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.

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.