Thank you for your attention in this matter. I worked it out. Allocate me does work if you use Transfer Money instead of Match Transactions. This problem is resolved.
Hi bevmacl,
Thanks for your post and the screenshot. Looking at it, I see there's a transaction at the bottom that matches the $799.60 amount. If you're manually matching transactions, you need to select the transaction below and click 'allocate me' to match it. But if you want this transaction to automatically match, you should go to Banking > Bank Rules and choose the option to 'Automatically match bank transactions to MYOB bills and invoices'. You can find more information in this article about how bank transaction matching works in MYOB Business.
Feel free to post again if you require further help.
If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.
Kind regards,
Shella
I'm sorry First option the 'allocate me' solution does not work.
Second option 'Automatically match bank transactions to MYOB bills and invoices'. - this is not a bill or an invoice. It is supposed to work like the Manual matching instructions in the link you provided - it is not finding the possible matches
"If there isn’t an automatic match, (for example because of a rounding difference in the amounts), or you'd like to match one bank feed transaction to multiple MYOB transactions, click Possible match found to view the possible matches. To help find matching transactions, use the Show, Contact and Search fields. Select one or more transactions to match the bank feed transaction to then click Save:
Hi bevmacl,
Thanks for your response.
When you receive a bank feed, MYOB aims to automatically pair transactions from your fees with existing MYOB records. If there are no recorded MYOB transactions, you have the option to manually match them. If you don't find a corresponding transaction for your bank transaction, I recommend ensuring that the transactions you're attempting to match aren't reconciled or marked as checked in the reconcile accounts window, as this could hinder the process. If manual matching proves unsuccessful, you can allocate bank transactions directly to one or more of your accounts. Please refer to the Help article below for guidance on how matching bank transactions works.
Also, feel free to explore our Community Forum post for tips on how to ensure a transaction appears in the match transaction window.
Feel free to post anytime you need further help.
If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.
Cheers,
Princess
Thank you, I was having problems with a transaction not showing a match when I knew it was there. I unticked it from the reconciliation window and now I can match it. Thank you!!!
Thank you for your reply. I have checked the Reconcile accounts for both the sending bank account and the receiving bank account. Neither show the $799.60 on 22/4/2024, so this does not seem to be the answer for me.
Thank you for your attention in this matter. I worked it out. Allocate me does work if you use Transfer Money instead of Match Transactions. This problem is resolved.
