Forum Discussion

Rocky8's avatar
Rocky8
Experienced User
2 years ago

Transactions not automatically matching in bankfeed

Hello

 

Every since we were forced to upgrade, my matching transactions in the bank feed are not automatically matching.   I am having to manually match up every single transaction which is very time consuming. 

 

I have gone into bank feed rules and ticked 'Automatically match bank transactions to MYOB bills and invoices' but this is still not working.

 

I have asked for help several times but still no actual solution.  I can't seem to ring and speak to anyone either which is very frustrating.

 

Could you please provide a solution. 

 

Thank you

 

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator

    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

    • Rocky8's avatar
      Rocky8
      Experienced User

      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

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator

        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