Forum Discussion

Barbarakm's avatar
Barbarakm
Contributing User
11 months ago

Unpaid Bills not available to match with payment

I am trying to match a payment to various supplier invoices but only 3 invoices are displayed, the other 8 invoices are not shown.  All invoices are on the Unpaid Bills report.
  • Barbarakm's avatar
    Barbarakm
    10 months ago

    Hi Doreen

     

    I have worked around this problem now so can't send a screenshot - the bills are closed and matched to the payment.

     

    It seems obvious to me that the problem occurs when you are working with old bills, moe than 365 days older than the payment transaction.  Our screenshots and reports sent previously show this situation.

     

    If you want to recreate it I suggest you enter a bill dated 2022 for example then try to "Match" it to a current payment 2024.  The bill won't appear if the date is >365 older than the payment date.  The help informaion actually says this so it's a deliberate restriction.

     

Barbarakm's avatar
Barbarakm
Contributing User

I think the problem is that selecting All Transactions doesn't show all, only some.  When I click on the little i next to Show it says:

All transactions +/- 365 days from the bank transaction date.

I have some old invoices to match off and they aren't showing.  I can't think of a good reason why MYOB has done this, pretty annoying actually, but I can work around it.

 

LCrowhurst's avatar
LCrowhurst
Trusted Cover User
11 months ago
Barbarakm wrote:

I think the problem is that selecting All Transactions doesn't show all, only some.  When I click on the little i next to Show it says:

All transactions +/- 365 days from the bank transaction date. im not seeing this??

I have some old invoices to match off and they aren't showing.  I can't think of a good reason why MYOB has done this, pretty annoying actually, but I can work around it.

 

 

  • Barbarakm's avatar
    Barbarakm
    Contributing User
    11 months ago

    In your screen shot at the top of the first column... it says All Transactions, but it's only showing transactions dated within 365 days of the bank transfer. 

    • Doreen_P's avatar
      Doreen_P
      MYOB Moderator
      11 months ago

      Hi All

       

      Thanks for your post.

       

      There are possible reasons why a bill is not showing when trying to match it. The first is that the transaction has been reconciled. With this, you will need to check the reconciliation window. You can check out the Help Article: Undoing a bank reconciliation for more information. Second, if the bill is ticked on the reconciliation window, kindly untick it and then save progress. Lastly, it was processed using a different account.

       

      Please let us know how it goes on your end.

       

      Best regards,

      Doreen

      • LCrowhurst's avatar
        LCrowhurst
        Trusted Cover User
        11 months ago
        Doreen_P wrote:

        Hi All

         

        Thanks for your post.

         

        There are possible reasons why a bill is not showing when trying to match it. The first is that the transaction has been reconciled. With this, you will need to check the reconciliation window. You can check out the Help Article: Undoing a bank reconciliation for more information. Second, if the bill is ticked on the reconciliation window, kindly untick it and then save progress. Lastly, it was processed using a different account.

        no it hasnt been reconcilled....and hasnt been ticked...its just not showing. 

        Please let us know how it goes on your end.

         

        Best regards,

        Doreen

         

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