Forum Discussion

cnsmx's avatar
cnsmx
2 years ago
Solved

Allocation of Funds

I have received funds, which are entered through banking/receive money but I can't allocate the funds to invoices created in sales/invoices.

 

Can someone please assist.

 

Nothing I have read or previously been told to do works.

  • Earl_HD's avatar
    Earl_HD
    2 years ago

    Hi cnsmx,

    Thanks for reaching out. If an invoice doesn't appear to be matched in Bank transactions, go to Invoices>>Create invoice payment and record the payment. You will then be able to match the payment transaction to the bank feed transaction in Bank transactions.

    Please do let me know how you go with this.
    Regards,
    Earl

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 years ago

    Hi cnsmx,

    Thanks for reaching out. If an invoice doesn't appear to be matched in Bank transactions, go to Invoices>>Create invoice payment and record the payment. You will then be able to match the payment transaction to the bank feed transaction in Bank transactions.

    Please do let me know how you go with this.
    Regards,
    Earl

    • cnsmx's avatar
      cnsmx
      2 years ago

      Thanks Earl, I have now got it worked out.  Thanks for your help!

      • Earl_HD's avatar
        Earl_HD
        MYOB Moderator
        2 years ago

        Hi cnsmx,

        You're very welcome. It's great to hear that your problem is now resolved, feel free to post again and one of us will be happy to assist you.

        Regards,
        Earl

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.