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JOSIE's avatar
JOSIE
Experienced User
2 years ago

MYOB PAYBY online payments won't match in banking

I had a online MYOB PAYBY payment that I could not allocate in the banking because the amounts did not match as there was an 1.8% surcharge fee of $1.18 more than what the invoice amount was. Rang MYOB and they were having trouble helping me. They went through all the trouble shooting ideas that I had already tried before I rang them.Found no help online so I thought I would put this post up to help others as I worked it out myself.

When matching on the banking there is a new button that says + add adjustment.

I allocated the $1.18 to my cheque account and made it GST applicable and put in the description Payment Surcharge on GST applicable Sale Invoices.

Hope this helps any one else pulling their hair out.

Have had 2 more card payments since this and it has allocated itself fine. must of been a new glitch ,hopefully just a one off.

had trouble finding who money was off too but ended up finding in reports there is an online invoice payments tab up the top. Very handy. You think they would give us clear instructions on all the changes they have made. Lady at MYOB now knows how to sort this with other customers thanks to me.

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  • SamaraM's avatar
    SamaraM
    Former Staff
    2 years ago

    Hi JOSIE 

     

    Thanks for your post and feedback. I can see from your account that you were since able to speak to our inbound support team.

     

    Did you require further assistance with this issue ?

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

  • JOSIE's avatar
    JOSIE
    Experienced User
    2 years ago

    So I still had problems with this and have worked out now that when PAYBY payments were being automatically 

    allocated to an invoice the money received was allocated to undeposited funds not cheque account.

    To fix this you open invoice that is paid then scroll down open the payment that has been allocated and up the

    top you will see where MYOB has allocated it. Getting quite fustrated with this update changing all my settings that have been in place for years. Once this is done you can match in banking as it will now come up on the feed.