Forum Discussion

headspace's avatar
headspace
Contributing User
2 years ago

Bank Transactions

I have experienced credits being allocated to incorrect Sales Invoice automatically

  • Hello headspace 

     

    When you receive a bank feed, MYOB tries to automatically match transactions from your feed with existing MYOB transactions.

     

    A bank transaction and MYOB transaction are matched if they have the same date and amount and the MYOB transaction is the correct type (such as Spend Money).

     

    If you would like to turn this off, go to Banking > Bank rules and deselect the option Automatically match bank transactions to MYOB bills and invoices.

     

    If my response has answered your inquiry please click "Accept as Solution" to assist other users to find this information.