Matching transactions
in the OLD SYSTEM i would create a invoice then select save...I would then go to banking.bank transactions then i would find the transaction in the list...next to the transaciton it would show match found and I would match it to the purchase I made...but now its not doing this in the NEW SYSTEM:manfrustrated: I have to now go back into the purchase and enter the payment date and how it was paid then go back to banking>bank transactions then it will say match found and I match the transaction HOWEVER this is taking more of my time amd seems backards to remove this feature:manfrustrated:
Hi LCrowhurst
You don't need to enter an amount in the Match amount field. When you select a transaction the Match amount field is prefilled with the payment amount and the out of balance will be zero:
You can choose to manually enter the amount in the Match amount field if the payment is being split across multiple transactions.
Allocating and matching works the same in the newer platform as it did in the original platform:
- if there is an existing transaction recorded in MYOB Essentials you need to match the bank feed to the MYOB Essentials transaction
- if the MYOB Essentials transaction has not been recorded select allocate, this will automatically record the applicable MYOB Essentials transaction. For example, you have a bank transaction for the electricity bill, allocate the bank transaction to the electricity expense account and the Spend money transaction will be automatically recorded
Please let me know if you need further help.
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