Forum Discussion

ms4's avatar
ms4
Experienced User
3 years ago

how to stop automatically allocating payments- too many errors

Hi, how can i turn off auto allocations of payments to invoices? it constantly incorrectly identifies invoices and incorrectly attributes payments, so that i dont see that certain invoices are in fa...
CloverQ's avatar
CloverQ
Former Staff
3 years ago

Hi ms4 

 

In MYOB Business you can turn off automatic allocate/match via Banking > Bank Rules.

 

I'd like to mention that if you haven't tried it already, it's worth exploring the option of creating bank rules to help better allocate/match transactions, this Help page will provide you with more details should you be interested: Matching bank transactions.

 

If you have any further questions please feel free to reach out.