I have a credit existing for a client. The credit has been paid as a refund. Once I process the refund, MYOB will not find and match the refund in the banking screen. How do I clear my unreconciled payment sitting waiting to be 'matched' or allocated?
Hi Veena
I get that trying to reconcile a refund that's been paid to a client can sometimes be tricky. After processing the refund, MYOB might not automatically match the refund in the banking screen. To clear the unreconciled payment, you'll need to manually match it. See this helpful article about matching bank transactions for a guide. Feel free to reach out if you need further assistance.
Kind regards,
Shella
Thanks. Already sorted. It can be matched on the desktop but not the browser version of MYOB-go figure!
