Matching bank transactions not automatically matching

Hi Rocky8,

Thanks for your post, and my apologies for the late response. I recommend starting by clearing your browser cache. Additionally, you can refresh the system by toggling the relevant function off and on again.
 

Please ensure that the necessary bank transactions are available for matching in the bank feeds. Verify that the recorded transaction matches the date and amount of the bank transaction. Also, check whether transactions are not marked as reconciled in the reconciliation window. You can also visit this help article for more informational about: Matching bank transactions,

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
 

Regards,
Earl

Hi Earl

Thanks for your reply.

I have tried all of the things you have suggested but my transactions are still not automatically matching.

This has only been a problem since the lastest upgrade.

Are we the only ones having this problem or is this a glitch with the uprade??

Hi Rocky8,

My apologies for the late response. We haven't received any notifications from other users regarding this issue after the upgrade. Could you please verify that the transactions you are attempting to match haven't been reconciled or marked as checked in the reconcile accounts window? Doing so could potentially prevent the transactions from being matched.

Looking forward to your response.
Regards,
Earl

Hi Rocky8,

I would like to check if you're still having this issue? if so, feel free to post again and one of us will be happy to assist you.

Regards,
Earl

Hi Earl

Yes still having this issue and can't seem to contact anyone at MYOB for assistance.

Thanks

Hi Rocky8,

Thank you for providing the screenshot. In cases where there is no automatic match but there are potential matches available, you can manually perform the matching process. If no potential matches are found, you have the option to allocate the transaction to one or more MYOB accounts. Additionally, you can split a transaction between accounts or select multiple transactions and allocate them to the same account.
 

If none of these options apply to your situation, you may want to visit help sites such as myob.com/support or myaccount.myob.com to access MOCA, our virtual assistant. MOCA can provide immediate assistance for your queries. If MOCA is unable to assist, you will be automatically directed to our live chat team for further support.

Feel free to post again, we're happy to help!
Regards,
Earl

hi there, mine also don't match automatically since switching to premier. have tried all the above, and still does not match a bank feed to a bill entered. very annoying to have to manually do this.

regards,

Lena.

Hi lena1

I know it must be frustrating that after you have done the workaround provided above, the automatic matching of bank feed is still not working. Here are other things that you can check to make sure that automatic matches will work. 

• A bank transaction and MYOB transaction will be matched if they have the same date and amount. 

• The other reason for it not to auto-match would be if there are identical transactions in the software. Instead, you would match this transaction by clicking Possible match found to view the possible matches. 

• If you have ticked the Bank rule "Automatically match bank transactions to MYOB bills and invoices", it has helped others to toggle it off and on to refresh it. If you have tried this, I  would recommend reviewing your bank rules, to make sure nothing is doubling up and confusing the software's ability to auto match. 

Best regards,

Doreen

Hi Doreen, if i enter an invoice, with invoice date, and then i pay it a few days later directly from the bank account, it will then appear on the bank feed.  it won't match to the invoice as it is a different date.  is this correct?  this process used to match/or give possible matches. it doesn't now.

another issue is that duplicate bills aren't flagged.  so i can key the same bill in twice.  again, this used to come up saying its a duplicate.  very frustrating and it adds time to each task.