Unable to re-send sales invoice in a locked period

We too don't want a workaround.  Please fix this issue ASAP

I've just discovered, to my horror, this 'update'.  I agree with all of the other users, when you are chasing down overdue debtors, they often want a copy of the invoice.  The security measure imposed by MYOB to lock down the Sales Invoice data is then actually completely undermined by the action of unlocking transaction system wide (thereby allowing any change, by anyone, to anything) just to allow re-print or re-email of the sales invoice.  Truly daft.

Hi Shella,

Thank you. As it turns out, for this entity I am required to re-send invoices from a separate billing system. This entity pushes invoices to MYOB for financial reporting, etc but manage emailing invoices from the other system. I will note your response for future reference. Thanks again. 

Regards

Ron

Hi RonAva, 

Thanks for the response. 

We're glad to know that you manage to email those invoices. We appreciate your effort in this matter. Please be informed that we are now closing this thread. Feel free to start a new post in the future if you encounter any further issues. We're always delighted to assist you.

Cheers,

Shella

How do I unlock a period in MYOB Lite!?

I cannot find any set up or preferences in the menu options 

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Shella_A wrote:

Hi RonAva, 

 

Thank you for your post and welcome to the MYOB Community Forum. I hope you find plenty of useful information.

 

The error message indicates that the invoice you’re trying to resend is within the lock period date. This will prevent anyone from inadvertently making an entry or changes in a period in which you don’t want new entries. To resolved this, you may follow the following steps below:

 

• Go to the Setup menu and choose Preferences.
• Click the Security tab.
• Untick the box Lock Periods: Disallow Entries Prior to option and choose the relevant date.
  This selection will unlock on all transactions prior to the date selected. 
• Click OK.

 

Please note that your user role needs to have the permission to change preferences. Do let us know if you need further help.

 

Otherwise, if my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

 

 

Cheers,
Shella

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No this has not helped 

I have spoken to a non-myob specialist who has looked into this issue - I also note MYOB at least sound like they are finally looking into it. Apparently it was not a deliberate change but rather a bug. Due to a backend change AR2024.6 thinks the sales invoice have changed even though it hasn't. Same issue affects invoices created after the Lock Period, though MYOB saves these without complaining. For those who can't wait for MYOB to release a patch, get in touch with MYOX Services  who should be able to provide an interim solution.

Regards

Gavin

MYOB

I have had no reply to this issue.  Would like a response from MYOB about how they are going to fix this.

Oh, I just discovered that if you use the online portal, this restriction isn't in place.  Go figure.