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leigh_eck's avatar
leigh_eck
10 months ago

Bank Reconciliation page, not bringing through transactions coded in bank transactions page

Hi,
My client has recently been moved from MYOB AR to MYOB Business and therefore is now struggling to navigate the browser version only.

We have also recently discovered an issue with the Bank Reconcilation page where the transactions coded on the 'Bank Transactions' screen (with the use of bank feeds), are not coming through to the 'Bank Reconciliation', which means we cannot reconcile her accounts.
This seems to have affected a month window of data.

When I unreconciled the transactions and recoded them again, they came through but this should not be happening in the first place.
Can you advise if there is an easier way to correct this?

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    9 months ago

    Hi leigh_eck,

     

    Thank you for your post and your patience in waiting for a response.

     

    Generally, once you've selected the correct account where transactions are coded, the transaction list should display under the reconciliation window. However, if this isn't happening on your end, it could be a complex issue that requires further investigation. This includes providing screenshots of the steps you've taken and the account you're trying to reconcile.

     

    With this in mind, we recommend reaching out to our virtual assistant, MOCA, on our website for a prompt response. Don't worry if MOCA can't provide the help you need; our live chat team is just around the corner to pick up where MOCA left off. Additionally, you can submit a support request via myaccount.myob.com.

     

    Feel free to post again if you need help in the future.

     

    Cheers,

    Princess

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