Please somebody help with this. I've been putting up with this since the upgrade and getting in touch to verbally express the issue is impossible.The breakdown:Client payments are made online & assigned CR numbers.Notification emails are received of them making payments.Those payments do not show on my internet banking.The bulk payment made by MYOB (new in the upgrade) does not automatically match those payments.There is no reference to them from MYOB.They don't appear in the already matched payments list.Work around - I have to delete the CR payments for them to be selectable then go into the MYOB bulk payment and match them manually.My question - Is this a bug or is there a setting I have missed?Looking forward to a fix.

Would like to know if anyone else is experiencing this & could help.

Hi Twincreative Depending on the payment method and when the payment was processed by the customer it can take up to 1-2 business days for that payment to appear in your bank account. From an MYOB Business point of view, when that invoice is paid by the customer using an online payment method, the system will generate the necessary customer payment transaction thus closing the invoice off. When that bank transaction has come through in your feeds/statement you can match the payments using the Match functionality. Unsure of what settlement payment included what invoices? Use the Online invoice payments report (Reporting>>Reporting>>Online invoice payments -- Transaction details report).

Hi Steven, This is understandable. Where the issue occurs is in MYOB Matching / Allocating those payments from the already matched transcactions do not show up thus not allowing me to close off / match / split the MYOB bulk payment.

Hi Twincreative As the payment transaction is automatically generated you would be looking for that payment to match the bank transactions to. As such, I would be making sure that you are selecting the Match transactions tab from the bank transaction. You will probably be in the Show: All transactions window, where you can pick the transactions that make up that bank transaction. If you are not seeing those payment transactions I would be checking the following: Ensuring that the bank account the transaction came in on is the same that listed on the bank account of that customer payment The payment transactions have similar dates and amounts to that of the bank transaction The transaction is listed in the Banking>>Reconcile accounts window for that account and it is not ticked. Should those be correct, getting a screenshot of the bank transaction and that of a payment transaction that is not showing along with the Reconcile accounts window for that account would be ideal for further investigation.

MYOB Bulk Payments not allowing matching to already customer reference payments

Twincreative
Experienced Cover User
2 years ago
Anyone?
Twincreative
Experienced Cover User
2 years ago
Would like to know if anyone else is experiencing this & could help.
Steven_M
Former Staff
2 years ago
Hi Twincreative

Depending on the payment method and when the payment was processed by the customer it can take up to 1-2 business days for that payment to appear in your bank account.

From an MYOB Business point of view, when that invoice is paid by the customer using an online payment method, the system will generate the necessary customer payment transaction thus closing the invoice off. When that bank transaction has come through in your feeds/statement you can match the payments using the Match functionality. Unsure of what settlement payment included what invoices? Use the Online invoice payments report (Reporting>>Reporting>>Online invoice payments -- Transaction details report).
- Twincreative
  Experienced Cover User
  2 years ago
  Hi Steven,
  
  This is understandable. Where the issue occurs is in MYOB Matching / Allocating those payments from the already matched transcactions do not show up thus not allowing me to close off / match / split the MYOB bulk payment.
  - Steven_M
    Former Staff
    2 years ago
    Hi Twincreative
    
    As the payment transaction is automatically generated you would be looking for that payment to match the bank transactions to. As such, I would be making sure that you are selecting the Match transactions tab from the bank transaction. You will probably be in the Show: All transactions window, where you can pick the transactions that make up that bank transaction.
    
    If you are not seeing those payment transactions I would be checking the following:
    
    Ensuring that the bank account the transaction came in on is the same that listed on the bank account of that customer payment
    
    The payment transactions have similar dates and amounts to that of the bank transaction
    
    The transaction is listed in the Banking>>Reconcile accounts window for that account and it is not ticked.
    
    Should those be correct, getting a screenshot of the bank transaction and that of a payment transaction that is not showing along with the Reconcile accounts window for that account would be ideal for further investigation.

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MYOB Bulk Payments not allowing matching to already customer reference payments

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