Earl_HD , I have the say issue as obz. Could you please explain the steps to "unallocate the automatched transaction"
Hi FW5,
Thanks for reaching out. To unallocate an automatically matched bank transaction, open the matched transaction and select Unmatch or Unallocate. You can also follow this guide for more information about working with bank transactions. If you need one-on-one help, our support team will be happy to assist. You can contact them through any of the support options on our Contact page.
Cheers,
Princess
Hi Princess_R, thanks for reply. Ok. That will not work in this situation. I have two invoices that were raised and one payment that was made. The invoices have "CR " payment that has been allocated and so are showns as paid. But the payment is unallocated in Banking Transactions.
Hi FW5,
Thanks for the update. What you’re seeing is generally expected with online invoice payments. When a customer pays online, the payment is first recorded automatically to Undeposited Funds. Once the funds settle, MYOB creates a bank deposit transaction in your transaction account. In this case, it looks like the bank deposit transaction wasn’t created successfully. Because the payment is linked to this process, it usually can’t be edited or deleted directly, which is why you’re seeing the error message.
In MYOB Business, you can try recategorising the payment to the correct account if the transaction is editable:
Alternatively, you can try these steps:
For further assistance, please get in touch with our Support team using any of the contact options on our Contact page.
Cheers,
Princess
