Forum Discussion

jay15's avatar
jay15
Contributing User
10 months ago
Solved

MYOB Business: Bank Rule Matching not always working

Hi I have set up a number of bank rules in MYOB Business.  Some work most of the time, but there are a few regular ones that wont trigger a match.   If I go into the rule setting (and dont change a...
  • Celia_B's avatar
    Celia_B
    10 months ago

    Hi jay15, 

     

    Thank your for getting back to us and providing an update on the issue. 

     

    I understand that this is frustrating on your end and that you always need to re-save each rule. Please accept our apologies for the inconvenience this has caused you. However, by default, MYOB Essentials will auto-match a transaction if there is one exact match available. You might want to turn this off if you have a lot of transactions for the same amount, or if you find transactions often incorrectly auto matched.   

     

    You can check on this Help Article: Managing Rules for more information. 

     

    If you need further assistance with this, feel free to post again. We're happy to assist you. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Best Regards, 

    Cel

     

jay15's avatar
jay15
Contributing User

Hi - I am using MYOB BUSINESS - all browser based.

Celia_B's avatar
Celia_B
MYOB Moderator
10 months ago

Hi jay15,

 

We just wanted to follow up on your concern. May I know how you go about the issue? We simply wanted to ensure that we addressed the issue correctly. And if you need more support with this or in the future, please post again. Alternatively, you can send us a Private Message. We are delighted to assist you. 

 

Thanks, 

Cel

 

  • jay15's avatar
    jay15
    Contributing User
    10 months ago

    still not working.

     

    when a rule doesnt match, I have to go into saved rules settings, open the rule, click save, then it matches.

    • Celia_B's avatar
      Celia_B
      MYOB Moderator
      9 months ago

      HI jay15, 

       

      We simply want to follow up on your concern. We want to ensure that we addressed the issue correctly. Let us know if the issue is resolved, or if you need further assistance with this, please reach out to us anytime. We are happy to assist.  

       

      Thanks, 

      Cel