Matching transactions

[LCrowhurst]

in the OLD SYSTEM i would create a invoice then select save...I would then go to banking.bank transactions then i would find the transaction in the list...next to the transaciton it would show match found and I would match it to the purchase I made...but now its not doing this in the NEW SYSTEM I have to now go back into the purchase and enter the payment date and how it was paid then go back to banking>bank transactions then it will say match found and I match the transaction HOWEVER this is taking more of my time amd seems backards to remove this feature 

[37093709]

I accidentally made a post about the same issue just now. The new system is supposed to be more efficient, but I have found the exact oppposite in many areas; things that took a couple of seconds now take more than a minute. It is very frustrating.

[LCrowhurst]

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@37093709 wrote:

I accidentally made a post about the same issue just now. The new system is supposed to be more efficient, but I have found the exact oppposite in many areas; things that took a couple of seconds now take more than a minute. It is very frustrating.

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i agree i find it annoying...its taking me longer now not quicker...

[37093709]

This is the third day I have used the new MYOB Essentials, and I am still finding things that do not make sense. Every day since the update, I have gone home from work mentally spent with a headache, just trying to get things done in the new system.

[LCrowhurst]

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yes agree...ive done chats with mYOB (within essentials) and got a rude man called xxxxx telling me i had to learn to live with it...I spent over half an hour trying to exolain or find out why, when I am creating a bill from the intray that i can no longer enlarge the invoice...instead i have to zoom it up...which is ok but he tool 45 minutes to get to this

[37093709]

Yes, unfortunately 85% of the time I ring customer service, it takes way too long, and they are not very helpful. I seem to have a lot more success with the community forum in getting answers, although not always. There is also a suggestions board I have been referred to: https://community.myob.com/t5/MYOB-Business-Essentials-Idea/idb-p/EssentialsIdeas

[Tracey_H]

Hi @LCrowhurst and @37093709 

Matching payments in the newer MYOB Business/Essentials platform works the same as it did in the original platform. This means that you don't need to manually record the payment transaction, you can match the bank feed to the bill transaction.

In Bank transactions click on the expand arrow and Match transaction. If the Bill transaction doesn't appear change the Search field to All transactions.

If you still have problems matching bank transactions to bill transactions please provide screenshots so that I can assist further. Make sure sensitive information is removed from screenshots prior to posting on the Forum.

[37093709]

In the old MYOB Essentials, there would be suggested matches next to the transactions that you could match up, our new system doesn't seem to do this.

[LCrowhurst]

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@37093709 wrote:

Yes, unfortunately 85% of the time I ring customer service, it takes way too long, and they are not very helpful. I seem to have a lot more success with the community forum in getting answers, although not always. There is also a suggestions board I have been referred to: https://community.myob.com/t5/MYOB-Business-Essentials-Idea/idb-p/EssentialsIdeas

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not sure about you but i am constantly (in the sales>invoices) Clicking on the clients name instead of the invoice number to open the invoice....this I find rather annoying.....

also where it doesn't return to the invoices page after i save  invoice....just stays in the invoice page....

[LCrowhurst]

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@Tracey_H wrote:

Hi @LCrowhurst and @37093709 

Matching payments in the newer MYOB Business/Essentials platform works the same as it did in the original platform. This means that you don't need to manually record the payment transaction, you can match the bank feed to the bill transaction.um no it doesn't...have done several and it no longer does...

In Bank transactions click on the expand arrow and Match transaction. If the Bill transaction doesn't appear change the Search field to All transactions.

If you still have problems matching bank transactions to bill transactions please provide screenshots so that I can assist further. Make sure sensitive information is removed from screenshots prior to posting on the Forum. ill be doing more today so will be sure to send a screenshot...but again this is very time consuming....

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