Forum Discussion

cnsmx's avatar
cnsmx
Contributing User
2 years ago

Allocation of Funds

I have received funds, which are entered through banking/receive money but I can't allocate the funds to invoices created in sales/invoices.   Can someone please assist.   Nothing I have read or ...
  • Earl_HD's avatar
    Earl_HD
    2 years ago

    Hi cnsmx,

    Thanks for reaching out. If an invoice doesn't appear to be matched in Bank transactions, go to Invoices>>Create invoice payment and record the payment. You will then be able to match the payment transaction to the bank feed transaction in Bank transactions.

    Please do let me know how you go with this.
    Regards,
    Earl

Earl_HD's avatar
Earl_HD
MYOB Moderator

Hi cnsmx,

Thanks for reaching out. If an invoice doesn't appear to be matched in Bank transactions, go to Invoices>>Create invoice payment and record the payment. You will then be able to match the payment transaction to the bank feed transaction in Bank transactions.

Please do let me know how you go with this.
Regards,
Earl

cnsmx's avatar
cnsmx
Contributing User
2 years ago

Thanks Earl, I have now got it worked out.  Thanks for your help!

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 years ago

    Hi cnsmx,

    You're very welcome. It's great to hear that your problem is now resolved, feel free to post again and one of us will be happy to assist you.

    Regards,
    Earl

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