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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
    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