Forum Discussion

hayleyweeks's avatar
hayleyweeks
Contributing Cover User
2 years ago

MYOB Auto Allocating to incorrect invoice

Hi,

MYOB is constantly auto allocating payments to incorrect invoices. 

 

Under bank rules the 'automatically match bank transactions to MYOB bills and invoices' is turned off, however it keeps happening.

 

Can you please advise how to stop MYOB auto allocating payments? 

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi hayleyweeks 

    Thank you so much for your post. In MYOB Business you can turn off automatic allocate/match via Banking > Bank Rules.

     

    I'd like to mention that if you haven't tried it already, it's worth exploring the option of creating bank rules to help better allocate/match transactions, this Help page will provide you with more details should you be interested: Matching bank transactions.

    Regards,
    Earl.