Merchant fee surcharge

*Edited 24/07 to reflect the correct support instructions

• Check that you have chosen the Payment category and Fee category to record payments and fees.
  Open the online invoice payments portal go to Settings > expand Bank Accounts and select the payment and fee categories under Record payments.
  
  
• If you're using bank feeds, make sure the Payment category in your online invoice payment settings is the same as the bank account connected to bank feeds.
  
  
• If you're on AccountRight and are using cost centre tracking, make sure they are not set as 'required'. 
  You can still use these, but they must be set as 'optional'.
  To check, go to Setup > Preferences > if Turn on Cost Centre Tracking is ticked, select the dropdown Not Required. 
  
  
• Additional steps to help ensure your reconciliation works
  
  
• Make sure your linked bank account for undeposited funds (go to Accounting > Manage linked categories) is set up as an undeposited funds account.
  *If you do not have the default undeposited funds account it’s fine to set up and use a different account as long as it’s only being used as a clearing account for this purpose.
  
  
• Please make sure not to edit customer payments or surcharge transactions (spend money or receive money) for an online payment that is still processing and has not been disbursed to your bank account yet.
  
  
• You also need to make sure the option Automatically match bank transactions to MYOB bills and invoices, is selected (go to Banking >  Bank rules)