Matching bank transactions not automatically matching

[Rocky8]

Ever since we had to upgrade to the latest version of MYOB, my matching bank transactions are not automatically matching.  I have turned on the 'auotmatically match bank transactions to bills and invoices' under banking rules but it has not made any difference.

I am now having to go through our transactions every day and match every single one manually. 

I have contacted MYOB three times about this but we still don't have a solution.

Even when the date of the payment is the exact same date of the invoice it is still not matching.

Could you please help.

[Earl_HD]

Hi @Rocky8,

Thanks for your post, and my apologies for the late response. I recommend starting by clearing your browser cache. Additionally, you can refresh the system by toggling the relevant function off and on again.
 

Please ensure that the necessary bank transactions are available for matching in the bank feeds. Verify that the recorded transaction matches the date and amount of the bank transaction. Also, check whether transactions are not marked as reconciled in the reconciliation window. You can also visit this help article for more informational about: Matching bank transactions,

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

Regards,
Earl

[Rocky8]

Hi Earl

Thanks for your reply.

I have tried all of the things you have suggested but my transactions are still not automatically matching.

This has only been a problem since the lastest upgrade.

Are we the only ones having this problem or is this a glitch with the uprade??

[Earl_HD]

Hi @Rocky8,

My apologies for the late response. We haven't received any notifications from other users regarding this issue after the upgrade. Could you please verify that the transactions you are attempting to match haven't been reconciled or marked as checked in the reconcile accounts window? Doing so could potentially prevent the transactions from being matched.

Looking forward to your response.
Regards,
Earl

[Earl_HD]

Hi @Rocky8,

I would like to check if you're still having this issue? if so, feel free to post again and one of us will be happy to assist you.

Regards,
Earl

[Rocky8]

Hi Earl

Yes still having this issue and can't seem to contact anyone at MYOB for assistance.

Thanks

[Rocky8]

[Earl_HD]

Hi @Rocky8,

Thank you for providing the screenshot. In cases where there is no automatic match but there are potential matches available, you can manually perform the matching process. If no potential matches are found, you have the option to allocate the transaction to one or more MYOB accounts. Additionally, you can split a transaction between accounts or select multiple transactions and allocate them to the same account.
 

If none of these options apply to your situation, you may want to visit help sites such as myob.com/support or myaccount.myob.com to access MOCA, our virtual assistant. MOCA can provide immediate assistance for your queries. If MOCA is unable to assist, you will be automatically directed to our live chat team for further support.

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