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IanEKNA's avatar
IanEKNA
User
4 years ago
Solved

Edit transactions

I need to edit the GST codes on some Spend Money transactions but they are uneditable. They are in the current financial year. They are not in a locked period. The option 'Transactions CAN't be changed, They must be reversed' is NOT ticked. So why won't it allow me to fix the GST codes?

Banking
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi IanEKNA 

     

    Generally speaking, provided a transaction is recorded in the current financial year and you have don't have Setup>>Preferences>>Security>>Transactions Can't be Changed They Must be Reversed enabled you should be able to edit a transaction. 

     

    If you are not able to edit that transaction, it is likely that there has been a secondary transaction done that includes that transaction. For your case, as it is a Spend Money, I would check to see if the Electronic Payment option (top of the Spend Money window) is enabled? If so, it would indicate that an electronic payment has been done that includes this Spend Money transaction. As a result that electronic payment transaction first needs to be deleted before you can edit the Spend Money transaction. Our Help Article: Making electronic payments with a bank file has information on finding and deleting that electronic payment transaction.

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  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago

    Hi IanEKNA 

     

    Generally speaking, provided a transaction is recorded in the current financial year and you have don't have Setup>>Preferences>>Security>>Transactions Can't be Changed They Must be Reversed enabled you should be able to edit a transaction. 

     

    If you are not able to edit that transaction, it is likely that there has been a secondary transaction done that includes that transaction. For your case, as it is a Spend Money, I would check to see if the Electronic Payment option (top of the Spend Money window) is enabled? If so, it would indicate that an electronic payment has been done that includes this Spend Money transaction. As a result that electronic payment transaction first needs to be deleted before you can edit the Spend Money transaction. Our Help Article: Making electronic payments with a bank file has information on finding and deleting that electronic payment transaction.

    • IanEKNA's avatar
      IanEKNA
      User
      4 years ago

      Thank you Steven. You have correctly identified the problem - it's a Spend Money electronic payment.

       

      I can't see any good reason why MYOB doesn't allow editing of job codes and tax codes on the payment, but I guess I'll have to work around that shortcoming.