Record payments for invoice
Hi Everyone, Hoping someone can help with some guidance on how to resolve this issue. We have our Online payments setup and all funds received are meant to go into our Cheque account. This is set up ...
Forum Discussion
Hey MattBedford,
No stress about that error message – we’ll get this sorted together. First up, when you see “You can't edit transactions from a previous financial year.” it might be because your file has a lock date set. To check this:
- Click the gear icon (⚙️) in the top right-hand corner.
- Head to Business settings.
- Look under the Lock date section for any limits that could be preventing changes.
If there's a lock date stopping you, simply remove it or adjust it as needed, and remember to click Save to lock in your changes (or in this case, unlock them!). Now, as for payments being a bit stubborn and not automatically allocating to cheque accounts – this might need a bit more digging. The best bet is to get in touch with our team of whizzes who can dive into the nitty-gritty and troubleshoot this further for you. You can reach them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.
Cheers,
Doreen
Good evening Doreen,
Thank you for your reply and suggestion. We can confirm that there is no lock date set as mentioned above. I guess I will need to reach out to MYOB for support.
Thank you again for your suggestion.
Regards,
Matt
