MYOB payby automatically incorrectly allocated payment

[strichow]

Hi 

I have just come accross a payment from the Automatic MYOB payby that automatically allocated payment to wrong client. How can this happen. I have a mess to clean up. Can't unmatch payment as reconciled last year. 

[Wendys1]

This happens to me almost daily.

It's driving me nuts.

Trying to contact Support through MYOB is insanely difficult.

I just want to turn off the automatic allocations.

[Shella_A]

Hi @strichow and @Wendys1,

Thanks for your post. You can correct the payment allocation by going to Sales > Invoices > Invoice. At the bottom, under activity history, there should be a payment received and a code. Click on this code, and you can change the account or delete the incorrect payment.

For future transactions, it's important to note that the bank account saved should be the ledger account to be allocated against when online invoice payments are received. If you don’t need to delete it, you can just change the account here. If the payment has been reconciled, you might not be able to unmatch it directly. In such cases, you might need to reverse the reconciliation, correct the payment allocation, and then reconcile again. Please refer to the article Matching bank transactions for instructions. The article Online Payments has additional information about this service. 

Let me know how it goes. 

Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this information. 

Kind regards,

Shella

[doppietta]

Im having the same issue which is very frustrating and makes me want to disable the feature.

In addition to this, if a payment is made using the MYOB Payby, when I go to reconcile it, payment is allocated and so I can't reconcile. Does this mean from what you're saying, I would have to delete every payment record made automatically by MYOB when someone pays with payby?

[Earl_HD]

Hi @doppietta,

Thank you for your post. Additionally, I suggest visiting the help page on Online invoice payments, specifically about MYOB Payby, and also how to reconcile these transactions.

Feel free to post again, we're happy to help!
Regards,
Earl