Article for Making superannuation payments, for super payments.

     

    If you need further assistance with this, please feel free to post again. We are happy to assist you. 

     

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

     

    Kind Regards,

    Cel

     

     

Celia_B's avatar
Celia_B
MYOB Staff
2 years ago

Hi BalmoralPnC,

 

Thank you for your post and welcome to the Community Forum. 

 

Thank you for flagging this to us, to address the issue, if you have used the incorrect accounts, it would be a case of updating the accounts on the purchase if possible. If not possible, an item purchase you would need to delete the payments and purchases, update the linked account then redo those transactions. To delete the purchase, you can check out this Help Article: Deleting a bill, quote or order, has the information and process that you can use as reference. You can also check on this Help Article for Making superannuation payments, for super payments.

 

If you need further assistance with this, please feel free to post again. We are happy to assist you. 

 

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

 

Kind Regards,

Cel

 

 

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