Attaching past payments to current inoices

JulianFoot

I am having a real problem with MYOB randomly attaching past payments that have already been attached to a transaction to a current invoice. 

 

This then blocks the client from paying online. It has happened repetedy ever since the last major upgrade of the system.

 

Why is this happening?

SamaraM

Hi @JulianFoot 

 

Thank you for your post. The auto-match tries to match the amount on the bank feed to a corresponding transaction within the file. While most of the time this matches to the correct transaction, on occasion it can match to an incorrect transaction. 

 

Can you check if you have the option 'Automatically allocate bank transactions using bank feed rules' turned on (Go to Banking-> Bank rules)? If this is switched on then it could be interfering with the auto-match. Try unticking that option and it should now attach to the correct invoices now.

 

Let me know how you go and if you still have issues, if you could attach an example invoice and payment that would help us investigate further. 

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.