Forum Discussion

RichardT's avatar
RichardT
Contributing User
4 years ago
Solved

Bank Feeds not matching transactions

Hello,   I can't seem to be able to match transactions that I have earlier entered into MYOB with the amounts in the bank feed. When I go "Find" it doesn't show up eventhough all details are correc...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi RichardT 

     

    I can see that you have resolved your enquiry.

     

    Just thought I would add the key things what are used to ensure to that the necessary bank transaction is available for matching for bank feeds in AccountRight:

    • The AccountRight transaction has the same date and amount as the bank transaction
    • The bank account is the same one used to receive the feeds in on
    • The AccountRight transaction is not marked as cleared (is ticked) or reconciled in the Reconcile Accounts window.

    Generally, checking the Bank Register for the transaction ensuring that is the correct dates and amounts before seeing if the transaction appears in the Reconcile Accounts would be what I would doing to ensure that it is available for matching.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi RichardT 

 

I can see that you have resolved your enquiry.

 

Just thought I would add the key things what are used to ensure to that the necessary bank transaction is available for matching for bank feeds in AccountRight:

  • The AccountRight transaction has the same date and amount as the bank transaction
  • The bank account is the same one used to receive the feeds in on
  • The AccountRight transaction is not marked as cleared (is ticked) or reconciled in the Reconcile Accounts window.

Generally, checking the Bank Register for the transaction ensuring that is the correct dates and amounts before seeing if the transaction appears in the Reconcile Accounts would be what I would doing to ensure that it is available for matching.