Matching bank transaction feature changed?
I notice that the match transaction feature has been changed. Previously it would automatically reveal invoices/bills of the same amount, regardless of the date differences between the bank transacti...
Forum Discussion
Hi yobers
Thank you for your post.
When you receive a bank feed, MYOB tries to automatically match transactions from your feed with existing MYOB transactions. A bank transaction and MYOB transaction are matched if they have the same date and amount and the MYOB transaction is the correct type. I would suggest manually matching these if it's not the same dates.
You can disable automatic matching or you can create a new bank rule that applies to your transactions (Banking >> Bank Rules). If you're not seeing any of your transactions, you can check Reconcile Accounts if they are ticked in there. You can then untick it and try to match it again.
These Help Articles have more information on matching transactions:
Please feel free to post again. I'm happy to assist further.
If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.
