Currently we are unable to link one bank transaction to multiple transactions in account right and we need this ability.
I.e. for example one incoming capital transaction relates to multiple journals in account right.
MYOB response was as below:
The Bank Feeds in AccountRight Live have a 1 to 1 relationship with the transactions it matches too. This means that one transaction entered into AccountRight can only be matched to one Bank Feed. Conversely, one Bank Feed can only be matched to one transaction.
This means you would need to create a separate transaction for each of the deposits.
- jenniek10 years agoUltimate Partner
Hi there Kelly81 The clearing accounts of undeposited funds and electronic clearing are there to group transactions together to become the one amount to match to the bank feed.
If a client doesn't use/need the electronic feature for the bank, then I create another account called clearing withdrawals and get them to clear through this account - allowing transactions to have their correct date.
- David_Cree10 years agoUltimate Partner
Hello Kelly,
You can set up a rule for the anticipated account that the charges are to be allocated to.
To do this when setting up a rule select the Show Advanced Options. Then setup for the accounts. As the amount varies each time you will need to setup zero amounts with the last account showing remainder.
You will the approve the transaction, and then click on the little blue arrow to open it so that you can allocate the transaction to the correct accounts.
I hope this helps.
Cheers
David
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