Bank rules not working
My bank rules are no longer working as of 2 days ago. I'm having to manual match bank transactions - but it appears to be working sometimes and not others.
Does the bank feed upgrade have anything to do with this?
Forum Discussion
2 Replies
Hi TC1808,
That's odd; the bank feed upgrade shouldn’t stop bank rules from working.
I recommend opening an affected rule, clicking Save, and then refreshing Bank transactions. Also check that automatic allocation using bank rules is turned on.
Rules only apply to new or unmatched transactions. More info:
https://www.myob.com/au/support/myob-business/banking/bank-feed-rules
If it’s still happening, don't hesitate to get in touch with MYOB Support so we can check the file. You can do this by creating a ticket in My Account or connecting to our live chat team through MOCA, our virtual assistant.
Regards,
GenreveHi Genreve_S
I tried your suggestions but they didn't work. I also double checked that all the conditions were still valid and nothing had changed there.
The upgrade may not have been responsible, but it just seemed like too much of a coincidence.
I will contact MYOB Support (although based on previous experience if I hear anything within a month) or try contacting the live chat team.
Thanks for trying to help.
