Matching Bank Transactions to Invoices and Activity Statements

Question

Our MYOB Business is set up for a club.&nbsp; We have members (contacts/customers) and suppliers.&nbsp; We have annual /monthly fees.&nbsp; We have functions and sales from bar.&nbsp; &nbsp; What I would like to do is match a banking transaction with a invoice and contacts activity statement.&nbsp; When I go through the process of linking a contact to a banking transaction, it does not appear on the activity statement or the invoices.&nbsp; I have also attempted to match transactions to Invoices. This also does not work - while I get the "success" advice - the only item that remains matched is the banking transaction, which again still has not appeared on the contacts activity statement.&nbsp; If I MANUALLY record a payment - it works.&nbsp; &nbsp;We got MYOB so there was NO MORE MANUAL ENTRIES for $transactions.&nbsp;&nbsp;&nbsp;I have searched the forum / guidance / help videos and I think we are doing everything correctly...&nbsp;See file attached&nbsp;Please help.

isaiah_c · Answer

Hi JasVaughan,
&nbsp;
Thanks for sharing all the details. Sometimes the browser can play up a bit, so first up I'd suggest clearing your browser cache or giving it a go in a different browser to see if that smooths things out. If it's still being tricky after that, best bet is to reach out to our live chat support through our virtual assistant, MOCA, or submit a case via MyAccount so the team can check your file directly.
&nbsp;
Regards,
Sai

jasvaughan · Answer

Done - however, should it not update in the background. No transactions that have been matched to a customer using the method described is updated on the statement?&nbsp;

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Matching Bank Transactions to Invoices and Activity Statements

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