Before you start
Make sure:
Your MYOB integration is already connected in Ordermentum.
You have access to your MYOB company file.
You know which bank account in MYOB receives your Ordermentum batch payments.
How to enable auto-reconciliation
In Ordermentum, go to Integration Settings.
Turn on Auto-Reconciliation.
Choose the correct bank account from the dropdown menu.
This should be the account in MYOB where your Ordermentum batch payments are deposited.
Choosing the wrong account may stop reconciliation from working, as the deposits won’t line up.
Click Save.
What happens in MYOB
Invoices created in Ordermentum will flow into MYOB as normal.
Each day, Ordermentum sends a single batch payment to your bank account.
In MYOB’s Reconcile Accounts screen, this deposit will appear in your bank feed.
The deposit will include a reference that matches the Settlement Reference on your Ordermentum invoice, so you can confirm it relates to the correct payment.
MYOB automatically matches the deposit to the invoices it covers.
Once selected together, the account balance will return to $0.00, and you can reconcile.
Invoices update to show as Paid and move to Closed status in MYOB, with the payment recorded in the invoice activity history.
Why auto-reconciliation might fail
In some cases, you may need to reconcile manually. Common reasons include:
The invoice was not successfully created in MYOB.
The invoice amount in MYOB doesn’t match the payment amount.
The wrong bank account was selected in Ordermentum.
The payment is older than the date range currently being reconciled in MYOB.
The invoice was edited or deleted after being synced.
Troubleshooting
Wrong bank account selected?
Go back to Integration Settings in Ordermentum and choose the correct account.An invoice didn’t reconcile automatically?
Simply reconcile it manually in MYOB, just like any other payment.