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james_mcm's avatar
james_mcm
3 years ago

Bank feed rules not working with invoices

I set up bank feed rules for clients paying via automatic payment. The bank feed rules where working when all transactions were attributed to received money, however, when I created invoices and changed all rules to apply payments to invoices they stopped working. 

How do you set up bank feed rules so that when payments come in they are automatically attributed to outstanding invoices that clients have? 

  • Yanike_S's avatar
    Yanike_S
    MYOB Staff
    3 years ago

    Hi james_mcm 

     

    Thanks for your post. By default, MYOB will automatically match a transaction to an invoice if there's an exact match available. If this is not working for you and you would still like to set up a rule, please follow these instructions: Creating rules.

     

    If this is still not working for you, could you upload a screenshot of the bank rule and one of an invoice that should have been picked up?

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