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Auto Payment Allocation not working

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DDW
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Auto Payment Allocation not working

Since the new version, none of the Bank transactions auto allocate.

 

Employee payroll bank transfers wont auto allocate to payroll.

Ive removed & re added bank feeds with no change.

 

Invoices wont auto allocate to bank transactions.

 

Super payments wont auto allocate.

 

Constantly needing to search for transactions to match allocate which is very time consuming & not user friendly.

 

6 REPLIES 6
CloverQ
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Re: Auto Payment Allocation not working

Hi @DDW 

 

In the new Essentials/MYOB Business, please go to Banking > Bank Rules and make sure the option of 'Automatically match bank transactions to bills and invoices' are ticked. The auto-match happens when the bank transaction and MYOB transaction have the same date and amount and the MYOB transaction is the correct type. Please find more details in this Help article: Matching bank transactions

 

If you'd like certain bank transactions to be automatically allocated to an account, it can be done via setting up rules. If you had rules created in the past and isn't working for you right now, please delete and recreate it then try again.

 

Please feel free to let us know if you have any further questions.

Kind regards,
Clover

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DDW
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Re: Auto Payment Allocation not working

Ive done exactly what you have mentioned and auto allocating still isnt working.

CloverQ
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Re: Auto Payment Allocation not working

Hi @DDW 

 

Thank you for the update.

 

When you are looking at the bank transactions to be matched/allocated, does it show there are any possible matches found? If no possible matches are found automatically, could you please go to the 'Match transaction' tab and search for the Essentials transactions manually, does it come up? 

 

If the Bank Transactions list doesn't find any possible matches automatically but manual search is able to find the match, could you please provide screenshots of an example (with sensitive information covered) showing the above steps so we can look into it further? 

Kind regards,
Clover

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El_G
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Re: Auto Payment Allocation not working

Same issue here.

New upgrade has gone backwards IMO

Blackmoggie
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Re: Auto Payment Allocation not working

I have the same issue this morning, none of my allocated transactions have come in, I've tried what you said, see attached.

for a while now putting in a list of shops like Coles, Woolworths, Bunnings etc hasn't worked for me when it's my own expenses, not the business. I've been having to do them all manually, which is most annoying, and now nothing is working, and I don't want to have to recreate them all again.Screen Shot 2023-03-03 at 11.03.13 am.pngScreen Shot 2023-03-03 at 11.02.54 am.png

CloverQ
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Re: Auto Payment Allocation not working

Hi @Blackmoggie 

 

I assume you want to apply to 'Rent' bank feeds rule to this $455 transaction, that it would automatically create a new Spend Money transaction for this amount. If so, could you please send a screenshot of this 'Rent' rule settings, so we can try replicating it and check it further?

Kind regards,
Clover

MYOB Community Support

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