Forum Discussion

HTMVentures's avatar
HTMVentures
Contributing User
3 years ago
Solved

Matching multiple bank feed receipts

Good Morning,

 

How do you match several credit card transactions in MYOB which show on the bank feed as one total?

 

Jenny

  • Melisa_D's avatar
    Melisa_D
    3 years ago

    Hi HTMVentures, 

     

    Thanks for clarifying that. Our Help Article Matching a bank feed to multiple transactions has information on how this can be done in AccountRight, If you don't use the electronic payment or bank deposit features for these payments, and a bank feed transaction relates to multiple AccountRight transactions, you'll need to hide the bank feed transaction then manually reconcile the AccountRight transactions.

     

    Do let me know if you have any further questions.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users to find this information.

4 Replies

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  • Melisa_D's avatar
    Melisa_D
    Former Staff
    3 years ago

    Hi HTMVentures, 

     

    Thanks for clarifying that. Our Help Article Matching a bank feed to multiple transactions has information on how this can be done in AccountRight, If you don't use the electronic payment or bank deposit features for these payments, and a bank feed transaction relates to multiple AccountRight transactions, you'll need to hide the bank feed transaction then manually reconcile the AccountRight transactions.

     

    Do let me know if you have any further questions.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users to find this information.

  • HTMVentures's avatar
    HTMVentures
    Contributing User
    3 years ago

    Thanks Melisa,

    I used the bank deposit feature - worked a treat.

    Kind Regards and Happy New Year

    Jenny Barber

  • Melisa_D's avatar
    Melisa_D
    Former Staff
    3 years ago

    Hi HTMVentures, 

     

    Thanks for your post. To clarify, are you trying to match several transactions entered into your MYOB software to the 1 bank feed transaction ?

  • HTMVentures's avatar
    HTMVentures
    Contributing User
    3 years ago

    Thanks for responding Melisa.

    That is correct.  I have four Visa card receipts in MYOB which show as one total on the bank feed.

    Cheers,

    Jenny

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