Bank feeds in AccountRight

Hey Margriet,

Thanks for laying out all the details. It’s a curly one when the bank feed won’t budge, especially with split payments and everything matching in your records. To help you with this, here's a link for matching bank feed transactions. If this doesn’t quite sort out your concern, or your screen still refuses to clear, it’s probably a good shout to reach out to our team. This way, they can dive deeper and get it working the way you need. You can reach them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.

Cheers,

Doreen

Hi Sheila,

How do I solve this bank feed problem:

Two invoices from creditor $1481.20 and $246.10 total 1727.30 paid in one remittance.

Through internet banking paid as the two separate amounts (creditor's request).

Bank statement and calculated balance match

Bank feed does not recognise the transaction so I cannot clear the screen.

The only option seems to be to delete the payment from the "pay bills" screen, but that would leave the two invoices showing "unpaid".

Help please.

Thanks,

Margriet

Hi Sheila_A,

Thank you, that is sorted. Can you please also let me know how to bring my credit card account up to date, as I have no facility to convert statements from before bank feed started from PDF to QIF or OFX format. Do I have to enter transactions one by one?

Regards,

Margriet

Hi Margriet​,

If your recurring transaction isn't showing in the list, you'll need to create a new recurring transaction for it in AccountRight. Check this handy link on how recurring transactions works in MYOB. As for matching transactions with outstanding invoices paid via accounts payable, it can get a bit tricky in AccountRight compared to Xero. If you're having trouble with that, give our Live Chat team a buzz via our virtual assistant, MOCA or by submitting a support case via MyAccount so they can dive into your setup with you and help sort it out.

Cheers,

Shella