Forum Discussion

Experienced User

1 year ago

Matching bank transactions not automatically matching

Ever since we had to upgrade to the latest version of MYOB, my matching bank transactions are not automatically matching. I have turned on the 'auotmatically match bank transactions to bills and invoices' under banking rules but it has not made any difference.

I am now having to go through our transactions every day and match every single one manually.

I have contacted MYOB three times about this but we still don't have a solution.

Even when the date of the payment is the exact same date of the invoice it is still not matching.

Could you please help.

13 Replies

Doreen_P
MYOB Moderator
1 year ago
Hey lena1,

As long as the amount is correct, the date won't affect the invoice allocation. You can try to allocate the invoice instead. If it still doesn't work, you can toggle the automatic match rule off and on to refresh it. This has worked for other users, so it should work for you too.

Best regards,

Doreen
shorebreak
Member
1 year ago
I am having the same issue. Tried all of the above. It is happening with bulk payments and the total does not match because you take the cc charge off before deposit. It use to automatically match
Shella_A
MYOB Moderator
1 year ago
Hi there shorebreak,

If you're still having trouble with matching bank transactions automatically after following the previous steps, please reach out to our support team for further assistance. You can reach them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount. They can help resolve any persistent issues.

Regards,

Shella