Hi Twincreative
Depending on the payment method and when the payment was processed by the customer it can take up to 1-2 business days for that payment to appear in your bank account.
From an MYOB Business point of view, when that invoice is paid by the customer using an online payment method, the system will generate the necessary customer payment transaction thus closing the invoice off. When that bank transaction has come through in your feeds/statement you can match the payments using the Match functionality. Unsure of what settlement payment included what invoices? Use the Online invoice payments report (Reporting>>Reporting>>Online invoice payments -- Transaction details report).
Hi Steven,
This is understandable. Where the issue occurs is in MYOB Matching / Allocating those payments from the already matched transcactions do not show up thus not allowing me to close off / match / split the MYOB bulk payment.
Hi Twincreative
As the payment transaction is automatically generated you would be looking for that payment to match the bank transactions to. As such, I would be making sure that you are selecting the Match transactions tab from the bank transaction. You will probably be in the Show: All transactions window, where you can pick the transactions that make up that bank transaction.
If you are not seeing those payment transactions I would be checking the following:
Should those be correct, getting a screenshot of the bank transaction and that of a payment transaction that is not showing along with the Reconcile accounts window for that account would be ideal for further investigation.
Yes, you are correct thats how it should work.
Highlighted again - the MYOB bulk payment cannot be split up, allocated or matched as they do not appear in the allocated transaction list even though the online customer payments have matched up with their invoices.
