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rowans's avatar
rowans
Contributing Cover User
27 days ago

Reconciling in MYOB Business

Hi there,

I have come across this issue before and spent hours with MYOB, got it sorted but it's happened again and I can't remember how we solved it!

My bank statement shows a credit of $350 on 30.5.25. It doesn't appear in the transactions in my Bank Reconciliation. Therefore, my bank rec is out that amount. The transaction online report has a date of 2.6.25

When I go into the payment details of that deposit, it says it's gone to 'Undeposited Funds' and when I try and go in and change the date to the 30.5.25 and try and change it to my bank it won't allow me to and comes up with a message 'You cannot edit transactions from a previous year'

It won't even allow me to delete the payment to match it manually.

Any suggestions would be much appreciated.

Fran

 

1 Reply

  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    27 days ago

    Hi rowans,

     

    There could be a few reasons why you're unable to edit transactions from previous financial years. First, try checking if there's a lock date set by going to your business name > Business Settings > Lock Date. It might be that the transactions you're trying to edit fall before this date. Another thing to look at is your user access make sure you've got administrator permissions for the file. If neither of these helps, get in touch with our chat team through our virtual assistant MOCA or drop us a support ticket via MyAccount Just give them the screenshot of the error message you're seeing when trying to delete a transaction, and they’ll sort it for you.

     

     

    Regards,

    Shella

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