Forum Discussion

Sarahs2's avatar
2 years ago

Auto matching invoices

Is there a way to auto-match payments with invoice numbers without approving them? When I've used the setting 'auto-approve bank transactions matched to MYOB transactions' it doesn't always choose the correct invoice and is more work to unmatch and reapply to the correct invoice.

  • Hi Sarahs2
     
    Thanks for your post. I would like to extend to you a warm welcome to the Community Forum. We are sorry to hear that you are having challenges when using the auto-approve setting in the bank transactions to match the transactions. We appreciate your understanding on this matter. 
     
    As of now, there is no specific automated feature in MYOB AccountRight that automatically matches payments with invoice numbers without manual approval. However, if you would like a change to be brought to this preference, we encourage you to post your suggestions and feedback on our Product Ideas Exchange board for consideration. Rest assured that we will communicate your request and feedback to the team. 
     
     
    Feel free to post again anytime you require further assistance. 
     
    Cheers,   
    Leneth