I have a supplier return recorded. The supplier has now credited the clients bank account. I processed the return as a 'Refund' on the correct date and to the correct bank account. The credit now appears on the transctions for the Bank reconciliation screen, however MYOB will not 'find' or recognise the transaction to 'match' off the credit that has come through on the Bank Feed screen.
Hi Veena,
To make sure the transaction shows up in the bank feeds, first check that it isn't ticked in the bank reconciliation screen. If it's not ticked and still doesn't appear in the matching transaction screen, find the recorded transaction and verify that the amount, date, and bank account details are correct and consistent between the recorded refund and the bank feed transaction. For more details on processing supplier refunds, check out this link. If you're still unable to find the transaction, you can manually match the transaction.
Cheers,
Princess
This does not help at all-I am a bookkeeper with 15 years experience with MYOB: I know how to match a transaction from a Bank Feed. The transaction appears on the reconciliation screen (it definitely exists), and is NOT ticked (it appears white if that helps you understand where I'm coming from). The bank transactions screen shows the credit into the account, HOWEVER when you select 'Match Transaction' no transaction matching is listed, though it clearly exists in the software on the correct date and to the correct account, as it appears on the reconciliation screen.
Hi Veena,
Thanks a lot for sticking with MYOB for the past 15 years!
To make sure recorded transactions show up, try extending the date range. If the transaction still doesn't appear in the Match Transaction screen but is visible on the reconciliation screen, it needs more in-depth support. In that case, reach out to our support team through live chat via the virtual assistant MOCA or create a support ticket via MyAccount.
Cheers,
Princess
I had hoped for a solution. I will go back to the desktop and use that instead. It works there!
