payroll payment in bank transation match fuction not working

Hi, Josephzhang

Thanks for your post, and welcome to the MYOB Community Forum.

Regarding your concern about automatic matching of transactions, you can always create bank rules to have the automatic match. To do this, please see the Help Article: Creating rules. For your concern about duplicated transaction, let us know how did you match those transactions? This will help us identify the issue to assist your further.

Best regards,

Doreen

Hi, Josephzhang

We recently requested additional information regarding how you matched the transactions. Please let us know if you're still in need of assistance. We are here to help you!

Best regards,

Doreen

Hi, Josephzhang

Given that we haven't received any updates from you, we're going to proceed with closing this case for the time being. However, if you require further assistance, feel free to create a new post at any time. We're always ready to lend a hand!

Best regards,

Doreen

Hi Josephzhang,

Thank you for the update. We're delighted to hear that you've found a solution to your inquiry. Please feel free to start a new post again whenever you need help in the future.

Cheers,

Princess

I have this problem also. I have 2 companies. In the first company the salary payment bank transactions automatically match to the payroll items but in the second company it will not do this.

Seems like an error in MYOB and manually matching as suggested here is a cop-out. I should not have to do this.

Hey XX2,

You’re spot on that salary payments should match up automatically, but in MYOB it all comes down to a particular setting, nothing dodgy or broken with the system. Here's what you can do for your second company to auto match the transactions:
 

• Go to Setup.
• Click Preferences.
• Select Banking tab.
• Make sure “Auto-approve bank transactions matched to MYOB transactions” is ticked.

Once that’s done, payroll payments should line up automatically, no more manual wrangling needed.

Cheers,

Doreen

Thanks for your help but I need a more detailed instruction. I can see Settings but no Setup.

Where is "Setup" found?

I can't see it anywhere in my screen. 

Hey XX2​ 

I've attached a screenshot below, hope that helps. It's on the top taskbar above your command centre.

So I am using MYOB Essentials Accounting + Payroll. When I log in all I see is a Dashboard that says Good morning. I don't have a top menu or a command centre. All I have is a side menu with Sales, purchases etc and a button on the top right of the screen labeled "Settings". If I click on the company name in the top right corner of the screen it has an option of "My account".