Unable to Match Existing Transactions on Bank Feed
I have two transactions on my bank feed (transfer between accounts) that have not been auto matched by MYOB and the matching transaction does not show when I try to manually match to existing record or use the find option. The date and amounts are the same.
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 Nicky
Bank 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.
RECURRING 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, Melisa