Forum Discussion
Yanike_S
3 years agoMYOB Staff
Hi james_mcm
Thanks for your post. By default, MYOB will automatically match a transaction to an invoice if there's an exact match available. If this is not working for you and you would still like to set up a rule, please follow these instructions: Creating rules.
If this is still not working for you, could you upload a screenshot of the bank rule and one of an invoice that should have been picked up?
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