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Sales Invoices not showing in bank rec

Deo1
Experienced User
22 Posts
Experienced User
Experienced User

22Posts

2Kudos

0Solutions

Sales Invoices not showing in bank rec

Why i cant see my invoices when i am doing match invoices in bank feed.

1 REPLY 1
SamaraM
MYOB Moderator
988 Posts
MYOB Moderator
MYOB Moderator

988Posts

46Kudos

138Solutions

Re: Sales Invoices not showing in bank rec

Hi @Deo1 

 

Thank you for your post. 


If there isn’t an Automatic Match, or you need to match one bank feed transaction to multiple MYOB transactions, click on the arrow under the Match or Allocate column to view the possible matches.

 

If there are no close matches, try selecting Show: All Transactions under the dropdown.

 

If you are still not seeing the invoice, then I recommend finding the invoice and checking the date and amount are the same as the bank transaction, and that it hasn't been previously reconciled.

 

To check if it has been reconciled, Go to; Banking > Reconcile Accounts > Select the bank account and date > If it is ticked then it has been manually reconciled and will not show as a possible match. 

To unreconcile the transaction, deselect the box next to the invoice, then select Save Progress.

 

Hope that helps, and if you're still stuck feel free to respond with screenshots of the transactions to help assist you further.

 

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

Regards,
Samara

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