incorrectly record the payment incorrectly reverse a sale

jc022

I came accross tow problems when using MYOB Account Right.

1. I incorrectly record the payment of an sale invoice which we haven't received the payment yet, how can I reverse?

2. I incorrectly reverse a sale, how can I fix this?

Steven_M

Hi @jc022 

 

A reversal of a transaction can be actioned by:

1. Navigating to Setup>>Preferences>>Security.
2. Enabling Transactions Can't be Changed They Must be Reversed.
3. Select OK.
4. Navigate to the required transaction.
5. Once the transaction is open, go to Edit>>Reverse transaction. This will reverse that transaction.
6. Check the details and record the reversal.

If you have incorrectly reversed a sale, the ideal recommendation would be to delete the reversal - a similar process to the above just ensure that preference is disabled. While you can reverse the reversal it can be complicated and can lead to errors, best to just delete the reversal. 

 

For more information check out Help Articles: Reversing a transaction and Deleting a transaction.