Forgot to select UNDEPOSITED FUNDS UNDER RECEIVE PAYMENT
Hi Community, I am very new with MYOB AccountRight 2019 and I am learning from scratch.
SALES - RECEIVE PAYMENTS - I forgot to select UNDEPOSITED FUNDS for clients that have paid, as I would like the clients payments that have paid to come up in PREPARE BANK DEPOSIT window. How can I fix this?
Hi ShellyMac
In theory, you would just go back into that transaction and update the Deposit to Account to be the linked bank account for undeposited funds.
What I would do is the following process:- Go to Setup>>>Linked Accounts>>Accounts and Banking and take note of the Bank Account for Undeposited Funds.
- Once you have taken note of that account you would open the necessary payment transaction*
- Update the Deposit to Account to be that Bank Account for Undeposited Funds before selecting Record.
*Sales>>Sales Register>>Navigate to the required invoice that was paid and open it on screen so you have the Edit Sales window open>>Select the History button (bottom left) before selecting the payment transaction. Alternatively, go to Banking>>Bank Register and navigate the desired payment transaction.
