Forum Discussion

LG-BSC's avatar
LG-BSC
3 years ago

Unallocated transactions not being able to match to bank feed list - broken since the upgrade

I'm having issues with the matching of unallocated transactions since the MYOB "upgrade".

I transfer between my 3x business accounts and the bank feed picks this up and I have a list of unallocated transactions to match up (i.e $5 from my transaction account had a debit which I match to the $5 credit in my savings).

 

This has worked fine until the past week where now when I look for the matching transaction and MYOB suggests a list of my future yet-to be issued invoices.

 

I've had a number of "help" chats with MYOB (when I can actually get a response as the response time is between 2-3 hours) but they have not been able to help. I sent screenshots and explained over a couple of hours this morning and somebody is supposed to be contacting me "within 5 business days". Not very helpful.:smileysad:

 

Has anybody else had this issue and if so, what did you do to solve it? I have changed nothing in MYOB myself, the only thing that has changed is the "upgrade".

  • SamaraM's avatar
    SamaraM
    Former Staff
    3 years ago

    Hi LG-BSC 

     

    Sorry to hear that you have had that experience with contacting our contact centre. I can see our team had trouble reaching you, but I can shed some light on what has happened since the upgrade.

     

    In the updated version, when both accounts have Bank Feeds associated with them, then you would chose the transfer option instead of allocating the transaction to ensure that both sides of the transfer are addressed.

     

    To match a transfer between accounts, when both accounts have bank feeds:

    1. Open the Bank Feeds window 
    2. Expand the bank feed for the transfer
    3. Click the Transfer money tab
    4. Select the transfer transaction and click Save
    5. After doing this both will have transfer against both transactions

     

    Hope that helps.

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.