Forum Discussion

Rocky8's avatar
Rocky8
Experienced User
9 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 inv...
Doreen_P's avatar
Doreen_P
MYOB Moderator

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

lena1's avatar
lena1
4 months ago

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.

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