Group with undeposited funds

Banking > Receiving Money > Receiving money using the Receive Money window > Group with undeposited funds

When you record Receive Money or Receive Payments transactions into the undeposited funds account, individual cash-receipts transactions are recorded in the undeposited funds account -- not directly to your checking or credit card accounts.

After you've grouped all of the Receive Money and Receive Payments transactions you wish, you can then make a bank deposit which will include the group of transactions you select. Using this method, a single bank deposit transaction will appear on your bank or credit card statement in place of many transactions. The linked account must have checking privileges, that is, it must be a Detail Checking account. To learn more about account types, see Account types.

Note: The linked account for undeposited funds must be a local currency account

You may only use a local currency account as the linked account for undeposited funds. As a result, if you use the Multicurrency feature of MYOB AccountEdge, only receipts transactions which are local currency may be grouped as a deposit of undeposited funds. See Linking a foreign-currency account in the Receive Money window

Step by step
To choose a linked account for undeposited funds transactions
To record a bank deposit for undeposited funds transactions

To find a bank deposit for undeposited funds transactions

To delete a bank deposit for undeposited funds transactions

To reverse a bank deposit for undeposited funds transactions


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