Smart reconciliation how to unallocate automatch?

To be honest - I've just come across this issue with the auto or smart reconciling.  The AI system continually picks up a paid invoice from 11 months ago (JUL25) in last months (May26) reconciliation and will not allow me to unallocate the auto-match thus causing an out of balance issue.  It's taken me an hour or two of swearing and threatening to throw my computer out the front window to finally get an option to turn off the "smart reconcile" that is obviously not very smart in the first case.  

Can I make a suggestion - STOP MESSING WITH THE SYSTEM!  Your AI makes a mistake, its OUR arses on the line with the ATO.  I've never been a fan of AI to begin with, now I actually HATE it.  Some of us smaller businesses prefer to manually match against the bank statement, not just think the "system has it sorted" and suddenly the ATO is on your arse.  

Hi russellhb,

You’re right to want those EFTPOS bank feed lines to stay unallocated so you can line them up with your calendar and invoicing system. Smart Reconciliation doesn’t have a setting to treat EFTPOS-labelled transactions differently or a rule that keeps specific lines unallocated, so they’ll still be picked up based on their history. If you need them to stay under Unallocated, you can turn off auto-matching. Make sure to check this link about matching bank transactions for more info.

Cheers,

Doreen

Hi PLButchers, 

Thanks for sharing this, I can understand why that’d be frustrating.

If Smart Reconciliation has matched the wrong transaction and won’t let you clear it, the best step for now is to switch off auto-matching so MYOB stops applying those matches automatically.

If that transaction is still stuck as matched and can’t be unticked, It's best to reach out to our support team so they can check what's causing it. You can reach out by creating a ticket in My Account or connecting with our live chat team through MOCA, our virtual assistant. 
 

We appreciate you raising this. If you'd like to suggest a change to how this works, the Ideas Exchange board would be the best place to post it, especially for requests like leaving some transactions unallocated for manual reconciliation.

Regards,
Genreve

How do we switch off auto-matching?

It is getting it wrong, but MYOB don't want to help.

I don't really want to risk switching it back on to show you - but it was up in the right hand corner of the screen under your business name.