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Marilyn15's avatar
Marilyn15
Contributing Cover User
19 hours ago
Solved

Amending Invoices

Why can't I amend an invoice in AccountRight? Up until the past few days once an Invoice was written we could go in and change or add information but I noticed that yesterday I couldn't change the "description" on an invoice. WHY? This means if I want to change an invoice or I find an error or add more info to it before I send it, I have to delete and start again - not very helpful.

  • Marilyn15's avatar
    Marilyn15
    18 hours ago

    Hi Amanda

    Thank you for the quick reply.

    The lock period wasn’t ticked but the “Transactions can’t be changed” had been so I’ve unticked it and all seems to be working OK now.

    Once again, thank you for your assistance with sorting the problem.

    Marilyn

2 Replies

  • Marilyn15's avatar
    Marilyn15
    Contributing Cover User
    18 hours ago

    Hi Amanda

    Thank you for the quick reply.

    The lock period wasn’t ticked but the “Transactions can’t be changed” had been so I’ve unticked it and all seems to be working OK now.

    Once again, thank you for your assistance with sorting the problem.

    Marilyn

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    18 hours ago

    Hey Marilyn15​ 

    I've just tested it from my end and am not experiencing the same issue. Do you have a lock period set on the file? Lock periods will prevent anyone from making an entry in a specified period. 

    You'll be able to check if there's one set by clicking into Setup > Preferences. More information and instructions can be found on this page. 

    If there's no lock period set and you're still unable to make edits to the invoice, it's worth double checking your user access to ensure you have the correct access in case there's been a change. More information and instructions on this page.

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