![]() I did read that someone said it will match with one customer invoice for the same exact amount paid, but this does not help with a customer pays $100K for 30 invoices. If the rule is applied, MYOB will suggest matches from this customer's unpaid invoices.Īnd yes this is turned on, "In order for them to work in the browser, you'll need to ensure the preferences, Automatically allocate bank transactions using bank feed rules and Automatically match bank transactions to MYOB bills and invoices, have been selected on the Bank rules page." I'm in WA and when every second customer starts with "Western" then it adds a lot of typing.Ĭreating Rules states: Choose a Customer. Yes I understand that I can type in ABC under customer or search but this seems to defeat the purpose of having an auto matching rule to speed up the process. When I go to "Match" the transaction field lists ALL the open invoices for ALL my customers, not just ABC as it should. It shows on the rule "Suggest matches from this customer's unpaid invoices Customer = ABC selected". I have just switched and started using the on-line version and I cannot get the bank rule to work the same as it used to. In the old desktop version I've been using for years, it would work fine and list the open invoices for customer ABC only and I would select the two invoices. Let's say they have two open invoices $3K and $7K = $10K total. The rule is set-up to look for description = exact word ABC in the bank entry and then look for open invoices for this customer ABC. I have a bank feed rule for example customer = ABC.
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