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Bank rules not matching

ttransport1
Experienced User
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Experienced User
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Bank rules not matching

Automatic bank rules matching has not worked for a couple of weeks?

5 REPLIES 5
Leneth_A
MYOB Moderator
1,235 Posts
MYOB Moderator
MYOB Moderator

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Re: Bank rules not matching

Hi Thanks for your post. Sorry to hear that your bank feed rules aren't working for a couple of weeks.

 

Are all the rules present in your MYOB Essentials? (go to the Banking menu > Bank rules). You should also check that your bank rules are set to automatically match bank transactions (see the image below this post).

 

 

You would also need to check this Help Article Managing rules provide you with more information and instructions to assist you with this.

 


Please don't hesitate to post again if you need help in the future.

 

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

 

Cheers,
Leneth

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ttransport1
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Re: Bank rules not matching

Yes that rules is set

 

 

MYOB BANK RULES.jpg
Leneth_A
MYOB Moderator
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MYOB Moderator
MYOB Moderator

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156Solutions

Re: Bank rules not matching

Hi Thanks for the update. Sorry for not getting back to you sooner.

 

In this matter, you would need to double-check if there are special characters in the rules and if it was successfully saved.

 

 

Please let me know if you need further help.

 

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

 

Cheers,
Leneth

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ttransport1
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Re: Bank rules not matching

I have checked for special characters of which there are none.

 

These bank rules have been working for 6 years and just recently some are not matching??  I have checked a resaved some but the rules still do not work?

Leneth_A
MYOB Moderator
1,235 Posts
MYOB Moderator
MYOB Moderator

1,235Posts

48Kudos

156Solutions

Re: Bank rules not matching

Hi @ttransport1

 

Can you please send me a private message with the following information so I can take a look into this for you:

 

  • Serial number 
  • Your full name
  • Email address 
  • Business name
  • Company file name

 

 

Cheers,
Leneth

MYOB Community Forum

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