Forum Discussion

ttecha's avatar
ttecha
Contributing User
2 years ago

Bill glitch

Hello, I'm looking for some advise, i log all of my invoices from suppliers through the bill section. Every so often i return items, and use a negative quantity to do so. Then i go under suplier ret...
  • Genreve_S's avatar
    Genreve_S
    2 years ago

    Hi ttecha, 


    Thanks for the response. We appreciate the screenshots you've attached. 

     

    If your invoices have been closed due to the payment. You will need to match the transactions instead of allocating. In the screenshot you've provided, you were on the allocate tab. You will need to go to the match transaction tab and choose the payment transaction instead of the invoice transaction. (match the transaction to CR000426 instead of matching it to Invoice 00000411).

     

    Let us know if you require further help with this. 

     

    Thanks,
    Genreve

     

     

ttecha's avatar
ttecha
Contributing User

thanks for your reply!

see attached screenshot!

Cheers

 

Genreve_S's avatar
Genreve_S
MYOB Moderator
2 years ago

Hi ttecha, 

 

Thank you for the response and the attached screenshot. 

 

May I also collect screenshots of the error message when deleting this bill and how this transaction looks like in in the "Find Transaction > Debits and credits" window? Any additional information would be much appreciated. 

 

We look forward to your response. 

 

Thanks,
Genreve  

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi ttecha, 

     

    I hope you are having a great day. We haven't received any updates regarding your concern since Thursday, 

     

    Feel free to let us know if you require any further assistance. 

     

    Thanks,
    Genreve

    • ttecha's avatar
      ttecha
      Contributing User
      2 years ago

      Hi Genreve,

       

      yes i was able to track those transactions down in the find transaction section, it wasn't easy to find them but i did, deleted them and tried it again with success!

       

      now something else you may be able to help with,

      i have setup online payments, now when someone does pay me especially using a method that has a fee it automatically marks that invoice as paid however when the bank transaction come through i'm unable to link it due to it already being 'paid' how can i get around this i now have many bank transactions unlinked due to this

       

      cheers

      tom

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator
        2 years ago

        Hi ttecha, 

         

        Thanks for the response and the update. 

         

        I'm glad one of your concerns is out of your plate. 

         

        For your other concern, generally, the Online Invoice Payment transactions automatically match bank transactions if set correctly. We will need to make sure that the option "Automatically match bank transactions to MYOB Bills and Invoices" is marked check from the Banking > Bank Rules window. For the other transactions that are still not matched. The Bank Transaction window will allow you to match paid invoices/bills by matching the transactions to the payment recorded instead of the invoices/bills recorded.

        To help you match transactions, you can run the Transaction details report (Reporting menu > Reports > Online invoice payments tab). You can use this to help you match grouped payments in your bank feeds to invoice payments in MYOB Business. 

         

        Let us know if you require any further assistance with this. 

         

        Thanks,
        Genreve

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.