Old 'Open' Bills

rbray

Please refer to the attached, how do you delete/remove old 'Open' bills from previous FY (without it popping up elsewhere, esp EOY audit).

It's a difference payment for a bill that was paid less than the invoice. 

What do I need to factor in when deleting/removing N/A 'Open' bills? 

Thank you!

Screenshot 2025-03-10 101439.png

Doreen_P

Hey @rbray,

 

Deleting old bills from previous financial years in AccountRight depends on whether the financial year is locked or closed. You'll need to check first the following:

 

• Head to Setup > Preferences > Security and check if 'Transactions CAN'T be Changed' is ticked. Untick it to allow changes.
• If a payment is applied, remove it under Find Transactions > Bill.

 

Once you've checked the above, you can now delete the bill. For more info on how to delete a bill, make sure to check this link.

 

Cheers,

Doreen