Forum Discussion

SSELECT's avatar
SSELECT
Cover User
1 year ago

How to stop MYOB auto allocation of invoice payments

Our small business primarily does smoke alarms checks for the same real estate business & invoices the same amount.  The way MYOB is set up is that payments that come into our bank account from the r...
esther598's avatar
esther598
Member
1 year ago

Hello,

Certainly! To turn off automatic payment allocation in MYOB, follow these steps:

Go to the Setup menu.
Select Preferences.
Navigate to the Banking tab.
Deselect the option Auto-allocate bank transactions to outstanding MYOB invoices or bills.
This will allow you to allocate payments manually based on remittance advices.

Best Regards

esther598

  • SSELECT's avatar
    SSELECT
    Cover User
    1 year ago

    Many thanks Esther

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