Forum Discussion

Triggs's avatar
Triggs
Contributing Cover User
11 months ago

Bank feed sales payment allocations reloading after being deleted

Hi, I'm having an issue where some customer payments are auto allocating to the wrong customer/invoice etc. and then re-appearing in my reconciliation page even after I have deleted the transaction. ...
  • Genreve_S's avatar
    Genreve_S
    11 months ago

    Hi Triggs, 

     

    Thank you for sharing your concerns on our forum.

     

    I understand that you're experiencing some issues with payments being assigned to incorrect invoices. From what I gather, if a transaction is removed, it should not reappear in the reconcile accounts window. It's possible that the transaction was merely unlinked from the bank feed, rather than being fully deleted. I would suggest accessing the transaction directly from the reconcile accounts window and deleting it from there.

     

    Additionally, if the payment originated from an Online Invoice Payment transaction, it might be part of a bulk transaction. If you need further assistance, please don't hesitate to send us screenshots and additional information.

     

    Thanks,

    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
11 months ago

Hi Triggs, 

 

Thank you for sharing your concerns on our forum.

 

I understand that you're experiencing some issues with payments being assigned to incorrect invoices. From what I gather, if a transaction is removed, it should not reappear in the reconcile accounts window. It's possible that the transaction was merely unlinked from the bank feed, rather than being fully deleted. I would suggest accessing the transaction directly from the reconcile accounts window and deleting it from there.

 

Additionally, if the payment originated from an Online Invoice Payment transaction, it might be part of a bulk transaction. If you need further assistance, please don't hesitate to send us screenshots and additional information.

 

Thanks,

Genreve

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.