It seems nearly everytime i get a customer paying by card, allocating in bank transactions is a different problem everytime! It really is a nightmare. Pretty much never automatically allocates and i ...
Thanks for your response and I'm sorry to hear that you don't have information regarding correcting this.
I apologize for the experience. Unfortunately, I won't be able to provide phone support or correct the setup on my end. Also, you haven't confirmed if the Undeposited Funds ledger account is the incorrect bank account. If it is an incorrect bank account, please follow these instructions.
To move the transaction from the undeposited funds to the correct bank account.
Open the Banking > Transfer Money window.
Choose the Undeposited funds for the "Bank Account From".
Choose the Correct bank account to the "Bank Account To".
Choose the correct date of transaction and input the amount of the transaction you need to transfer.
To correct the setup.
Click the name of the business (upper right corner of the screen).
Also, I recommend reading this article, Online invoice payments. As previously mentioned, this contains all information regarding how online invoice payments work.
Let us know if you require any further assistance.
Genreve_S latest reply worked re transferring to the correct account. After i did the transfer, i could then allocate to that trnasfer in Bank Transactions.
It still shouldnt happen though. The 'To correct the setup' suggestion in the same reply is already set to exactly mentioned...
Ha! No. MYOB must be the most hopeless company for customer service I've ever, ever used. The smartest thing hey have done with essentials is start us on $15 a month, then slowly creep it up to $60+ a month and have no export method, so you are locked in with them.
I can't believe I'm still using them. I like about four times a year at other options but it seems too hard. Maybe this will be what I achieve in 2024.
Thank you for the update. We are sorry to hear that you still have an issue with your credit card payment. For added information, when your customer makes an online payment, it will be recorded automatically in your file and the invoice will be closed. Credit card payments made on the same day will be grouped and deposited into the account you set up for online invoice payments. As this will be recorded automatically in your file, when the bank transactions come in, those payments can be easily matched. To match those transactions, kindly check out our Help Article: Online invoice payments, which has detailed steps and information on how to do this.
I hope this helps. Contact us again if you have other questions or concerns. We are happy to help.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Kind Regards,
Cel
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Card Allocation problems","id":"message:843149","revisionNum":1,"repliesCount":50,"author":{"__ref":"User:user:231673"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Bus-Banking"},"conversation":{"__ref":"Conversation:conversation:843149"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:843149"},"body@stripHtml({\"truncateLength\":200})":" It seems nearly everytime i get a customer paying by card, allocating in bank transactions is a different problem everytime! It really is a nightmare. Pretty much never automatically allocates and i ...","body@stringLength":"637","rawBody":"
It seems nearly everytime i get a customer paying by card, allocating in bank transactions is a different problem everytime! It really is a nightmare. Pretty much never automatically allocates and i have to muck around with it manually.
This time the customer has paid the invoice with their card yesterday, i got the email saying its been paid, MYOB shows the invoice is paid and has closed it, yet this morning i have the unallocated line in bank transactions.
I cant match it with the invoice because MYOB has closed the invoice!
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url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: 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Hi jmconsulting,
Genreve_S latest reply worked re transferring to the correct account. After i did the transfer, i could then allocate to that trnasfer in Bank Transactions.
It still shouldnt happen though. The 'To correct the setup' suggestion in the same reply is already set to exactly mentioned...
","body@stringLength":"372","rawBody":"
Hi jmconsulting,
Genreve_S latest reply worked re transferring to the correct account. After i did the transfer, i could then allocate to that trnasfer in Bank Transactions.
It still shouldnt happen though. The 'To correct the setup' suggestion in the same reply is already set to exactly mentioned...
Thanks for your response and I'm sorry to hear that you don't have information regarding correcting this.
\n
\n
I apologize for the experience. Unfortunately, I won't be able to provide phone support or correct the setup on my end. Also, you haven't confirmed if the Undeposited Funds ledger account is the incorrect bank account. If it is an incorrect bank account, please follow these instructions.
\n
\n
To move the transaction from the undeposited funds to the correct bank account.
\n\n
Open the Banking > Transfer Money window.
\n
Choose the Undeposited funds for the \"Bank Account From\".
\n
Choose the Correct bank account to the \"Bank Account To\".
\n
Choose the correct date of transaction and input the amount of the transaction you need to transfer.
\n\n
To correct the setup.
\n\n
Click the name of the business (upper right corner of the screen).
Also, I recommend reading this article, Online invoice payments. As previously mentioned, this contains all information regarding how online invoice payments work.
\n
\n
Let us know if you require any further assistance.
\n
\n
Thanks,
\n
Genreve
\n
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Ha! No. MYOB must be the most hopeless company for customer service I've ever, ever used. The smartest thing hey have done with essentials is start us on $15 a month, then slowly creep it up to $60+ a month and have no export method, so you are locked in with them.
I can't believe I'm still using them. I like about four times a year at other options but it seems too hard. Maybe this will be what I achieve in 2024.
Thank you for the update. We are sorry to hear that you still have an issue with your credit card payment. For added information, when your customer makes an online payment, it will be recorded automatically in your file and the invoice will be closed. Credit card payments made on the same day will be grouped and deposited into the account you set up for online invoice payments. As this will be recorded automatically in your file, when the bank transactions come in, those payments can be easily matched. To match those transactions, kindly check out our Help Article: Online invoice payments, which has detailed steps and information on how to do this.
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I hope this helps. Contact us again if you have other questions or concerns. We are happy to help.
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