Forum Discussion

Charmaine3's avatar
Charmaine3
11 months ago

Unable to match bank feeds for credit card transactions

Hi,   As of the 5th April the MYOB credit card payments are not automatically being allocated to the Undeposited funds account. The invoices are being closed when the payment is automatically alloc...
Doreen_P's avatar
Doreen_P
MYOB Moderator
11 months ago

Hi Charmaine3,

 

Thanks for your post, and welcome to the MYOB Community Forum.

 

For us to further assist you with your concern, kindly confirm the following questions:

 

  • Are you doing this on the desktop or in the browser?
  • Where are the payments for the closed invoices recorded?
  • Are both invoice payments and surcharges recorded against the same bank?
  • Were there any changes to their linked accounts before these happened?

This will help me in assisting you efficiently. I'm looking forward to you response.

 

Best regards,

Doreen

  • Charmaine3's avatar
    Charmaine3
    11 months ago

    Hi Doreen,

     

    Thank you for your response!

     

    When I opened my desktop app yesterday the entries had disappeared from my bank feed? Very strange as they have been unresolved for 2 weeks!

     

    It all now seems to be working correctly. My current payments are being allocated without problems!

     

    Regards

    Charmaine

    • Doreen_P's avatar
      Doreen_P
      MYOB Moderator
      11 months ago

      Hi Charmaine3,

       

      Wow! That's really great. I'm glad to hear that everything is back on track now. Please feel free to create a post again if you encounter issues in the future.

       

      Best regards,

      Doreen

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