Forum Discussion

Rocky8's avatar
Rocky8
Experienced User
2 years ago

Transactions not automatically matching in bankfeed

Hello   Every since we were forced to upgrade, my matching transactions in the bank feed are not automatically matching.   I am having to manually match up every single transaction which is very ti...
Rocky8's avatar
Rocky8
Experienced User

Hi Genreve

 

Yes I do require further assistance please as I have checked both of things you have suggested and the transactions still aren't automatically matching up.

 

I have also tried different internet browsers (suggested to me by a previous MYOB moderator) but this does not make any difference either.

 

Thank you

Genreve_S's avatar
Genreve_S
MYOB Moderator
2 years ago

Hi Rocky8, 

 

Thanks for the response. 

 

To investigate this further, please send me the following information. 

  • Screenshot of the Banking > Find Transactions > Debits and Credits tab> Filter the date of the transaction.
  • Screenshot of Bank Transaction windows while Matching.
  • Screenshot of the Reconcile Accounts window.

We look forward to your response. 

 

Thanks,
Genreve

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi Rocky8, 

     

    I'm just following up on my previous message asking for screenshots to help figure out what's causing your issues with matching bank feeds.

     

    Let us know if you still require further assistance with this. 

     

    Thanks,
    Genreve

    • Rocky8's avatar
      Rocky8
      Experienced User
      2 years ago
      Genreve_S wrote:

      Hi Rocky8, 

       

      I'm just following up on my previous message asking for screenshots to help figure out what's causing your issues with matching bank feeds.

       

      Let us know if you still require further assistance with this. 

       

      Thanks,
      Genreve

      Hi Genreve

       

      Please see below showing the invoice amount of $95.17 and withdrawal of $95.17 yet no automatic match for this transaction.

       

      Thank you 

       

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator
        2 years ago

        Hi Rocky8, 

         

        Thanks for your response and the screenshot you've attached. 

         

        One factor that might affect the app's perception of the automatic match is if the bill/invoice has 3 decimal points and it rounded the amount to just 2 decimal points. If you've checked this and this is not the cause, please send us a screenshot of the Banking > Bank Rules window showing the option for automatic matching turned on, as we could use the screenshots to investigate. 

         

        Let us know the results of the testing. 

         

        Thanks,
        Genreve

         

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