Forum Discussion

BB12's avatar
BB12
Contributing User
7 months ago
Solved

Credit Card Surcharge - Job Code missing

Hi,   I am new to the credit card surcharges.  When we received the 1.8% online payment surcharge it is being processed as a deposit to our "undeposited fund".  However, we are unable to allocate a...
  • Genreve_S's avatar
    Genreve_S
    7 months ago

    Hi GPM1, 

     

    Thank you for your response and the screenshot you've attached. 

     

    It seems that the normal process of Online Invoice Payments defaults to passing the transaction to the undeposited funds. This can be found in this article, Customer surcharging for online payments. 

     

    If you want to edit the surcharge transaction to add a job, you will need to delete the electronic payment (bulk payment), edit the surcharge of the individual transaction, and then recreate the electronic payment. Although this is a lot of work to achieve a goal, this is the only option we have. Rest assured we will raise this to the development team. 

     

    In the meantime, let us know if you need any other assistance. 

     

    Thanks,

    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
7 months ago

Hi GPM1,

 

Thanks for your response. I appreciate you attaching a screenshot. 

 

It seems that your Preferences settings are not a hindrance to editing the transaction. Another possible reason for this is the transaction might have passed through undeposited funds and was moved to the bank account. May I get you to open one of the surcharge transactions and send me a recap of that transaction? 

 

We look forward to your response.

 

Thanks,

Genreve

  • GPM1's avatar
    GPM1
    Contributing User
    7 months ago

    It did pass from undeposited funds - recap attached

     

    How should this be posted to avoid this?

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator
      7 months ago

      Hi GPM1, 

       

      Thank you for your response and the screenshot you've attached. 

       

      It seems that the normal process of Online Invoice Payments defaults to passing the transaction to the undeposited funds. This can be found in this article, Customer surcharging for online payments. 

       

      If you want to edit the surcharge transaction to add a job, you will need to delete the electronic payment (bulk payment), edit the surcharge of the individual transaction, and then recreate the electronic payment. Although this is a lot of work to achieve a goal, this is the only option we have. Rest assured we will raise this to the development team. 

       

      In the meantime, let us know if you need any other assistance. 

       

      Thanks,

      Genreve