Forum Discussion

WardahMirza's avatar
WardahMirza
9 months ago

Transfer Money via Bank Feeds

I am trying to allocate an inter entity transaction via Transfer Money. The Account I am trying to transfer the money to (Transfer to: ) doesn't appear on the list. I can see the account in Chart of ...
  • Genreve_S's avatar
    Genreve_S
    9 months ago

    Hi WardahMirza, 

     

    Thank you for bringing your concern to our attention in the forum.

     

    I understand your need to transfer funds between bank accounts, and I apologize for the delay in our response. Typically, a ledger account will only appear in the dropdown menu if it has been correctly set up. I would suggest verifying the ledger account of the bank you wish to add to the dropdown.

     

    Please ensure that the ledger account type is set as 'bank account' for it to be visible.

    Do not hesitate to reach out if you need further assistance.

     

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

     

    Thanks,
    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
9 months ago

Hi WardahMirza, 

 

Thank you for bringing your concern to our attention in the forum.

 

I understand your need to transfer funds between bank accounts, and I apologize for the delay in our response. Typically, a ledger account will only appear in the dropdown menu if it has been correctly set up. I would suggest verifying the ledger account of the bank you wish to add to the dropdown.

 

Please ensure that the ledger account type is set as 'bank account' for it to be visible.

Do not hesitate to reach out if you need further assistance.

 

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

 

Thanks,
Genreve

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