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Trent_H123's avatar
Trent_H123
Experienced Cover User
23 days ago

Allocation and Reconciliation

I've been with MYOB for a long time unfortunately.  Now they seem to have adopted AI to allocate bank transactions on my behalf.  Problem is, they are wrong with their allocations, as my transactions do vary with the same suppliers (some are materials, some are tools for example).

 

This bothers me because I need to go looking for the error, rather than allocating it correctly myself in the first place.

 

So, where as before I would not allow an error to happen, now I have to go looking for an error, so it is untrustworthy and risky.

 

Am I incorrect about this?  MYOB don't answer to my support questions.  

2 Replies

  • Trent_H123's avatar
    Trent_H123
    Experienced Cover User
    23 days ago

    Sorry.  I'll reply to myself as I've just read recent posts and it all says the same thing.

     

    MYOB, it's 2026.  Haven't had time to get it right yet?  

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    17 days ago

    Hi Trent_H123, 

     

    I can see how that delays your process, especially if the same supplier can be used for different types of purchases.

     

    Yes, you can switch off Automatch to categories. You can read through this help article for checking those matching settings:
    Matching bank transactions

     

    So if the issue is the automatic category matching, that’s the part you can turn off and go back to reviewing those transactions yourself.

     

    Regards,
    Genreve

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