Account editing while constructing invoice
Hi, I use to be able to edit the account in use when constructing a new invoice. When I am doing an invoice it is now greyed out and cannot edit outside of the Items tab within Sales. Please note...
Forum Discussion
Hi Clover,
Thank you for the below work around. Are you able to explain why it has changed as the Accounts were able to be edited when using items prior?
Kind regards,
Refia
Hi REF
As has been indicated, previously users could update the income account on the Item-based invoice with MYOB Business. This is no longer an option as we have limited that field selection and it is now greyed out. The reason is to prevent the user from selecting an incorrect account for that transaction and also to bring it in line with our other products in the market i.e. AccountRight Desktop.
Going forward the account that is selected for item invoices is the linked account that is listed in the item's record. If you are needing to update that account this can be done prior to recording that invoice through the item's record. Alternatively, by creating a new item with that different linked account and using that on the invoice.
