Forum Discussion

greg10's avatar
greg10
2 years ago

Match Bill to Bank Transaction - Statement Text Error

I have created a bill and made a payment to the supplier.  The payment appears on my bank feed and when I match the transactions I can find the bill and it balances to the cent.  However, when I hit ...
bank transaction matching
MYOB Essentials
  • Genreve_S's avatar
    Genreve_S
    2 years ago

    Hi greg10 

    Thank you for posting. 

     

    As Victoria1975 suggested, we need to check on how your file was set up. This Help Article Managing linked accounts is useful in knowing more information about linked accounts. 

     

    What we could do is check the linked accounts for electronic payment and make sure they are on the electronic clearing account. After making sure that the Bank account for electronic payments is already on the electronic clearing account, we could try and match the bank transaction again. 

    If you need further assistance or the issue still persists. Feel free to reply to this thread. 

     

    Best regards 

    Genreve.

     

Victoria1975's avatar
Victoria1975

I'm not entirely sure of the answer to the question. My suggestion is there must be something in your settings. Either look at your Bank settings? OR look at the settings you have for the supplier you've made the bill to. 

Genreve_S's avatar
Genreve_S
MYOB Moderator
2 years ago

Hi greg10 

Thank you for posting. 

 

As Victoria1975 suggested, we need to check on how your file was set up. This Help Article Managing linked accounts is useful in knowing more information about linked accounts. 

 

What we could do is check the linked accounts for electronic payment and make sure they are on the electronic clearing account. After making sure that the Bank account for electronic payments is already on the electronic clearing account, we could try and match the bank transaction again. 

If you need further assistance or the issue still persists. Feel free to reply to this thread. 

 

Best regards 

Genreve.

 

  • greg10's avatar
    greg10
    2 years ago

    Hello VIctoria and Genreve,

     

    the linked account was the problem.  It is now working.

     

    thanks again.

    greg 

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