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Carly22's avatar
Carly22
Experienced User
2 months ago
Solved

Reconciling an unrecognised electronic payment

Hello,   Last week I created an electronic payment to multiple suppliers. Normally when I do this, the bank feeds shows a Possible Match, which I select and the payment is allocated.    This time...
  • Isaiah_C's avatar
    Isaiah_C
    2 months ago

    Hi Carly22,

     

    Thanks for the screenshot! Based on what I see, try clicking the arrow beside the 'Allocate Me' button to check if there's a possible match. If the issue persists, it's best to reach out to our live chat support through our virtual assistant MOCA or submit a case via MyAccount for further assistance.

     

     

    Regards,

    Sai

Carly22's avatar
Carly22
Experienced User
2 months ago

Thank you for that Shella.

 

Can you please let me know how to adjust the date range in our bank transaction match settings? I can't find where to make this adjustment.

Shella_A's avatar
Shella_A
MYOB Moderator
2 months ago

Hi Carly22,

 

To adjust the date range in your bank transaction match settings in MYOB, follow these steps:

 

  • Go to the "Bank Transactions" section in your MYOB software.
  • Look for the option to filter or search transactions.
  • You should see fields to set the date range for the transactions you want to view or match. See screenshot below for reference.
  • Adjust the start and end dates to your desired range.
  • Apply the filter to update the transaction list based on the new date range.

 

 

 

Cheers,

Shella

  • Carly22's avatar
    Carly22
    Experienced User
    2 months ago

    Oh! In the search filters. The filters are currently set to 1/10/24 - 5/2/25. That's how I can see the bank transaction.

     

    MYOB isn't giving me the Possible Match option to connect the transaction to the electronic payment file as it normally would.

    And given that I'm trying to connect it an electronic payment file, it doesn't show in the supplier options to potentially match it to.

    • Isaiah_C's avatar
      Isaiah_C
      MYOB Moderator
      2 months ago

      Hi Carly22,

       

      Thanks for the screenshot! Based on what I see, try clicking the arrow beside the 'Allocate Me' button to check if there's a possible match. If the issue persists, it's best to reach out to our live chat support through our virtual assistant MOCA or submit a case via MyAccount for further assistance.

       

       

      Regards,

      Sai

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