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JoanEllen's avatar
JoanEllen
Experienced User
7 days ago
Solved

Turned off Bank rules, automatch but this didn't work

Hello   I now have 50 or so bank transactions, all entered by MYOB. Is there any way I can do a bulk deletion of all of these transactions that I didn't want entered in the first place?   Do I ha...
  • Isaiah_C's avatar
    Isaiah_C
    6 days ago

    Hi JoanEllen,

     

    Thanks for explaining that so clearly. Yes, you’ve got it right. If you’re not using bank feeds and only want those recurring transactions there as templates to save time, then changing them to Never is the correct fix. That stops MYOB Business from automatically recording them for you. What happened here is that the recurring transactions were set on a schedule, so MYOB treated them as transactions to be auto-created, rather than just templates to pull in manually when needed. 

     

    Regards,

    Sai

Isaiah_C's avatar
Isaiah_C
MYOB Moderator
6 days ago

Hi JoanEllen,

 

Thanks for raising this. I can see why that’d be confusing. If you’re asking about bulk deletion, there isn’t a self-serve bulk delete option on the Bank transactions page. If you mean removing bank feed lines in bulk, you’ll need to contact support to discuss that. Also, support can only bulk delete transactions that are still unallocated or uncategorised. If any of them have already been matched or categorised, they’d need to be unmatched or uncategorised first.

 

Turning off automatch stops MYOB from automatically posting new matches, but you can still see suggested matches on the Bank transactions page. Those suggestions won’t do anything unless you approve them. If some transactions were already matched before you turned the setting off, you’ll need to unmatch those first, then match or categorise them again manually. You can also unmatch multiple transactions if needed. It’s also worth checking your Bank rules, just in case there’s an active rule still helping drive those matches. For a quick check, go to the Bank transactions page, click the three dots, and make sure Match to MYOB records is turned off. If that setting is off, MYOB should stop automatically matching new transactions. When you’re ready to reconcile, work through the unreconciled transactions up to your statement date and make sure the closing balance matches before finishing.

 

If you’ve already turned that setting off and brand new transactions are still being auto-posted, reach out to our live chat support through our virtual assistant, MOCA, or submit a case via My Account and we can take a closer look.

 

These help pages step through it nicely:

 

Regards,

Sai

  • JoanEllen's avatar
    JoanEllen
    Experienced User
    6 days ago

    Thank you Sai, I think you have solved this.

     

    We don't use bank feeds at all. All reconciling is done manually by me, and it has been a nightmare as I didn't understand where all the extra transactions were coming from. We've always used AccountRight offline.

     

    I thought yesterday disabling bank rules, automatch was the fix, but it seems I need to manually change each saved recurring transaction to NEVER, is that right?

     

    I'm new to MYOB Business and have been floundering trying to learn this. I had set up a lot of transactions as recurring - Spend Money as well as invoicing, but my intention was just to be able to enter the recurring transaction to save time (as you would in AccountRight). I didn't know that I shouldn't have set up a weekly cycle as MYOB just assumed I wanted MYOB to automatically enter these transactions. (Why would it assume this?) So I am now changing the frequency of all these recurring transactions to NEVER. Is this correct? Please reply Sai so I can indicate to others in the same situation that this is the fix.

     

     

    • Isaiah_C's avatar
      Isaiah_C
      MYOB Moderator
      6 days ago

      Hi JoanEllen,

       

      Thanks for explaining that so clearly. Yes, you’ve got it right. If you’re not using bank feeds and only want those recurring transactions there as templates to save time, then changing them to Never is the correct fix. That stops MYOB Business from automatically recording them for you. What happened here is that the recurring transactions were set on a schedule, so MYOB treated them as transactions to be auto-created, rather than just templates to pull in manually when needed. 

       

      Regards,

      Sai

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