Matching transactions
I create bills but when the bank feed comes up, MYOB doesn't not suggest matches of the bill payment amounts with bills already created. I have to choose match and then find the bill.
Forum Discussion
Hi MusicWM and Nicole_007
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, the MYOB transaction is the correct type (such as Spend Money) and there is no other identical transaction.
If you are not seeing possible matches, it would be because of one of the above reasons and that is why you are having to go into Match transaction and search for it manually.
Please let me know if you need further help.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
The transactions are not spend money, they are bills and MYOB should be able show close matches without going through 3 extra steps to find each transaction.
Xero manages to locate - MYOB should catch up.
