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EM83's avatar
EM83
Member
2 months ago
Solved

BANK FEED MATCH TO EXISTING RECORDS DEBITS AND CREDITS

Hi, I would like to know how I can match existing records to a bank feed withdrawal that is made up of multiple invoices from different suppliers as well as a credit from one supplier. Approx 20-30 s...
  • Earl_HD's avatar
    Earl_HD
    2 months ago

    Hi EM83,

    Thanks for providing the details. You can ese Electronic Payments so MYOB creates one grouped transaction that equals the third‑party withdrawal, and make sure the credit has been applied before that. Please see this help page for detailed guidance : Matching bank transactions to grouped electronic payments

    Make sure you record each bill payment  as a electronic payment Electronic. 
     

    You can also reach out to our support team for more assistance. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount.

    Regards,
    Earl

Earl_HD's avatar
Earl_HD
MYOB Moderator
2 months ago

Hi EM83,

Thanks for providing the details. You can ese Electronic Payments so MYOB creates one grouped transaction that equals the third‑party withdrawal, and make sure the credit has been applied before that. Please see this help page for detailed guidance : Matching bank transactions to grouped electronic payments

Make sure you record each bill payment  as a electronic payment Electronic. 
 

You can also reach out to our support team for more assistance. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount.

Regards,
Earl

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