After further research I have managed to follow the directions on this chain Why can't I match employee pays in Bank transactions? | MYOB Community
I set up the bank file and downloaded it but haven't uploaded it to our bank as the employee has already been paid. So the transaction no longer appears in the Prepare Electronic Transactions however it is still showing as greyed out in the Transaction History and isn't showing in when reconciling.
Is there another step I have to complete in order for it to show (without reversing it) or do I still have to reverse it and re-process it?
Hi Katarina1988,
Reversing the transaction can indeed complicate things, so it's best to check with your accountant before making any changes to your recorded transactions. There are a few reasons why transactions might appear grayed out. First, go to Setup > Preferences > Security and check the lock period and the transactions cannot be changed option. If it's unticked, then you would need to make sure you have the necessary roles and permissions for banking.
If transactions aren't showing up in the reconciliation window, try doing a future-dated reconciliation and then undo it to make the transaction appear. If the transaction is still missing from the reconciliation screen, please reach out to our support team for further assistance. You can contact them via live chat through the virtual assistant MOCA or submit a support request at myaccount.myob.com.
Cheers,
Princess
