Hi Elisem,
Sometimes, things like linked payment accounts or certain settings in the software can get in the way of automatic bank feed matching for online payments. You can check out this link to learn more about what might prevent online payment automatching. If you are keen to just delete and redo the payments that didn't match, you can do this by deleting the payment recorded from the undeposited funds to the bank account before deleting the invoice payments.
As for the online payments that aren't matched yet, double-check that they're not already recorded, matched, or part of a previous reconciliation under the Reconcile Accounts window as this prevents it from appearing on the bank transaction window. If they’re still not lining up after that, it might be time to let us help you sort it out. Just pop a support ticket through the MyAccount window or jump onto a live chat with our virtual assistant, MOCA.
Regards,
Genreve
Hi Genreve, You state this. "If you are keen to just delete and redo the payments that didn't match, you can do this by deleting the payment recorded from the undeposited funds to the bank account before deleting the invoice payments". Myob will not let me delete the payment.
this is the message:
An unrecognised error occurred - ReceivePaymentEvent_Delete_TargetPaymentHasBeenReferenced
this is very frustrating. Myob has actually put in a credit for this invoice as it has matched it twice. I think. I really don't know what is going on. I have looked at all the information online and nothing answers this
appreciate some help. elise
Hi Elise,
Online payments can't be deleted. It is frustrating. What is meant to happen is MYOB automatically generates the "other side" of the transaction so it can be matched with bank feeds.
I actually have a support ticket open right now about a similar problem. In my case it seems as if either that automated transaction wasn't created, or it was matched internally to an unrelated transaction and disappeared. In any case, the MYOB generated transaction doesn't appear anywhere in any report.
Kylie.
Hi Kylie, thanks for reply. Would be good if Myob could bother to get back to you. I really don't like the online payment of invoices, why can't the match have the invoice number at least. I send out invoices with the same amounts, I am not too sure which one its matched to. The one I queried I asked the customer if they had paid it 3 times from paypal but they said no. However, myob created a credit for it and paid the same invoice 3 times. So frustrating
