Forum Discussion

Rocky8's avatar
Rocky8
Experienced Cover User
4 months ago

Matching bank transactions not automatically matching

Ever since we had to upgrade to the latest version of MYOB, my matching bank transactions are not automatically matching.  I have turned on the 'auotmatically match bank transactions to bills and invoices' under banking rules but it has not made any difference.

 

I am now having to go through our transactions every day and match every single one manually. 

 

I have contacted MYOB three times about this but we still don't have a solution.

 

Even when the date of the payment is the exact same date of the invoice it is still not matching.

 

Could you please help.

7 Replies

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  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    4 months ago

    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

    • Rocky8's avatar
      Rocky8
      Experienced Cover User
      4 months ago

      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??

       

       

      • Earl_HD's avatar
        Earl_HD
        MYOB Moderator
        4 months ago

        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

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