There seems to be something wrong with the online payment function, I had a customer pay an invoice with a master card, the surcharges where applied and charged to her account but then it listed a me...
This was more complicated as we have 3 client id's under the one serial number and somehow two different people had become the "owner'" of 2 of the clients.
One of the 'owners' was not even a user, only a shareholder and the only way the MYOB would have even had their email was when it had to be submitted when setting up online billing!! We still have no idea how that even was possible.
I had a 2 hour phone call from a customer service person who was lovely, but could only see what I could see, so escalated to another area.
My MYOB partner had to follow up, but finally somone from another part of MYOB called me and we went through every contact email, billing email, payment method and updated any that were not correct.
I have found that there is a disconnect between information in my.myob and myaccount.myob. I was told that they are transitioning to myaccount.myob - can't come soon enough!
Hi MattBedford , sonialouise and mscheurer , It looks like you're still trying to treat these as gross settlements but since we changed to net settlement it operates differently now. Trying to reconcile these as gross, will disrupt the automatic flow
This help article explains it well > Automatically matching online invoice payments (myob.com) BUT I think it would be worthwhile for each of you to connect with someone in the financial services support team Get in touch by submitting a case via myaccount.myob.com
Auto matching rarely works in real life, especially when we get them all bunched into one bulk payment.
Rather than ringing a call centre in a far away land who’s operator we may or may not understand wouldn’t it be more efficient to post a proper step by step guide here on how to handle these single and multiple transfers in our bank feeds? I’m sure there are hundreds of people watching this post and looking for the same answer.
To be honest, I much prefer the way the payments are coming into my account without your OIP so I will stick with that from now.
Looking for something else?
Search the Community Forum for answers or find your topic and get the conversation started!
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fee surcharge","id":"message:869308","revisionNum":1,"repliesCount":27,"author":{"__ref":"User:user:311125"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Bus-Sales"},"conversation":{"__ref":"Conversation:conversation:869308"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:869308"},"body@stripHtml({\"truncateLength\":200})":" There seems to be something wrong with the online payment function, I had a customer pay an invoice with a master card, the surcharges where applied and charged to her account but then it listed a me...","body@stringLength":"988","rawBody":"
There seems to be something wrong with the online payment function, I had a customer pay an invoice with a master card, the surcharges where applied and charged to her account but then it listed a merchant fee 25c charged to me which I've never seen before, and I checked all my other master card payment receipts.
Is this a glitch in the system related to the new switch for BPAY?
Either way, the total money received now doesn't match my invoice, making it impossible to reconcile without altering the invoice. Not what I should have to do.
I expect all the surcharges to passed onto my client, without that I no choice but to stop using your online payment system and rely on bank transfers. Small businesses can not carry these extra fees!
Anyone come across this?
Payment receipt also look different which is strange, both where master card payments.
Auto matching rarely works in real life, especially when we get them all bunched into one bulk payment.
Rather than ringing a call centre in a far away land who’s operator we may or may not understand wouldn’t it be more efficient to post a proper step by step guide here on how to handle these single and multiple transfers in our bank feeds? I’m sure there are hundreds of people watching this post and looking for the same answer.
To be honest, I much prefer the way the payments are coming into my account without your OIP so I will stick with that from now.
","body@stringLength":"597","rawBody":"
Auto matching rarely works in real life, especially when we get them all bunched into one bulk payment.
Rather than ringing a call centre in a far away land who’s operator we may or may not understand wouldn’t it be more efficient to post a proper step by step guide here on how to handle these single and multiple transfers in our bank feeds? I’m sure there are hundreds of people watching this post and looking for the same answer.
To be honest, I much prefer the way the payments are coming into my account without your OIP so I will stick with that from now.
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url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: 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*Edited 24/07 to reflect the correct support instructions
\n
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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.
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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.
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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.
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Additional steps to help ensure your reconciliation works
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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.
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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.
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You also need to make sure the option Automatically match bank transactions to MYOB bills and invoices, is selected (go to Banking > Bank rules)
Hi MattBedford , sonialouise and mscheurer , It looks like you're still trying to treat these as gross settlements but since we changed to net settlement it operates differently now. Trying to reconcile these as gross, will disrupt the automatic flow
This help article explains it well > Automatically matching online invoice payments (myob.com) BUT I think it would be worthwhile for each of you to connect with someone in the financial services support team Get in touch by submitting a case via myaccount.myob.com
","body@stringLength":"1671","rawBody":"
Hi , and , It looks like you're still trying to treat these as gross settlements but since we changed to net settlement it operates differently now. Trying to reconcile these as gross, will disrupt the automatic flow
This help article explains it well > Automatically matching online invoice payments (myob.com) BUT I think it would be worthwhile for each of you to connect with someone in the financial services support team Get in touch by submitting a case via myaccount.myob.com
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