Determining PAYBY transactions

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DKitching
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Determining PAYBY transactions

I cant tell whos paid me the associated amount in my banking transactions report when I get  the transfer advice only, when it may be for mulltiple invoices... how can I remedy this? 

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Steven_M
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Re: TRANSFER FROM MYOB PAYBY MYOB000079 TRANSFER

Hi @DKitching 

 

Check out the Online Invoice Payment reports - Reporting>>Reports>>Business reports.

 

The Transaction details report outlines the invoices that have been paid and settlement information so I would be running that report in your situation.

Kind regards,
Steven

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DKitching
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Re: TRANSFER FROM MYOB PAYBY MYOB000079 TRANSFER

 

thanks but there's not the detail I need in any report that I can find...I note I asked MYOB to give me the details some days ago and no reply as yet...

Steven_M
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Re: TRANSFER FROM MYOB PAYBY MYOB000079 TRANSFER

Hi @DKitching 

 

Generally speaking, those Online Invoice Payments reports would be the reports used to showcase that information and should be the go-to reports to obtain that online payment/settlement information

If you do need further assistance with a particular payment then we do recommend reaching out to the payments team on 1300 783 674 - do have information relating to the payment handy.

Please note that this phone-based team only deals with Online Invoices Payments. If you do have another support query relating to the software do please post on this Community Forum.

Kind regards,
Steven

MYOB Community Support

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DKitching
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Re: TRANSFER FROM MYOB PAYBY MYOB000079 TRANSFER

yeah done that, waiting..waiting... it seems it will be an on going problem unless the syetm is altered... 

DKitching
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Re: TRANSFER FROM MYOB PAYBY MYOB000079 TRANSFER

i rang again and they helped me this time, there's a report called " online transactions", looking at that I see the total amount on the particular day paid was for three invoices, from 2 different clients, no wonder I couldnt work it out ..but all good now :-)

User_07092023
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Re: TRANSFER FROM MYOB PAYBY MYOB000079 TRANSFER

I can not find this report anywhere under my reports i have listed.  So how do I find how to match up payments with invoices please tell me urgently? 

User_07092023
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Re: TRANSFER FROM MYOB PAYBY MYOB000079 TRANSFER

DKitching 

where is this report hidden please as it is not listed in my essentials reports 

DKitching
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Re: TRANSFER FROM MYOB PAYBY MYOB000079 TRANSFER

go to reports page ,scroll right down to the bottom, there's an online invoices payments tab, on my essentials anyway...

User_07092023
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Re: TRANSFER FROM MYOB PAYBY MYOB000079 TRANSFER

Thank you lifesaver

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