Forum Discussion

DonnaLee1972's avatar
DonnaLee1972
Experienced User
2 months ago

On-line Payments (payment allocation)

When receiving on-line payments, MYOB is automatically recording payment to cash draw. I would like the deposit to be recorded as being deposited directly into our bank account. Could some one please the best way of achieving this. 

I have had a look but can't seem to find how to do it. I am sure I am missing something simple.

 

Thanks

3 Replies

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 months ago

    Hey DonnaLee1972,

     

    You’re aiming for online payments to land straight in your bank, but they’re turning up in Cash Drawer. That usually means the nominated deposit account for online payments is set to Cash Drawer instead of your bank. To fix it, you can reach out to our team on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account. They'll be able to help with switching from your current nominated account to the correct bank account. 

     

    Cheers,

    Doreen

  • DonnaLee1972's avatar
    DonnaLee1972
    Experienced User
    2 months ago

    Thanks Doreen,

    I have submitted a support case. Once its sorted, I will mark as resolved.

    Thanks for your help

  • DonnaLee1972's avatar
    DonnaLee1972
    Experienced User
    2 months ago

    Just an update. I have received email from MYOB support, which has stated to make sure that the current payment category is set to the bank account, not the cash draw. 

    I have checked, and it is allocated to our trading account. 

    I haven't changed anything so I will see what happens when we get paid via online payments next.

    If it is still going to cash draw, I will keep changing the account paid to manually. 

    It isn't a major issue, I was only trying to streamline the process.

    Thanks for help to date