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Nathan83's avatar
Nathan83
Member
5 days ago

Reconcile to a bill

Hi Everyone,

Let me start by saying you will get a lot of stupid questions from me, I have been thrown in the deep end looking after my father in-laws accounting while the mother in-law steps away with her mental health issues.

 

I’m trying to figure out the correct way to reconcile a bill I have entered, if I match it to a payment it remains “open” in the bills page. The only way to close it seems to be to be to “record a payment “

 

I don’t use myob for payments that’s done directly from the bank so the payments are just what shows up in the bank feeds. 

1 Reply

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    5 days ago

    Hi Nathan83,

     

    You’re not asking any stupid questions at all, especially when you’ve been thrown into the deep end while supporting your family. You’re doing a great job working it all out. Once the bill is entered, use the bank-feed transaction to record it as a bill payment against that bill, rather than coding it as Spend Money:

     

    • Open the bank transaction.
    • Choose Match.
    • Select the open bill and apply the payment.
    • Approve or save the transaction.

    That creates the payment record in MYOB and should change the bill from Open to Closed. If it’s matched to a Spend Money transaction instead, the bill can remain open because MYOB hasn’t linked the payment to the bill itself. If the bill still won’t close, check that the payment amount, supplier and bill are the same, and that you haven’t already recorded a separate payment. These MYOB guides may help too: Matching bank transactions and Approving a bank feed. If you’re still having trouble, you can reach out to our support team through Contact Us for further assistance.

     

    Cheers,

    Doreen

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