Unable to email or save invoice in locked period

Question

Good Morning&nbsp;I am having issues with not being able to send invoices in a locked period to email or disc from the Invoice.I am not trying to edit the invoice however I get the error message "You can't edit sales in the lock period".&nbsp;I open the invoice and go straight to the send to tab without making any changes to the invoice.Can this be rectified please.

brindly · Answer

HiWe are not able to save customer invoices that are in the locked period.This seems like a new change. It is not convenient to unlock the period everytime we need to save or email an invoice. It is also risky that we may keep the periods unlocked so errors can happen. We need to keep the periods locked to avoid unwanted changes once BASs are lodged.&nbsp;Please rectify this.

brindly · Answer

Yes, I agree as well.This issue is no longer there if you've updated your software to the prompted latest version.

komal_s · Answer

Hi&nbsp;StacieS&nbsp;When you email an invoice, the delivery status in the invoice changes to "already emailed"&nbsp; due to which it cannot be sent in the lock period. In order to do so , you will have to unlock the period and then email it. Let me know if you have further questions on this.&nbsp;

komal_s · Answer

Hi&nbsp;Brindly&nbsp;
This behaviour has not been changed, the invoices cannot be altered in the lock period. It would be recommended to unlock the period, email/save the invoice and then lock the period back again. The lock period would not allow you to make any changes to the invoices.&nbsp;

stacies · Answer

Hi Komal&nbsp;I'm not sure you quite understand.I agree with Brindly,We used to be able to save and email invoices in the locked period without changing the security settings.Now this is not possible as MYOB thinks we are changing the invoice. We are not making any changes, just wanting to save or email.MYOB should allow us to do this without changing the settings and risking changes accidently occuring.We can Open - Look - Print, so why can't we Open - Look - Save (or email)?Thanks&nbsp;

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Unable to email or save invoice in locked period

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