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KHC19's avatar
KHC19
Experienced User
12 days ago

turn off automatic matching

I don't know where else to post this, so let's try here.  My bank feeds are fine but it doesn't matter how often I turn OFF Automatch in Rules, MYOB Business keeps automatching my transactions!  Even...
KHC19's avatar
KHC19
Experienced User
8 days ago
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Thank you, Princess.    Where do I turn off the "categorising settings"?  

Isaiah_C's avatar
Isaiah_C
MYOB Moderator
8 days ago
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Hi KHC19,

 

 There's no option to turn off categorising in MYOB Business, that's only available in AccountRight when accessed in a browser. However, you can turn off the 'Automatically match bank transactions to MYOB bills and invoices' option by going to Banking > Bank rules.

 

If you still need help, it's best to reach out to our live chat support through our virtual assistant MOCA or submit a case via MyAccount.

 

Regards,

Sai

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matching","id":"message:890901","revisionNum":2,"repliesCount":3,"author":{"__ref":"User:user:197696"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Bus-Banking"},"conversation":{"__ref":"Conversation:conversation:890901"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:890901"},"body@stripHtml({\"truncateLength\":200})":" I don't know where else to post this, so let's try here.  My bank feeds are fine but it doesn't matter how often I turn OFF Automatch in Rules, MYOB Business keeps automatching my transactions!  Even...","body@stringLength":"381","rawBody":"

I don't know where else to post this, so let's try here.  My bank feeds are fine but it doesn't matter how often I turn OFF Automatch in Rules, MYOB Business keeps automatching my transactions!  Even when I \"unmatch\" each individual transaction, it automatically automatches almost instantly!  How do I stop this from happening - permanently?  Thank you.

","kudosSumWeight":0,"postTime":"2025-03-20T16:20:32.247+11:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:890901_2"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":29},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[]},"Conversation:conversation:890901":{"__typename":"Conversation","id":"conversation:890901","solved":false,"topic":{"__ref":"ForumTopicMessage:message:890901"},"lastPostingActivityTime":"2025-03-24T11:28:40.856+11:00","lastPostTime":"2025-03-24T11:28:40.856+11:00","unreadReplyCount":3,"isSubscribed":false},"ModerationData:moderation_data:890901":{"__typename":"ModerationData","id":"moderation_data:890901","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"Revision:revision:890901_2":{"__typename":"Revision","id":"revision:890901_2","lastEditTime":"2025-03-20T16:20:32.247+11:00"},"ForumReplyMessage:message:891021":{"__typename":"ForumReplyMessage","id":"message:891021","conversation":{"__ref":"Conversation:conversation:890901"},"author":{"__ref":"User:user:295370"},"revisionNum":1,"uid":891021,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Bus-Banking"},"subject":"Re: turn off automatic matching","readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:891021"},"parent":{"__ref":"ForumReplyMessage:message:891008"},"body":"

Hi KHC19,

\n

 

\n

 There's no option to turn off categorising in MYOB Business, that's only available in AccountRight when accessed in a browser. However, you can turn off the 'Automatically match bank transactions to MYOB bills and invoices' option by going to Banking > Bank rules.

\n

 

\n

If you still need help, it's best to reach out to our live chat support through our virtual assistant MOCA or submit a case via MyAccount.

\n

 

\n

Regards,

\n

Sai

","body@stringLength":"1116","rawBody":"

Hi ,

\n

 

\n

 There's no option to turn off categorising in MYOB Business, that's only available in AccountRight when accessed in a browser. However, you can turn off the 'Automatically match bank transactions to MYOB bills and invoices' option by going to Banking > Bank rules.

\n

 

\n

If you still need help, it's best to reach out to our live chat support through our virtual assistant MOCA or submit a case via MyAccount.

\n

 

\n

Regards,

\n

Sai

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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Thank you, Princess.    Where do I turn off the \"categorising settings\"?  

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Thank you, Princess.    Where do I turn off the \"categorising settings\"?  

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