Forum Discussion
I have been trying to disable the auto matching feature but I cannot find where to do that? Any tips?
Aside from that, my big issue is the matching from the online payments provided by myob as an added service, credit card payments collected by myob and then paid to our account, there are 3 invoices marked as paid and myob havn't paid us, and I'm almost certain they are not actual payments because the reference number is duplicated on another payment. I hesitate to delete, I will probably need to enter them as bad debts now.
Hi ccho,
Thanks for reaching out. You can set up MYOB Essentials/Business to automatically match your invoice payments to your bank feeds, so you wouldn't need to go through and try to work out which payment was from which customer.
To set this up:
- Select an account in MYOB to record Online Invoice Payments:
Click on your Business name > Sales settings > Payments > In Online Invoice Payments Settings, click Edit preferences > Select the Account to record online invoice payments against > Save. - Set the Bankfeeds to Automatically match a transaction if there's an exact match available. Click on Banking > Bank Rules > Tick - Automatically match bank transactions to MYOB bills and invoices
Now next time a customer makes a payment, the system will automatically match it against the correct invoices.
Feel free to post again, we're happy to help.
Regards,
Earl