Link to supplier invoice scan from Pay Bills Screen
Hi All, We are transitioning to using the Intray to scan and OCR invoices, but we have one sticking point surrounding our checking process which I am hoping someone may be able to point us in a direction from previous experience. Our process to for checking invoices prior to creating the bank file is to print a copy of the remittance and verify the details of each invoice against the remittance.But as we will no longer have physical copies of the invoice to check against then we must rely on the scanned copies saved against the purchase entry. As far as I can see the only way to readily access the scan is through a web of screens from the Prepare Electronic Payments (I know there are other ways, but from the point of checking I think this is the most direct route), which is rather time consuming. So I'm wondering if anyone else has an idea to easily access the scanned copy that might be able to help in this manner. What would be ideal is a link to open the invoice from the Pay Bills screen under Prepare Electronic Payments. There is a nice empty field at the right of the table that would be ideal in this case. Is there any ways to add an extra field/link into this table that might be able to do the job.20Views0likes1CommentHow do I know who paid me by Stripe?
I received a deposit to my bank account via Stripe. These deposits do not have any customer identifiers or invoice numbers as far as I can tell. The invoice(s) will show as closed in the software but I'd like to see who this was from. I figure it must be two or more invoices as the amount doesn't match just one. Any ideas? I wanted to ask this on MYOB chat help but I can't see any chat support any more! Any tips greatly appreciated.Solved35Views0likes3CommentsElectronic Payment total different to bank withdrawal
Help please... I have an EP totalling $5,610.80 but the corresponding bank withdrawal is for $50 less - a total of $5,560.80. There is no one payment within the EP batch for $50 and I have not received any advice from the bank that there were any incorrect bank details for any of our payees. What can I do to identify this difference and reconcile my account? Thanks, Trudy12Views0likes1CommentAccounts receivable: GST on MYOB's Credit Card Surcharge on payments not reconciling with payment amount
Hi MYOB Community, I have a payment made by a customer via Credit Card, and it doesn't match the invoice price. Payment is $3.90 more than my invoice. The price difference between the Invoice amount and the Bank Feed amount is exactly the GST of MYOB's Surcharge for a credit card payment, less $0.25 cent merchant fee. My payment notification from MYOB looks like: You've just been paid $2,581.83 by (Customer) Invoice amount $2,305.62 Tax $ 230.56 Surcharge $ 45.65 Total amount $2,581.83 Surcharge (excluding GST) $ 41.50 Merchant Fee $ 0.25 Total amount Received $2,540.08 And that is the amount in my Bank Feed. My Invoice to match this payment against is$2,536.18 What am I missing in the invoicing process that it does not include the GST of the surcharge? And how do I best reconcile this payment now. Thank you!28Views0likes1CommentAllocating Spend Money in Bank Feeds
Hi All, I have a client who gets the following error every time they attempt to create a Spend Money transaction from their Bank Feeds. The Spend Money window appears to default to an Electronic Payment without allowing the user to uncheck the option. It therefore insists that they have a supplier card for every transaction. I am not sure how this was turned on or been able to find the option to turn it off. Any suggestions please? TIA AlanT15Views0likes1Commenthow to deal with a bill payment I paid for my customer
I have two company A and B. A sales production to B. B need to pay a bill but I use A's credit card to pay it. So I created a purchased order in B's account. How to deal with the credit card transaction in A's bank feed, and how to record Journal Entry, which is debit and which is credit?13Views0likes1CommentFirst Bank Feed download
Hi All I've downloaded my first bank feed which had over 900 transactions, dating back to July 2023. Most of them I don't need, as I had manually reconciled my Bank Account up until 9th May. How do I get rid of the unnecessary Bank Transactions on the "Bank Statement" side? I am not using MYOB Live, only desktop.21Views1like1CommentBank Feeds
Hi Myob team, We already have bank feeds set up for one bank. But how do we set up another Bank account. can we use both. Also we created another bank GL in Chart of accounts. How do we link the bank GL, like our other bank GL is linked, so we use aba files etc. thank you. G7Views0likes1Comment