Forum Discussion
Attached are 2 pictures, MYOB1 is of a sample of what I'm trying to match & MYOB2 is the result
Hi WMGLNZ,
Your effort is very much appreciated when sending screenshots, and we are sorry to hear that you still having the issue.
Just to make a short recap on your concern, you have 1 bank transaction and you want to match the transaction with multiple invoices. Could you please try this steps on how you can match multiple invoices to one bank transaction. Click on the expand arrow >> Match transaction >> select the invoices included in the payment >> Save.
Repeat the above steps for the second bank feed transaction. The description field will now display the invoice total and the total field is the mount owing.
Please let me know how you go on this. Do not hesitate to contact us again if you still need further assistance. We are happy to assist.
Kind Regards,
Cel
- WMGLNZ11 months agoExperienced User
Hi
There is no second bank feed transaction. There is only this 1 Capricorn payment that I'm trying to allocate. Is there any way to find out what specific invoice is causing the issue? All other bulk allocations have worked fine without issue.
Thanks for your help
Teresa
- WMGLNZ11 months agoExperienced User
Okay, I've managed to solve this 1 myself. If anyone else needs the method this is it.....
- Purchases
- Create Supplier Payment
- Your Supplier Name from the bill
- Payment Date
- Tick off the invoices the payment is applied to
- Save
- Then go to the Banking Transactions screen
- Match your bank transaction to the 'payments' for that transactions
- Save
And fingers crossed, you don't get that pesky, nonsense message, because for whatever reason it now matches.
- 9 months ago
Thank you SO much for posting your work around solution! I was having this problem and it was driving me crazy! MYOB help was useless! So strange as I've been previously matching numerous invoices to one single payment with no problems and then this random one transaction wouldn't work! Your solution saved me! Thank you for sharing.
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