Bank feed not active in MYOB
Hi, I requested a bank feed for one of our bank accounts on 19/3/24 & my bank is showing it as active. However, in 'manage bank feeds' within myob, it is showing a status of 'awaiting bank' & no feeds have come through yet. I also noticed that the status of an existing bank feed for a different account also has the same status although the transactions are coming through fine. I would have expected that one to have a status of 'Active - Awaiting Transactions' based on the status descriptions. Would appreciate some assistance as the time is drawing near for quarterly BAS lodgement. Regards Nicky203Views0likes3CommentsBank Transactions missing from a QIF IMPORT
I am having several issues with MYOB Business. I normally import a QIF file into my bank account feed. It has not pulled through all bank transactions for that time period even though they have cleared. I have tried deleting previous data imports however it won't let me delete them. Then when i go banking, banking transactions its not letting me view previoulsy allocated bank transactions for the bank account however it will let me for the debit card. I have tried contacting support and i'm not having very much luck at all. Creating a lot of stress for a volunteer position.178Views0likes1CommentRECURRING TRANSACTION - In Tray & Bank Feeds
It would be so great if you could use RECURRING TRANSACTION when selecting a file in the INTRAY ie. Creating a New Bill or New Spend Money without losing the info or the linked file. Please please please. Also to be able to ues RECURRING TRANSACTION in Bank Feeds (*understanding that it is a "New Transaction"). That is exactly what we are doing: is creating a New Transaction from a Bank Transaction. as per a response to the post below from October 2022.......>>>>>>>>>>> Melisa_D 10,735 Posts Former Staff October 2022 Hi @EileenK, Sorry for the delay in my response. You can use recurring transactions in the spend money window but not from the bank feeds window, this is because in bank feeds if you click on New > Spend money, the use recurring button is greyed out because you're telling AccountRight that you are creating a new transaction. Instead of using recurring transactions you could create bank feed rules these rules will automatically create matching transactions in AccountRight, or to help match payments to invoices and bills. Cheers, MelisaBank Feed out of balance, but Bank Reconciliation IN balance
Please help. My bank feed is "out of balance" (see picture from old similar post) exactly like this. However, my bank reconciation is perfectly balance. How can this be possible? Please don't tell me to follow the steps to find the problem in my bank reconciliation - my bank reconciliation is fine. It is only here in "bank feeds" that is shows an out of balance amount. Please help! TassinSolved721Views0likes1CommentAutomatic Allocation of Bank Feeds
I have noticed that since the last upgrade we now have deposits to our bank account being automatically allocated to open sales invoices that we have in our system. Ordinarily this would be considered a good thing because it saves time matching deposits to your sales invoices, my problem is that we operate a business where the vast majority of our invoices are prepared on behalf of other businesses and we need to know when each invoice has been paid so that we can forward the payment on to the other business. We don't have any rules set up to automatically allocate bank feeds to sales invoices so I am guessing this a system wide upgrade and I am wondering if there is a way to turn this functionality off for our business. ThanksSolved2.5KViews0likes4Commentshow to record banked cash and cheque multiple clients
Hi everyone, Hoping someone can help me out. So the other day i banked some cash and a cheque at the same time. Unfortunately both deposits were from different payers. I usually record payments/deposits through bank feeds so when I go to record ''receive payments' , I obviously can't select 2 different customers. After a bit of research I read about recording them to an 'undeposited funds' account and I understand how that works and is fine expect I can't select this option when I go to 'receive payments' as this greyed out. How do i change this so I can record correctly? Thank you for your help in advance. TashSolved820Views0likes2CommentsBank Feeds
New to Bank Feeds. I have a deposit whose decription has come thru as CBA followed by the business name (eg CBA Eggs Galore Co.) I have an invoice I've done as Eggs Galore, the amount is the same but dates are different. When I click on "Find" I change the dates but it will not find a matching invoice. Is this because Bank Feeds is looking for the name CBA Eggs Galore Co. and I have the company name as just Eggs Galore. How do I get it to find the invoice?Solved820Views0likes1CommentOld Unused Bank Feeds
Hello, We registered for Bank Feeds back in 2017 but clearly haven't been using it. I am now wanting to enforce this process but how do I clear the old records? The transactions have already been offset but showing up in the feed. I clearly can't link them as already linked if that makes sense? How do I reconcile all effective now and clear to do things right in the future? Do I just reconcile current and then say they are all done in reconciliation and enter the correct balance?Solved1.4KViews0likes4Comments