Posts
Sales Order
Subject: Clarification on Deleting or Reversing Sales Order in FY2024 Hi Team, I hope this email finds you well. Our client has identified a Sales Order from 2021 that did not proceed and wishes to have it deleted as part of their FY2024 bookkeeping cleanup. However, we need to ensure that this action will not have any unintended consequences on the balances of inventory and purchases from prior years up to FY2023. Here are some questions and considerations regarding this matter: Will deleting this order affect the balances of inventory and purchases from prior years up to FY2023? If deletion does not impact previous year balances, can we proceed with deleting the order right away? We've come across information suggesting that instead of deleting the order, MYOB may propose to "reverse the order." In this case, what should we advise our client: to delete or to reverse the order? What is the difference between deleting an order and reversing it? Your insights and guidance on how best to handle this situation would be greatly appreciated.9Views0likes0CommentsOnline and Desktop templates
I can see there was a semi-answer to my first question in March 2023; but I'm wanting to know if there's a way to recreate the (nice looking) online sales template to the (currently horrible looking) desktop template. I find the desktop template editor not user friendly at all; and now we have turned on online payments the desktop template is not fit for purpose. My finance officer uses the desktop app exclusively and asking her to switch to the online app just to send invoices is ridiculous. Also - we have this long list of no longer used Desktop templates that we are not able to delete. Is there any way to remove: Pre-Printed Invoice Plain Paper Invoice MPS-INCIIPLN-2009 MYOB M-Powered Tax Inclusive MPS-EXIIPLN-2009 MYOB M-Powered Tax Exclusive INCIPLN-2009 Tax Inclusive Plain Paper Inv INCIIPRE-2009 Tax Inclusive Pre-Printed Inv37Views0likes1Comment