I can't change the allocated account in my Customer invoices

LeahWilliams

For some reason I'm no longer able to change the allocated Account in Customer Invoices once the invoice has been saved. It is prompting me to change the account in the item area but this has never been the case.  When I do try and change the account in the items area then it says unable to as the item is already allocated.  How can I change this back to the way it was?

Steven_M

Hi @LeahWilliams 

 

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.