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TIM17's avatar
TIM17
Contributing Cover User
3 months ago
Solved

bank feeds

I just set up bank feeds.  Can MYOB account right show open invoices in YOUR TRANSACTION side in bank feed window? or I have to process RECEIVE PAYMENT first, then closed invoices appear here for rec...
  • Genreve_S's avatar
    Genreve_S
    3 months ago

    Hi TIM17, 

     

    Totally get the confusion, this trips up heaps of folks when they first start with bank feeds. Bank feed lines don’t match directly to invoices; they match to the payment against the invoice.

    In AccountRight desktop: record a Receive Payment first, then match the bank feed line to that payment.

    In the browser: on the Bank transactions screen, you can select the open invoice, and it’ll create the payment for you, which the bank feed then links to.

     

    Regards,
    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
3 months ago

Hi TIM17, 

 

Totally get the confusion, this trips up heaps of folks when they first start with bank feeds. Bank feed lines don’t match directly to invoices; they match to the payment against the invoice.

In AccountRight desktop: record a Receive Payment first, then match the bank feed line to that payment.

In the browser: on the Bank transactions screen, you can select the open invoice, and it’ll create the payment for you, which the bank feed then links to.

 

Regards,
Genreve

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