Forum Discussion
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:
- Ensuring that the bank account the transaction came in on is the same that listed on the bank account of that customer payment
- The payment transactions have similar dates and amounts to that of the bank transaction
- The transaction is listed in the Banking>>Reconcile accounts window for that account and it is not ticked.
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.
- Twincreative2 years agoExperienced Cover User
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.
- Steven_M2 years agoFormer Staff
HI Twincreative
Can you provide us with those screenshots as requested as we can investigate the situation in more detail.
- Twincreative2 years agoExperienced Cover User
Regardless of which transaction option I choose that invoice will not show up
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