Forum Discussion

jay15's avatar
jay15
Contributing User
2 years ago

MYOB Business: Bank Rule Matching not always working

Hi I have set up a number of bank rules in MYOB Business.  Some work most of the time, but there are a few regular ones that wont trigger a match.   If I go into the rule setting (and dont change a...
  • Celia_B's avatar
    Celia_B
    2 years ago

    Hi jay15, 

     

    Thank your for getting back to us and providing an update on the issue. 

     

    I understand that this is frustrating on your end and that you always need to re-save each rule. Please accept our apologies for the inconvenience this has caused you. However, by default, MYOB Essentials will auto-match a transaction if there is one exact match available. You might want to turn this off if you have a lot of transactions for the same amount, or if you find transactions often incorrectly auto matched.   

     

    You can check on this Help Article: Managing Rules for more information. 

     

    If you need further assistance with this, feel free to post again. We're happy to assist you. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Best Regards, 

    Cel

     

Earl_HD's avatar
Earl_HD
MYOB Moderator

Hi jay15, 

Thank you for your post and welcome to the Community Forum! Can I please confirm if this happens when you're accessing the AccountRight browser version ? If so our teams have found that if a bank feed rule has been created in the desktop version of the AccountRight file and then accessed in the browser version, if the tax code is set to (default) in the desktop, in the browser version it is missing the tax code. This is currently under investigation by our teams, currently the workaround is to edit the bank feed rule in AccountRight in browser and add the missing tax code. 

 

Please do let us know if you have any further questions. 

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Regards,
Earl

jay15's avatar
jay15
Contributing User
2 years ago

Hi - I am using MYOB BUSINESS - all browser based.

  • Celia_B's avatar
    Celia_B
    MYOB Staff
    2 years ago

    Hi jay15,

     

    We just wanted to follow up on your concern. May I know how you go about the issue? We simply wanted to ensure that we addressed the issue correctly. And if you need more support with this or in the future, please post again. Alternatively, you can send us a Private Message. We are delighted to assist you. 

     

    Thanks, 

    Cel

     

    • jay15's avatar
      jay15
      Contributing User
      2 years ago

      still not working.

       

      when a rule doesnt match, I have to go into saved rules settings, open the rule, click save, then it matches.

      • Celia_B's avatar
        Celia_B
        MYOB Staff
        2 years ago

        HI jay15, 

         

        We simply want to follow up on your concern. We want to ensure that we addressed the issue correctly. Let us know if the issue is resolved, or if you need further assistance with this, please reach out to us anytime. We are happy to assist.  

         

        Thanks, 

        Cel 

         

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.