Better control over your bank feeds

MYOB Staff Post Kylie_N
14 Posts
MYOB Staff Post
MYOB Staff Post

14Posts

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We’re hearing that you like the smoother banking experience, and want more. Now, you can choose to turn off the auto-matching, and manually match transactions.

 

Maybe you have lots of transactions for the same amount, or maybe you just find the auto-matching isn’t working for your business. Either way, if you’re using the new Bank transactions page, you now have the option to turn off auto-matching.

 

 

What happens when auto-matching is turned on?

 

When this preference is turned on, bank transactions (on bank feeds or imported bank statements) are auto-matched to an MYOB Essentials transaction when there is only one exact match available. Auto-matched and auto-allocated transactions have a magic wand icon beside them in the Bank transactions page.

 

 automatched.png

 

 

What happens when auto-matching is turned off?

 

When this feature is turned off, transactions with one exact match will no longer be auto-matched. Instead, they’ll show up on the bank feed as having one match available, and you’ll need to manually confirm the match yourself.

 

 automatch_off.png

 

 

How do I turn off auto-matching?

 

If you don’t want matching to happen automatically – for example, if you have a lot of transactions for the same amount, or if you’ve noticed a lot of transactions auto-matching incorrectly – you can switch off this feature on the Allocation rules page (Banking menu > Manage allocation rules).

 

You’ll only be able to turn off auto-matching if you’ve switched over to the new banking.

 

 automatch_option.png

 

 

 

This is just the first of the small enhancements we'll be making to the banking area in Essentials over the next month.