Account editing while constructing invoice

Question

Hi,

I use to be able to edit the account in use when constructing a new invoice. When I am doing an invoice it is now greyed out and cannot edit outside of the Items tab within Sales. Please note the attached screen shot of the error.

Invoice Error.docx

Steven_M · Answer

Hi @REF

As has been indicated, previously users could update the income account on the Item-based invoice with MYOB Business. This is no longer an option as we have limited that field selection and it is now greyed out. The reason is to prevent the user from selecting an incorrect account for that transaction and also to bring it in line with our other products in the market i.e. AccountRight Desktop.

Going forward the account that is selected for item invoices is the linked account that is listed in the item's record. If you are needing to update that account this can be done prior to recording that invoice through the item's record. Alternatively, by creating a new item with that different linked account and using that on the invoice.

REF · Answer

Hi Clover,

Thank you for the below work around. Are you able to explain why it has changed as the Accounts were able to be edited when using items prior?

Kind regards,

Refia

CloverQ · Answer

Hi @REF

Thank you very much for the screenshot.

The reason you are unable to edit the 'Account' used is because an item is selected for this transaction, so it will use the linked income account for this item. If you use the service layout fields instead of items, the Account field becomes editable then.

Please feel free to let us know how you go.