Matching transactions

[Tracey_H]

Hi @37093709 

As explained previously bank transactions work the same in the original and newer MYOB Essentials platforms.

With automatic matching turned off the process in both platforms is:

1. expand the transaction 
2. click on Match transaction
3. select the applicable transaction
4. Save

This is the original platform:

This is the newer platform:

The only difference between the two is that the original platform says 1 Match available while the newer platform says Allocate me. 

If I enter a Spend money transaction in the newer platform for the same amount as the withdrawal Allocate me changes to Possible match found. This is because there is a payment transaction for that amount and the software looks for payment transactions. A bill is not a payment transaction, however, it will still be listed as a possible match when you click on Match transaction.

Whether the Match or allocate column says Allocate me or Match found the process is the same in both versions of the software when automatic matching is turned off. Suggested matches are listed when you expand the transaction.

[37093709]

Quote 'The only difference between the two is that the original platform says 1 Match available while the newer platform says Allocate me. '

This is exactly what I'm talking about, '1 Match Available' indicates a potential match, whereas 'Allocate Me' is the standard text. This means I have to click the dropdown on each transaction just to check if there is a match available, and then change the Transactions filter from All transactions to Close Transactions every time. I do not know how to change the default from All transactions to close transactions.

[37093709]

Having to create a spend money or receive money instead of just matching the bill or invoice to the transaction is a lot of extra work, which was completely unnecessary in the old version. I don't understand why they would promise "significant workflow improvements", and then do this.

[Tracey_H]

Hi @37093709 

You shouldn't record Spend money or Receive money transactions if there is a bill or invoice entered in the software. This won't close the bill or invoice. I was just explaining how the software determines if there is a possible match.

Click on the Expand arrow>>Match transaction and tick the applicable bill or sale.

[37093709]

So, for every bank transaction to be matched, I have to click the 

Expand arrow>>Match transaction>>Close Matches and then tick the applicable bill or sale 

instead of just seeing there is a possible match on the Unallocated Transactions Screen and clicking the Suggested Match link that was in the old version? This seems a lot of extra time-consuming work.

[LCrowhurst]

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@37093709 wrote:

So, for every bank transaction to be matched, I have to click the 

Expand arrow>>Match transaction>>Close Matches and then tick the applicable bill or sale 

instead of just seeing there is a possible match on the Unallocated Transactions Screen and clicking the Suggested Match link that was in the old version? This seems a lot of extra time-consuming work.

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I agree with @37093709 on this, its annoying now that instead of seeing the possible match like it used to be in the old MYOB, now I have to click on allocate and then match transaction