Trying to allocate PAYDIRECT transactions

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Trying to allocate PAYDIRECT transactions

Hi.  Trying to allocate some PAYDIRECT payments.  

One - It says there are 3 matching transactions, but only 2 show.  These two are customer payments that have already been received, I assume.

Two - I cannot find a matching invoice, which seems realy strange because I didn't think the customer could change the amount.

Allocating Transaction.png
Allocating Transaction 2.png
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Re: Trying to allocate PAYDIRECT transactions

Don't worry.  All sorted.  PAYDIRECT payments can be multiple invoices in one payment.  It's just diffilcult to know which invoice that actual payment applies to when I have multiple invoices of the same amount.

 

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Re: Trying to allocate PAYDIRECT transactions

It would be really nice if PayDirect could send you a advise when they deposit money  including invoice numbersz so you know which invoices to allocate it to

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Re: Trying to allocate PAYDIRECT transactions

Hi Cameronad

 

Can you please let me know where I can find in MYOB what you showed in your screenshot.  It is what I have been looking for!

 

Many thanks

emily

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Re: Trying to allocate PAYDIRECT transactions

Hi @Longreach 


The screenshots that @Cameronad  have taken are that of the Banking>>Bank Transactions window. It appears that they have selected the necessary bank transaction and selecting the Match transaction option to bring up the list of transactions already recorded in MYOB Essentials to which they can match that transaction to.

 

Our Help Article: Online payments outlines more information on dealing with online payments when they do come in.

Kind regards,
Steven

MYOB Community Support

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

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Re: Trying to allocate PAYDIRECT transactions

Hi Steven_M

 

Thanks for replying.  We actually have accountright so that explains why I couldn't find it.  Do you have any ideas if there is a report in there that I can double check?

 

Many thanks

Emily

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