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IanEKNA's avatar
IanEKNA
5 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 chang...
  • Princess_R's avatar
    Princess_R
    2 years ago

    Hi Jo8,

     

    Thank you for your post and your patience in waiting for a response.

     

    If you wish to increase the employee limit on your payroll, you need to upgrade your plan. Kindly refer to this Help article, Payroll Limits and Fees, which has detailed information to assist with this.

     

    You can also reach out to us directly by contacting our support team to discuss this matter or by reaching out via our virtual assistant, MOCA, on our website. Additionally, you can submit a support request via My Account.

     

    Feel free to create a new post again if you need further help.

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess

Steven_M's avatar
Steven_M
Former Staff
5 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
    5 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.

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They are in the current financial year. They are not in a locked period. The option 'Transactions CAN't be chang...","body@stringLength":"294","rawBody":"

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?

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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?

"},"Conversation:conversation:679846":{"__typename":"Conversation","id":"conversation:679846","solved":true,"topic":{"__ref":"ForumTopicMessage:message:679846"},"lastPostingActivityTime":"2020-10-23T16:14:27.278+11:00","lastPostTime":"2020-10-23T16:14:27.278+11:00","unreadReplyCount":2,"isSubscribed":false},"ModerationData:moderation_data:679846":{"__typename":"ModerationData","id":"moderation_data:679846","status":"UNMODERATED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Revision:revision:679846_1":{"__typename":"Revision","id":"revision:679846_1","lastEditTime":"2020-10-12T11:46:23.657+11:00"},"AcceptedSolutionMessage:message:679983":{"__typename":"AcceptedSolutionMessage","id":"message:679983","conversation":{"__ref":"Conversation:conversation:679846"},"author":{"__ref":"User:user:49125"},"revisionNum":1,"uid":679983,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:ARBanking"},"parent":{"__ref":"ForumTopicMessage:message:679846"},"subject":"Re: Edit transactions","moderationData":{"__ref":"ModerationData:moderation_data:679983"},"body":"

Hi IanEKNA 

\n

 

\n

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. 

\n

 

\n

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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Hi  

\n

 

\n

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. 

\n

 

\n

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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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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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.

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