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MidCoastMowers's avatar
MidCoastMowers
Cover User
1 year ago
Solved

Unable to Allocate a bank transaction to a Supplier Bill

Hi,    I am trying to allocate a monthly payment against our workers comp invoice direct from the bank transactions. I have had no trouble for the past 10 months. The supplier, amount & direct de...
  • Isaiah_C's avatar
    Isaiah_C
    1 year ago

    Hi MidCoastMowers,

     

    If you're unable to allocate a bank transaction to a supplier bill, even though this has worked previously, if the transaction you're referring to could've been included in your previous reconciliation, it may be worth checking if it was already matched or recorded. If it wasn't, it could be marked as check in reconcile accounts.

     

    If the issue persists, you need to reach out to our live chat support through our virtual assistant MOCA or submit a case via MyAccount so they can further look into it and fix it for you.

     

    Regards,

    Sai

     

     

Isaiah_C's avatar
Isaiah_C
MYOB Moderator
1 year ago

Hi MidCoastMowers,

 

If you're unable to allocate a bank transaction to a supplier bill, even though this has worked previously, if the transaction you're referring to could've been included in your previous reconciliation, it may be worth checking if it was already matched or recorded. If it wasn't, it could be marked as check in reconcile accounts.

 

If the issue persists, you need to reach out to our live chat support through our virtual assistant MOCA or submit a case via MyAccount so they can further look into it and fix it for you.

 

Regards,

Sai

 

 

MidCoastMowers's avatar
MidCoastMowers
Cover User
1 year ago

Thankyou for your response. This was not the case. I managed to finalise by manually recording a payment & then matching the manual transaction against the bank transaction. 

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