Forum Discussion

Rocky8's avatar
Rocky8
Experienced User
9 months ago

Matching bank transactions not automatically matching

Ever since we had to upgrade to the latest version of MYOB, my matching bank transactions are not automatically matching.  I have turned on the 'auotmatically match bank transactions to bills and inv...
Doreen_P's avatar
Doreen_P
MYOB Moderator
3 months ago

Hey lena1,

 

As long as the amount is correct, the date won't affect the invoice allocation. You can try to allocate the invoice instead. If it still doesn't work, you can toggle the automatic match rule off and on to refresh it. This has worked for other users, so it should work for you too.

 

Best regards,

Doreen

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.

 

Related content