Forum Discussion

CarolynGenSA's avatar
CarolynGenSA
25 days ago

Change payment method for suspense account transaction

I have an issue in which a staff member accidentally applied a payment to an order before converting it to an invoice.

This is fine, except the CR has come through from the suspense account as 'cash' when the payment was actually EFT.

We now have a cash transactions sitting in undeposited funds, with no cash, waiting to be banked.

How can I change the payment method to EFT so that it goes into the correct account?

 

TIA, Carolyn

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    25 days ago

    Hi CarolynGenSA, 

     

    Since the order's already been converted, you won't be able to edit or delete the transaction. It's a good idea to ask an accountant to help with creating a journal entry to move that value to the bank account.

     

    Regards,
    Genreve

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