Hi MYOB
For years my client who uses AccountRight has had deposits in their bank feed that match to outstanding sales invoices automatically allocate.
This means that their sales team c...
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Hey AlanT
Thanks for taking the time to raise this.
Can you answer the below so I can escalate it to the banking team with more context?
- Can you please provide a screenshot of that particular bank transaction, on the bank transactions page? That would confirm for us in the Match field if there are multiple record suggestions.
- Is the record you're expecting to automatch to not a unique record?
- What are the the details of the invoice (date, amount, reference number) you're expecting the bank transaction to match to?