Solved
customer payments
ive noticed that some customers are making payments on invoices and those payments are not landing in my linked bank account. mostly the ones useing the pay by option.
they have produced the payment recipt so i know its been paid. the invoice views as overdue and sends reminders as they havent been logged as paid.
where is the money going?
been with myob many years but not a pro at this computer stuff so forgive my ignorance.
Hi Danielhouston,
To access the undeposited funds account in MYOB, follow these steps:
- Go to the "Banking" menu.
- Select "Prepare Bank Deposit."
- Here, you will see the undeposited funds listed, and you can manage them accordingly.
To configure auto-allocate:
- Go to the "Bank Feeds" section.
- Click on "Manage Rules."
- Set up or edit rules to automatically allocate transactions based on your preferences.
You may also check this help article about undeposited funds and matching bank transactions for more details.
Cheers,
Shella
