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Splitting a bank transaction to separate invoices

4Annette
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Splitting a bank transaction to separate invoices

Hi 

 

I am trying to allocate a bank transaction to 2 seperate invoices.

In the old Essentials I was able to put in the invoice number and select both seperately then click save.

Now with the new version I can find and select the ones I want but when I search for the second one it automatically unselects the first one? 

The invoices are from different clients but are paid with one payment.

6 REPLIES 6
Yanike_S
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Re: Splitting a bank transaction to separate invoices

Hi @4Annette 

 

Thanks for your post. If you'd like to match one bank feed transaction to multiple MYOB transactions, click Possible match found to view the possible matches. To help find matching transactions, use the ShowContact and Search fields. Select one or more transactions to match the bank feed transaction to then click Save. If you're matching to multiple transactions, the Out of balance must be $0.00.

 

Read more about this here: Matching bank transactions.

Kind regards,
Yanike

MYOB Community Support

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4Annette
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Re: Splitting a bank transaction to separate invoices

Thanks, I can find the transactions I want to match to the payment by using the search field and putting the invoice number in. I click the first matching invoice, then type in the second invoice number and select it when it comes up. As soon as I type the second invoice number it deselcts the first number I selected so it is out of balance again. I cannot select both by searching the invoice number? 

ali23
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Re: Splitting a bank transaction to separate invoices

Hi, i am having the same issue. Please help ?

Yanike_S
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Re: Splitting a bank transaction to separate invoices

Hi @4Annette and @ali23 

 

Thanks for the clarification. I have been able to replicate this in my software as well. Currently, when you are using the search bar it will automatically clear the original selection. I can see that we could handle this better by leaving the already ticked invoices in the selection, so I have raised this as an enhancement with the developers. Thanks for you letting us know!

 

In the meantime I recommend scrolling through the list to select both invoices. 

Kind regards,
Yanike

MYOB Community Support

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4Annette
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Re: Splitting a bank transaction to separate invoices

I am sorry, are you saying I need to scroll through every outstanding invoice? which is 100's? To be able to split a transaction? That is not an option the time that will take with the amount of split transactions is unbelievable. How soon will this mistake be fixed? 

Yanike_S
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Re: Splitting a bank transaction to separate invoices

Hi @4Annette 

 

I have lodged this with the developers and marked your case as needing this development. As soon as this will become available you will be notified via the email address you are using on the forum. I don't have a timeframe for this.

 

In the meantime, though I understand this is not ideal in your situation, you could try using Possible match found to view the possible matches or sorting the header bars, such a Date/Reference/Total to speed up the process of finding your invoice. 

Kind regards,
Yanike

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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