Are you importing the file into bank feeds?
if you are you could set up bank rules to allocate accounts automatically
lisa
Hi Lisa,
Thanks for your reply, would you know please how I can create rules in this older version of MYOB?
Ive been loking everywhere for a clear explanation.
In bank feed
on the myob transaction side of the bank feed there are two options find or new.
right click on new
the last option is a rule option for the transaction You can select a transaction or a bill or invoice rule
select whichever is appropriate and another window opens
look at bank feed rules for account right for more details
hope that helps Lisa
complete details and save
Thanks Lisa I will try that appreciate your help thank you very much!
