Automated MYOB Bank Reconciliation Alerts
Every morning, WebRun opens MYOB, pulls the latest bank feed transactions still marked unreconciled, matches them against invoices and bills where it can, and writes the remaining unmatched items to a Google Sheet for review. Any transaction that looks like a duplicate payment gets flagged with a Gmail draft to query the customer, left unsent for approval.
How do I clear an unreconciled MYOB bank feed without doing it line by line?
WebRun checks your MYOB bank feed every morning, matches transactions against invoices and bills, and writes whatever is still unmatched to a Google Sheet. Any transaction that looks like a duplicate payment gets a drafted Gmail query to the customer, left unsent so a person can confirm before anything goes out.
- The unreconciled backlog is a short sheet instead of a long scroll in MYOB
- Likely duplicate payments get a drafted query the same morning they appear
- Bookkeepers start the day with a matched list instead of building one first
Built for Small business owners · bookkeepers · accountants · office managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.myob.comin a real browser with your saved login - no setup, no API keys. -
1
MYOB - match transactions to invoices and bills
myob.com
WebRun opens MYOB to match transactions to invoices and bills. - Open MYOB and pull bank feed transactions still marked unreconciled
- Match each one against open invoices and bills where possible
- Flag anything that looks like a duplicate payment
Done when Every unreconciled transaction has been checked against invoices and bills.
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2
Google Sheets - list what is still unmatched
google.com
WebRun opens Google Sheets to list what is still unmatched. - Write the remaining unmatched transactions to a Google Sheet
- Include the date, amount, and the closest possible match
- Remove any transaction resolved since the last run
Done when The sheet reflects only what is genuinely still unmatched.
-
3
Gmail - draft a duplicate payment query
gmail.com
WebRun opens Gmail to draft a duplicate payment query. - Draft a short note to the customer for any likely duplicate payment
- Reference the two transactions that appear to match
- Leave it as a draft in Gmail for you to review and send
Done when A drafted query exists for every likely duplicate payment.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email a customer without me?
Only a draft. A query about a possible duplicate payment is written in Gmail and left for you to review and send, never sent automatically.
Does it reconcile transactions on its own?
No. It only matches what it can and lists what it cannot. Confirming a match and marking it reconciled stays a decision inside MYOB.
How far back does it check?
It reviews whatever your MYOB bank feed still shows as unreconciled, so the sheet always reflects the current backlog, not just new transactions.
Related templates
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