Forum Discussion
Hi there,
I really wish I could help you out more as it has been incredibly frustrating for me (and others). I have had a few of these transactions from last year that I've just had to leave for my Accountant to deal with, but I have also noticed that since the start of the year, most of them have been recorded accurately by MYOB.
Unfortunately I've had zero help from MYOB and the last couple of quarters last year is when I started having issues as well. I spent over a month going back and forth with MYOB support and the only advice I received from them was what I'm sure you've already come across, which is:
- Making sure 'Automatically match bank transactions to MYOB bills and invoices' is turned on.
- Checking the account you've allocated to receive fees and surcharges into is the correct one. For example (as I'm sure it would be for most people) I just have the one account (cheque account) that I spend and receive money from. I have found that even after doing this, some of these payments are allocated to the 'undeposited funds account' and I've had to manually change this.
So that may be worth checking out.
I've attached some pics of how these online payments with credit card surcharges should look.
The first pic is how the transaction should be allocated by MYOB. An entry for payment of the invoice and a seperate entry for the surcharge (the reference number will have an S at the end of it).
Second and third pics are a further example of the above. Sorry I couldn't be of more help.
Thanks so much.
I have been advised to open the reconcile window to uncheck the closed invoice but a bug is stopping the window opening. So,, apparently that is a known issue and they are working on it...