Forum Discussion

Conan99's avatar
Conan99
Contributing User
11 months ago

Un-allocating a transaction

I'm having problems cancelling the current allocation of a bank transaction which should be matched to an invoice. It was manually allocated incorrectly, and now I wish to correct this allocation. ...
  • Conan99's avatar
    Conan99
    10 months ago

    I went to produce a video of the problem and the previous problem had cleared.
    Which I'm afraid is good for me (I can ignore it and move on), but not particularly useful for troubleshooting what the issue was.

    If it happens again, which was a rare entry error, I'll reopen the can of worms, but for now, my issue has cleared with no action from myself, except waiting a few days.

    Many thanks for the follow up.

Conan99's avatar
Conan99
Contributing User

Sorry, my accounting speak is not great, so when I say "I'm trying to match the transaction to an invoice", I actually mean the payment of an invoice (a recorded bank payment that matches the invoice)

Celia_B's avatar
Celia_B
MYOB Staff
11 months ago

Hi conan99,

 

We hope this message finds you well. We just want to check back with you regarding your concern about your unallocating transactions on your bank feeds. If you still need further assistance with this, please provide a screenshot of your bank transaction. If you have other questions or concerns, please do not hesitate to contact us again. We are more than happy to help. 
 

 

Kind Regards, 

Cel

 

  • Conan99's avatar
    Conan99
    Contributing User
    10 months ago

    I went to produce a video of the problem and the previous problem had cleared.
    Which I'm afraid is good for me (I can ignore it and move on), but not particularly useful for troubleshooting what the issue was.

    If it happens again, which was a rare entry error, I'll reopen the can of worms, but for now, my issue has cleared with no action from myself, except waiting a few days.

    Many thanks for the follow up.

    • Earl_HD's avatar
      Earl_HD
      MYOB Moderator
      10 months ago

      Hi conan99,

      We're glad to know that your issue is now resolved. Feel free to post again if you have further queries and one of us will be happy to assist you.

      Regards,
      Earl

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