Transactions not automatically matching in bankfeed

Hi Rocky8, 

Thanks for posting your concern in the forum. 

I'm sorry to hear about your difficulties in matching your bank feeds. Generally, if the option Automatically match bank transactions to MYOB bills and invoices' is active, the bank feeds automatically match. I recommend making sure that the transactions you are trying to match are not reconciled or marked check in the reconcile accounts window as this would hinder the transaction from matching. 

Let us know if you require any further assistance. 

Thanks,
Genreve

Hi Genreve

Yes I do require further assistance please as I have checked both of things you have suggested and the transactions still aren't automatically matching up.

I have also tried different internet browsers (suggested to me by a previous MYOB moderator) but this does not make any difference either.

Thank you

Hi Rocky8, 

Thanks for the response. 

To investigate this further, please send me the following information. 

• Screenshot of the Banking > Find Transactions > Debits and Credits tab> Filter the date of the transaction.
• Screenshot of Bank Transaction windows while Matching.
• Screenshot of the Reconcile Accounts window.

We look forward to your response. 

Thanks,
Genreve

Hi Rocky8, 

I'm just following up on my previous message asking for screenshots to help figure out what's causing your issues with matching bank feeds.

Let us know if you still require further assistance with this. 

Thanks,
Genreve

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Genreve_S wrote:

Hi Rocky8, 

 

I'm just following up on my previous message asking for screenshots to help figure out what's causing your issues with matching bank feeds.

 

Let us know if you still require further assistance with this. 

 

Thanks,
Genreve

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Hi Genreve

Please see below showing the invoice amount of $95.17 and withdrawal of $95.17 yet no automatic match for this transaction.

Thank you 

Hi Rocky8, 

Thanks for your response and the screenshot you've attached. 

One factor that might affect the app's perception of the automatic match is if the bill/invoice has 3 decimal points and it rounded the amount to just 2 decimal points. If you've checked this and this is not the cause, please send us a screenshot of the Banking > Bank Rules window showing the option for automatic matching turned on, as we could use the screenshots to investigate. 

Let us know the results of the testing. 

Thanks,
Genreve