Can't find who a Payment is from

Question

New to MYOB Online....have had a payment come through to the bank, but cannot find a Receipt or payment details that are emailed from MYOB to cover off the payment. Is there any way to work out what it is for? No invoices match that amount (or are close to it, thanks to the surcharge thing that's going on). Kind of stumped.

Shella_A · Answer

Hi @janjac

This states that you're having issues with payments that have been paid and matched to the invoice but still appear on the dashboard. It seems to be a common issue and can be resolved by manually matching the transaction if it's not matched automatically. If the automatic match is incorrect, you might need to unallocate the payment and then reallocate it correctly. See this helpful article about matching bank transactions, which will guide you through the process of disabling automated matching and allocating transactions. Let me know if you have other queries!

Kind regards,

Shella

Shella_A · Answer

Hi @Andybee1234

Thanks for the prompt response. However, I need a bit more information to provide the best assistance. Could you please clarify what you mean by 'there is not a bank account linked to the bank transactions page'? Are you referring to the correct bank account that is linked to the bank transaction in relation to the payment you've received? Any additional details would be greatly appreciated. I look forward to hearing from you.

Kind regards,

Shella

janjac · Answer

HI Shella,

I have payments that have been paid and matched to the invoice but it stays on the dashboard.

I cannot delete the automatic match and match it to the dashboard payment, how do I fix that please.