Transactions not matching in bank feed

Rocky8

Could you please help - since the latest MYOB update (last night) transactions in my bank feed are not matching to the relevant invoice.   I am now having to click on the dropdown arrow and manually select 'match to existing record'.   I have been to the Automatch settings and ticked all three automatch options but it doesn't seem to have made any difference.

 

 

 

Isaiah_C

Hi @Rocky8,

 

Thanks for reaching out, and I’m sorry to hear this has been happening since the update. Even if the automatch options are turned on, MYOB will only automatically match a bank transaction when there’s an exact match available. If there’s no exact match, or if there are multiple possible matches, MYOB may show suggestions instead, and you’d need to use Match to existing record manually. As a quick check, please make sure that Match to MYOB records is turned on, as this setting is required for invoice and bill matching as well. It’s also worth checking that:

 

• the bank transaction and invoice payment have the same date and amount, and
• there aren’t multiple MYOB records with the same details, as this can prevent an automatic match.

 

You can also refer to this help article for more info: Matching bank transactions. 

 

If it’s still not matching even when the date and amount line up exactly, reach out to our live chat support through our virtual assistant, MOCA, or submit a case via My Account and we can look into it further. 

 

Regards,

Sai