Forum Discussion

Contributing User

1 year ago

Solved

Bank rules

Why if I am paying for this software it doesn't work properly? Bank rules that have been in place for ages will suddenly not work. Todays income would not allocate but the rest of the week it did. Similarily monthly Automatic Payments will not go but they did last month. These bank rules are advertised as time saving but they are not if I have to go into the rules every morning, click through them and save them again for them to work. What's the problem?

bank rules

Shella_A
1 year ago
Hi Infinity10744,

It's unusual if the bank rules are not working as expected. Here are a few steps you can try to deal with this matter:

Recreate the bank rules. Ensure there are no special characters in the rule names.

Check Rule Conditions by adding another condition, such as the amount, to see if it helps.

Clear Cache and Cookies: This can sometimes resolve unexpected behavior.

Try using a different browser to see if the issue persists.

For transactions that are not being allocated correctly, unallocate them and then manually allocate them to the correct account.

If these steps don't resolve the issue, this needs further investigation; make sure to reach out to our support team directly. You can reach them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.

Kind regards,
Shella

3 Replies

Shella_A
MYOB Moderator
1 year ago
Hi Infinity10744,

It's unusual if the bank rules are not working as expected. Here are a few steps you can try to deal with this matter:

Recreate the bank rules. Ensure there are no special characters in the rule names.

Check Rule Conditions by adding another condition, such as the amount, to see if it helps.

Clear Cache and Cookies: This can sometimes resolve unexpected behavior.

Try using a different browser to see if the issue persists.

For transactions that are not being allocated correctly, unallocate them and then manually allocate them to the correct account.

If these steps don't resolve the issue, this needs further investigation; make sure to reach out to our support team directly. You can reach them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.

Kind regards,
Shella
Oldina
Member
10 months ago
Good morning, I looked to create a new post but how to do it is not evident.

I have the same issue and have been advised to do similar to above.

I have raised a support ticket but no one can seem to advise how to fix this. We have receipts come in to our bank daily from our payment gateway and these are never auto allocated.

Is there any way to get this working please?

Thanks, John Pigdon
Lamica
Experienced User
27 days ago
The thing that is REALLY ANNOYING is that if you need to delete more than one rule you have to do it individually. Why hasn't this issue been resolved yet. Every year I need to create a group of new rules for the change in how the company or person submits their payment. So much time is wasted when a tick box to the side could mean it is all done so quickly. If you accidentally click on one and it is deleted it is not that big a deal to recreate. Come on MYOB. You spent how much time changing the way the bill looks, perhaps better spent would have been providing better services.