Hi Hippopotamus
Generally speaking, if you have the Find and New option for a bank transaction it would imply that the rule hasn't been applied. If the rule was applied the button would show as Approved. You mentioned that you do have a rule generated to the transaction that doesn't appear to have been applied, so the MYOB Community can investigate further would mind providing some screenshots of the rule that has been generated and the transaction you are trying to apply that to.
In terms of your bank feeds where you are not seeing transactions come through, if you are expecting a transaction from your bank feeds and it hasn't come through, I would make sure that the transaction is showing at your Bank's end i.e. it's on your Internet Banking/bank statement. If it's not listed then we do recommend speaking with your bank.
Should that transaction be listed at the Bank's end, I would make sure that the transaction is not listed in the Bank transactions window. The best way to check is to go to the Bank transactions window and set the following filters - Bank account: All, Status: All transactions, Date: a suitable date range (would do it a few days either side as well), and nothing in the Search.
Should that transaction still not be appearing, we would need to get a screenshot of the bank transactions window showing that transaction is not listed along with a screenshot of the Internet Statement/bank statement showing that transaction. With this information, we can pass that across to our internal team to look into that transaction(s) and potentially if required speak to your bank in relation to that transaction. This information can be sent through a Forum private message to me.
Thanks for your quick reply. I'm a bit unsure, am I supposed to post my screenshots here? I followed your link to go to Private Message, but it just said Private Message and I couldn't figure out how I could send a Private Message to you through that link you sent me in your reply to my problem. Also, it will take me a bit of time to get back to you after I follow your directions and get screenshots etc. together. Thanks, Hip
Never MInd! I can do a Private Message. I had been following the link from the email, but if I go into the actual MYOB Community and the section where my original post is, I can Private Message you. So, I'll get back to you in the next few days. Thanks!
Hi Hippopotamus
I've received your private message and just responded to it.
Should you need some further information the following Forum Help Articles may be of use: Private messaging & Adding images to your post
Hi Steven M,
On Friday 3.3.23 I stayed up late and sent you 2 Private Messages, with the screen shots you were requesting. I hope you got them.
Is there any way I can access our private messages, because unlike email, I can't see my Sent messages so I worry that they were actually sent, and also I might like to review the progress/history of my queries.
Hi Hippopotamus
Private messages have been received and replied to. If needed you can see your sent private messages by selecting your Avatar (top right) of the Forum, selecting the number next envelop icon from the pull-out menu before selecting the Sent tab.
