Forum Discussion

Nikesh's avatar
2 years ago

Bank Feeds + Bank Reconciliation

I have been trying to get hold of someone at MYOB to help me with the issues with Bank Feeds but itsnear impossible to get hold of anyone.

 

1. My first issue was CC transaction not coming through and that had to do with the bank supposedly and MYOB sent email to reset it again which I did but since my Cheque Account has stopped working. 

Looks like I had to resend authority form which I have just done so hopefully soon this is resolved.

2. Credit Card Online Payments - 2 issues

2.1 Once the customer has paid for this using myob online CC payment with the surcharge, the surcharge potion still doesn't show up on the closed off invoice which customers need.

2.2 Few of these payments transaction that have come through on bank feeds can't be matched with any transaction. These transaction are on the undeposited funds but just part of it, so the invoice amount and the tax potion of the surcharge but missing rest of the surcharge potion.

6 Replies

  • Shella_A's avatar
    Shella_A
    MYOB Moderator

    Hi Nikesh,

     

    Thanks for your post, and welcome to the Community Forum. I hope you find plenty of helpful information.

     

    My apologies for the late response. We regret to hear about the issues you're experiencing with bank feeds and credit card online payments in MYOB. We appreciate your patience. Allow me to help and address these one by one. For the bank feeds issue, it seems you've already taken the correct step by resending the authority form.

     

    Regarding the credit card online payment issues:

    • The surcharge is not showing up on the closed-off invoice. MYOB's online payment software should automatically reconcile payments and provide a detailed record of transactions. If the surcharge isn't showing up, it might be a technical issue that needs to be addressed further.
    • Transactions that can't be matched: This could be due to a mismatch between the transactions in your bank feeds and the invoices in your MYOB software. It might be helpful to review the transactions and invoices to ensure they match correctly.

     

    Let me know if these steps don't resolve your issues. We're always happy to assist you further.

     

     

    Kind regards,

    Shella

    • Shella_A's avatar
      Shella_A
      MYOB Moderator

      Hi Nikesh,

       

      I hope this message finds you well today. I just wanted to follow up if you’re still encountering issues with the reconciliation of your bank feeds. We appreciate your patience and understanding in this matter. If you still need assistance with this, please don’t hesitate to reply, as we’re always delighted to assist you further.

       

       

      Kind regards,

      Shella

      • Nikesh's avatar
        Nikesh

        Hi Shella,

         

        No it's not been resolved and I've had the myob team advise on one of the issues which I understand.


        For the cheque account bank feed got duplicated and one has been cancelled while on credit card there are 2 feeds, 1 active and another one cancelled but I cannot use the active one as I can't change the account from the old to the new one.

         

        Other issue with bank feeds not matching couple of myob cc payments is with the bank feeds team to fix.

         

        These are small issues causing big problems for me.

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I have been trying to get hold of someone at MYOB to help me with the issues with Bank Feeds but itsnear impossible to get hold of anyone.

 

1. My first issue was CC transaction not coming through and that had to do with the bank supposedly and MYOB sent email to reset it again which I did but since my Cheque Account has stopped working. 

Looks like I had to resend authority form which I have just done so hopefully soon this is resolved.

2. Credit Card Online Payments - 2 issues

2.1 Once the customer has paid for this using myob online CC payment with the surcharge, the surcharge potion still doesn't show up on the closed off invoice which customers need.

2.2 Few of these payments transaction that have come through on bank feeds can't be matched with any transaction. These transaction are on the undeposited funds but just part of it, so the invoice amount and the tax potion of the surcharge but missing rest of the surcharge potion.

","body@stringLength":"998","rawBody":"

I have been trying to get hold of someone at MYOB to help me with the issues with Bank Feeds but itsnear impossible to get hold of anyone.

 

1. My first issue was CC transaction not coming through and that had to do with the bank supposedly and MYOB sent email to reset it again which I did but since my Cheque Account has stopped working. 

Looks like I had to resend authority form which I have just done so hopefully soon this is resolved.

2. Credit Card Online Payments - 2 issues

2.1 Once the customer has paid for this using myob online CC payment with the surcharge, the surcharge potion still doesn't show up on the closed off invoice which customers need.

2.2 Few of these payments transaction that have come through on bank feeds can't be matched with any transaction. These transaction are on the undeposited funds but just part of it, so the invoice amount and the tax potion of the surcharge but missing rest of the surcharge potion.

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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Bank Feeds + Bank Reconciliation","moderationData":{"__ref":"ModerationData:moderation_data:858461"},"body":"

Hi Nikesh,

 

Thanks for your post, and welcome to the Community Forum. I hope you find plenty of helpful information.

 

My apologies for the late response. We regret to hear about the issues you're experiencing with bank feeds and credit card online payments in MYOB. We appreciate your patience. Allow me to help and address these one by one. For the bank feeds issue, it seems you've already taken the correct step by resending the authority form.

 

Regarding the credit card online payment issues:

 

Let me know if these steps don't resolve your issues. We're always happy to assist you further.

 

 

Kind regards,

Shella

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Hi Nikesh,

\n

 

\n

I hope this message finds you well today. I just wanted to follow up if you’re still encountering issues with the reconciliation of your bank feeds. We appreciate your patience and understanding in this matter. If you still need assistance with this, please don’t hesitate to reply, as we’re always delighted to assist you further.

\n

 

\n

 

\n

Kind regards,

\n

Shella

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Hi Shella,

 

No it's not been resolved and I've had the myob team advise on one of the issues which I understand.


For the cheque account bank feed got duplicated and one has been cancelled while on credit card there are 2 feeds, 1 active and another one cancelled but I cannot use the active one as I can't change the account from the old to the new one.

 

Other issue with bank feeds not matching couple of myob cc payments is with the bank feeds team to fix.

 

These are small issues causing big problems for me.

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