Hi mmm2,
Thank you so much for your post and welcome to the Community Forum! I'm sorry to hear that you are having issues when allocating bank feeds. I really appreciate your patience and understanding about this issue, and I do apologize for the delayed response.
The issue that you're having can be fix by following these steps:
Enter Payment Manually:
- When you receive a credit card payment, manually enter the payment This involves creating a new payment transaction and linking it to the corresponding invoice. Ensure that you provide all the necessary details, including the payment method (credit card), amount, and invoice reference.
Apply Payment to Invoice:
- Link the payment to the correct invoice by selecting the invoice in the payment transaction. This step ensures that the payment is correctly allocated to the invoice.
Review and Match Transactions:
- After manually entering and applying the payment, review your bank feeds and transactions to ensure they match. If you see both the payment and the corresponding invoice, you can match them to reconcile your records.
Address Surcharge (if applicable):
- If a surcharge is applied to credit card payments, ensure that it's correctly recorded in MYOB. You may need to create a separate expense transaction to account for the surcharge.
We also recommend have manual control over payment allocation to avoid issues with unallocated funds and ensure accurate financial records.
Regards,
Earl
