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Is there anywhere feedback from clients and issues is available to view? A post outlining problems and the level of client service has been considered and removed by the admin so I'm left wondering where reviews can be placed as there's no Google Review option and no social media option either. Are other users wanting somewhere for reviews or know where they can be found?0Views0likes0CommentsGuidance Needed on Reversing Sales Order and Payment
Hello Guys, Back in December 2021, our client received a sales order and made a payment against it. However, despite receiving the payment, the order was not fulfilled or shipped. As a result, the payment was allocated to the order as a deposit. To rectify this situation, I am considering advising our client to reverse the payment allocation and subsequently reverse the sales order. I propose dating these reversals for the June 2024 Quarter to ensure they are captured accurately in our FY2024 balances. Before proceeding, I have a couple of questions: Upon the reversal of payment allocation, will this action result in the bank details becoming unreconciled? In other words, will the amount float in the bank feed until it is re-allocated or reconciled with a different transaction? When we reverse the sales order and payment, will this process generate a credit note similar to how it works with sales invoices? I appreciate your guidance on these matters, as it is crucial that we ensure the proper allocation of this payment to the succeeding invoices of the customer, so we are considering to code the allocated payment as "Credit Note" or if you have other advise, it will be fully appreciated. Thanks in advance29Views0likes7CommentsOnline Administrator access unable to download MYOB invoices
Hi Can you advise why I don't have the option to download your invoices - I have administrator access. Below is a snippet from user with "Owner" access. Every time I need to download MYOB's invoice, I have to wait for a code from the "owner" so trying to bypass this stage. Is there an option for invoices to be emailed instead? Thanks Ida5Views0likes1Comment