Clearing Eftpos from Bank Feed
At the end of each day, the received eftpos payments are all combined by my bank and appear on the feed as one transaction. As the payments are already assigned to invoices from multiple customers, h...
Forum Discussion
Hi Flowtek15
Thanks for your post. In Bank transactions click on the expand arrow for the eftpos deposit>>click Match transaction and select the payment transactions included in that bulk deposit>>Save.
The Help Article, Working with bank transactions, has detailed information.
Please let me know if you need further help.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Hi Tracey_H , MYOB will not allow me to select multiple transactions for the eftpos deposit when I use the "Find" button, is there another way I can do this?
Hi Flowtek15
My apologies, as you posted on the MYOB Business board I provided information for that product. Checking the account linked to your Forum log in you're using AccountRight.
In AccountRight you will need to allocate payments to the Undeposited funds account and process Prepare Bank Deposit transactions. The following Help Articles have information on this process:
Matching a bank feed to multiple transactions
Please let me know if you need further help.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Hi Tracey_H , apologies for entering this in the wrong section.
However this method will not work as the Bank Feed transaction covers multiple customers, rather than trying to deal with multiple customer payments as the linked page suggests.
At the end of every day, the Eftpos payments appear as one lump amount in my bank feed. Although the relative invoices have already been marked as paid, I still need to clear the transaction from my bank feed, otherwise the feed will be full of these eftpos payments.
If there is not a way to split the lump sum and assign it to multiple customers/invoices, is there a way to delete them from my Bank Feed? As technically they are not necessary.
