Forum Discussion
Hi Jessie-L,
Thank you for your post and patience in waiting for a response.
If payments are configured to automatically match MYOB transactions, this process will automatically close the related invoices. However, these transactions will not appear under matching transactions in bank feeds. To address this, you can disable the automatic matching of payments to invoices. Then, open the invoice associated with a bank feed transaction, click on the CR number, and verify the account to ensure it's not assigned to undeposited funds. If it is, switch it to the primary bank account and hit save. If it's already linked to the correct account, copy the CR number, and navigate to Banking >> Reconcile Account to see if this transaction is ticked. If yes, simply untick it to have the transaction appear under Banking >> Match Transactions. Regarding the surcharge, identify the CR number ending with an "S" related to the bank feed transaction, find it under Banking >>Find Transactions, and repeat the same process for the surcharge as well. This should let you match bank transactions to MYOB transactions.
Please feel free to reach out if you need further assistance.
Cheers,
Princess
Hi
Reconcile window wont open.
- Princess_R2 months agoMYOB Moderator
Hi BexR,
Thank you for your post.
Did you receive any error messages while opening the reconciliation window? Have you tried to clear your browser cache and try a different browser? Also, please ensure that you have the roles and permissions to access banking.
Feel free to reach out if you need further help. You can reach out to us via our virtual assistant, MOCA, on our website, or submit a support request via My Account.
Cheers,
Princess