Forum Discussion

jacksy59's avatar
jacksy59
4 years ago

Rules

Since I have done an update on MYOB, it seems banking is not picking up the rules.  They have worked previously without a problem.   I work on the file in desktop version.

2 Replies

Replies have been turned off for this discussion
  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User
    4 years ago

    Hi,

     

    Have you checked the bank feed info still matches the bank rule info.

    I have found in the past that the bank can change the reference in their statements and then the rule no longer matches.

     

    If it is not that - not sure why it isn't working you may need to redo the rules.

     

    Hope this helps

     

    Lisa

  • Komal_S's avatar
    Komal_S
    MYOB Staff
    4 years ago

    Hi jacksy59 

    Please check the rule are still correct to the bank feed reference as mentioned by LRBooks61 . If they are correct and you're still experiencing this problem, attach a screenshot of at least one rule and bank feed transaction so we can check what's wrong.

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.