Forum Discussion

Member

3 years ago

Solved

Match Bill to Bank Transaction - Statement Text Error

I have created a bill and made a payment to the supplier. The payment appears on my bank feed and when I match the transactions I can find the bill and it balances to the cent. However, when I hit ...

bank transaction matching

MYOB Essentials

Genreve_S
3 years ago
Hi greg10

Thank you for posting.

As Victoria1975 suggested, we need to check on how your file was set up. This Help Article Managing linked accounts is useful in knowing more information about linked accounts.

What we could do is check the linked accounts for electronic payment and make sure they are on the electronic clearing account. After making sure that the Bank account for electronic payments is already on the electronic clearing account, we could try and match the bank transaction again.

If you need further assistance or the issue still persists. Feel free to reply to this thread.

Best regards

Genreve.

Victoria1975

Member

3 years ago

I'm not entirely sure of the answer to the question. My suggestion is there must be something in your settings. Either look at your Bank settings? OR look at the settings you have for the supplier you've made the bill to.

Genreve_S
MYOB Moderator
3 years ago
Hi greg10

Thank you for posting.

As Victoria1975 suggested, we need to check on how your file was set up. This Help Article Managing linked accounts is useful in knowing more information about linked accounts.

What we could do is check the linked accounts for electronic payment and make sure they are on the electronic clearing account. After making sure that the Bank account for electronic payments is already on the electronic clearing account, we could try and match the bank transaction again.

If you need further assistance or the issue still persists. Feel free to reply to this thread.

Best regards

Genreve.
- greg10
  Member
  3 years ago
  Hello VIctoria and Genreve,
  
  the linked account was the problem. It is now working.
  
  thanks again.
  greg
Princess_R
MYOB Moderator
3 years ago
Hi greg10

Thank you for letting us know. Great to hear that you've had that resolved.

Please feel free to post again if you need further assistance in the future.

Cheers,

Princess