Bank feed not active in MYOB
Hi, I requested a bank feed for one of our bank accounts on 19/3/24 & my bank is showing it as active. However, in 'manage bank feeds' within myob, it is showing a status of 'awaiting bank' & no feeds have come through yet. I also noticed that the status of an existing bank feed for a different account also has the same status although the transactions are coming through fine. I would have expected that one to have a status of 'Active - Awaiting Transactions' based on the status descriptions. Would appreciate some assistance as the time is drawing near for quarterly BAS lodgement. Regards Nicky157Views0likes3CommentsBank Transactions missing from a QIF IMPORT
I am having several issues with MYOB Business. I normally import a QIF file into my bank account feed. It has not pulled through all bank transactions for that time period even though they have cleared. I have tried deleting previous data imports however it won't let me delete them. Then when i go banking, banking transactions its not letting me view previoulsy allocated bank transactions for the bank account however it will let me for the debit card. I have tried contacting support and i'm not having very much luck at all. Creating a lot of stress for a volunteer position.116Views0likes1CommentRECURRING TRANSACTION - In Tray & Bank Feeds
It would be so great if you could use RECURRING TRANSACTION when selecting a file in the INTRAY ie. Creating a New Bill or New Spend Money without losing the info or the linked file. Please please please. Also to be able to ues RECURRING TRANSACTION in Bank Feeds (*understanding that it is a "New Transaction"). That is exactly what we are doing: is creating a New Transaction from a Bank Transaction. as per a response to the post below from October 2022.......>>>>>>>>>>> Melisa_D 10,735 Posts Former Staff October 2022 Hi@EileenK, Sorry for the delay in my response. You can use recurring transactions in the spend money window but not from the bank feeds window, this is because in bank feeds if you click on New > Spend money, the use recurring button is greyed out because you're telling AccountRight that you are creating a new transaction. Instead of using recurring transactions you could createbank feed rules these rules will automatically create matching transactions in AccountRight, or to help match payments to invoices and bills. Cheers, MelisaBank Feed out of balance, but Bank Reconciliation IN balance
Please help. My bank feed is "out of balance" (see picture from old similar post) exactly like this. However, my bank reconciation is perfectly balance. How can this be possible? Please don't tell me to follow the steps to find the problem in my bank reconciliation - my bank reconciliation is fine. It is only here in "bank feeds" that is shows an out of balance amount. Please help! TassinSolved528Views0likes1CommentBank Feeds: Hiddden transactions
Hello, If I hide an item form the back feed because it has already been manually reconciled, does this still need to be cleared somewhere? Or can it stay hidden in perpituity? My former bookkeeper is telling me hiding them created balancing issues on my balance sheet? She claims hiding them "sends them to the balance sheet where they then have to be journaled out"? Is this correct? Regards.189Views0likes1CommentAfter I installed the latest update to AccountRight, the Rules and Bank Feeds no longer work.
Last week I updated my Account Right and since thenTWO THINGS - Rules and Bank Feeds are unusable. So I tried the online Contact (i.e. I made a "Support Request"). I feel like maybe a computer program is answering these Support Requests because the answers they gave me were of no help whatsoever. You put your Support Request in and they come right back to you - with nothing helpful. You're trying to think about how to deal with their nonsensical "help" and then you get an email saying since you haven't replied in, possibly 2 hours, they're closing your case, and you should put in another Support Request. So, * , the MYOB Trust Pilot whisperer, he said to try the MYOB Community. So here I am. THING ONE - RULES When I look at my Bank Feeds now, in the middle column, they all say, "Find New" Usually there are many that say "Approve". I can see that I have Rules that should be being picked up, but they aren't being picked up. When I go into Manage Rules and, under Description, I make the top line which is called "the exact word or phrase", well I make it an exact word or phrase that's on the transaction on my bank statement. I always refresh (Green swirly arrow) the Rules and the Bank Feeds, but the Rule is not picked up anymore. It still says "Find New". THING TWO - BANK FEEDS Transactions that definitely should be in my Bank Feeds are not there! I've never had that happen before! And then when I click on Get Bank Transactions, it says there aren't any new bank transactions, even when I know for a fact that there are. The latest Bank Feeds are dated 16.2.23. Perhaps that's the date that I did the latest MYOB update? When I go to my online bank, I can see that there certainly are new transactions since 16.2.23. And I can see that in the middle of the Bank Feed, there should be about 6 or so transactions that are on the bank statement, but they are missing from the Bank Feed.614Views0likes6CommentsAutomatic Allocation of Bank Feeds
I have noticed that since the last upgrade we now have deposits to our bank account being automatically allocated to open sales invoices that we have in our system. Ordinarily this would be considered a good thing because it saves time matching deposits to your sales invoices, my problem is that we operate a business where the vast majority of our invoices are prepared on behalf of other businesses and we need to know when each invoice has been paid so that we can forward the payment on to the other business. We don't have any rules set up to automatically allocate bank feeds to sales invoices so I am guessing this a system wide upgrade and I am wondering if there is a way to turn this functionality off for our business. ThanksSolved2.4KViews0likes4Comments