Forum Discussion

BB12's avatar
BB12
Contributing User
2 years ago
Solved

Credit Card Surcharge - Job Code missing

Hi,

 

I am new to the credit card surcharges.  When we received the 1.8% online payment surcharge it is being processed as a deposit to our "undeposited fund".  However, we are unable to allocate a job to the transactions.  This means that at the end of the month, we have a number of transactions appearing in the Job Exceptions (Cash Transactions) Report, and we are unable to amend the transactions and allocate them to a job code. 

 

Can you provide any assistance?

 

thanks

 

  • Genreve_S's avatar
    Genreve_S
    2 years ago

    Hi GPM1, 

     

    Thank you for your response and the screenshot you've attached. 

     

    It seems that the normal process of Online Invoice Payments defaults to passing the transaction to the undeposited funds. This can be found in this article, Customer surcharging for online payments. 

     

    If you want to edit the surcharge transaction to add a job, you will need to delete the electronic payment (bulk payment), edit the surcharge of the individual transaction, and then recreate the electronic payment. Although this is a lot of work to achieve a goal, this is the only option we have. Rest assured we will raise this to the development team. 

     

    In the meantime, let us know if you need any other assistance. 

     

    Thanks,

    Genreve

7 Replies

  • GPM1's avatar
    GPM1
    Contributing User
    2 years ago

    I have excatly the same question - did you receive any response? - Otherwise i will be needing to do a journal to force the job code in

  • BB12's avatar
    BB12
    Contributing User
    2 years ago

    I haven't received a response yet.  I've journaled the transactions & I'm hoping that MYOB provides a solution soon.  Luckily we don't have many transactions. 

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi BB12, 

     

    Thanks for posting your concern in the forum. We appreciate you for taking the time to attach screenshots.

     

    I'm sorry to hear about your issue adding a job code for surcharges. You can open individual transactions like the CR010307S and edit them to add a surcharge. If you can't edit the information, may I get you to send us a screenshot of your Setup> Preferences > Security tab window? 

     

    We look forward to your response. 

     

    Thanks,

    Genreve

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi GPM1,

     

    Thanks for your response. I appreciate you attaching a screenshot. 

     

    It seems that your Preferences settings are not a hindrance to editing the transaction. Another possible reason for this is the transaction might have passed through undeposited funds and was moved to the bank account. May I get you to open one of the surcharge transactions and send me a recap of that transaction? 

     

    We look forward to your response.

     

    Thanks,

    Genreve

  • GPM1's avatar
    GPM1
    Contributing User
    2 years ago

    It did pass from undeposited funds - recap attached

     

    How should this be posted to avoid this?

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi GPM1, 

     

    Thank you for your response and the screenshot you've attached. 

     

    It seems that the normal process of Online Invoice Payments defaults to passing the transaction to the undeposited funds. This can be found in this article, Customer surcharging for online payments. 

     

    If you want to edit the surcharge transaction to add a job, you will need to delete the electronic payment (bulk payment), edit the surcharge of the individual transaction, and then recreate the electronic payment. Although this is a lot of work to achieve a goal, this is the only option we have. Rest assured we will raise this to the development team. 

     

    In the meantime, let us know if you need any other assistance. 

     

    Thanks,

    Genreve

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