Allocated receipts against wrong invoices

Question

Hi - I have managed to allocate receipts against the wrong invoices.  How do I unallocate receipts against the invoices so I can allocate against the right ones?  thanks, Anne

Genreve_S · Answer

Hi @Anne_E,

Whether you're using the desktop or browser version, the process is the same. You can unlink the document by removing it from the attachments menu in the transaction screen. After that, you can link it to another transaction. Just remember, if you created the transaction directly from the document, unlinking it won’t delete the transaction. This link might be more relevant for your concern.

Regards,
Genreve

Anne_e · Answer

Hi Shella - Thank you so much for your advice but I don't see the fields/screens that are showin in the link guidance.  The system I am using is Accountright and not MYOB business.  I presume this might be the difference.... Thanks, Anne

Shella_A · Answer

Hi @Anne_E,

To allocate those receipts to the correct invoices, you just need to delete the receipts allocated to the wrong invoices. Then, reprocess the receipts and allocate them to the correct invoices. See this link about deleting invoices for more details.

Regards,

Shella