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 ...
Forum Discussion
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
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.
Hi Nikesh,
Thanks for your response.
My apologies for the late reply. I understand your frustration with these issues. We appreciate your patience with this. Let's try to address them one by one. For the issue with your check account and credit card transactions not coming through, it seems like you've already taken the necessary steps by resetting and resending the authority form.
Regarding the credit card online payment issues:
- 2.1 The surcharge not showing up on the closed-off invoice: This might be due to the settings of your online invoice payments. According to Online Invoice Payments, if you've activated customer surcharging for an invoice and the customer chooses to pay by credit card, the 1.8% card surcharge should automatically be applied. Please check if you've activated customer surcharging for your invoices.
- 2.2 Transactions that can't be matched with any transaction: This might be due to the settings of your bank feeds. You may check this out: Setting up bank feeds for more detailed information about the setup.
For the issue with bank feeds not matching a couple of MYOB credit card payments, it seems like the bank feeds team is already working on it.
Let me know if you still require further help with this.
Kind regards,
Shella
Hi Nikesh,
I hope this message finds you well today. I just wanted to follow up if you’re still encountering difficulties dealing with your bank feeds and bank reconciliation. 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.
Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this.
Kind regards,
Shella
Hi Nikesh,
I hope this message finds you well today. We have recently asked for updates dealing with your bank feed and bank reconciliation, but we have not received any response. We will be closing this thread now. If you encounter any further issues, please feel free to start a post again. We're delighted to assist you further.
Kind regards,
Shella
