Forum Discussion

Anne_e's avatar
Anne_e
Cover User
4 days ago

Allocated receipts against wrong invoices

Hi - I have managed to allocate receipts against the wrong invoices.  How do I unallocate receipts against the invoices so I can allocate against the right ones?  thanks, Anne
Shella_A's avatar
Shella_A
MYOB Moderator
4 days ago

Hi Anne_E,

 

To allocate those receipts to the correct invoices, you just need to delete the receipts allocated to the wrong invoices. Then, reprocess the receipts and allocate them to the correct invoices. See this link about deleting invoices for more details.

 

 

Regards,

Shella

Anne_e's avatar
Anne_e
Cover User
3 days ago

Hi Shella - Thank you so much for your advice but I don't see the fields/screens that are showin in the link guidance.  The system I am using is Accountright and not MYOB business.  I presume this might be the difference.... Thanks, Anne

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    3 days ago

    Hi Anne_E,

     

    Whether you're using the desktop or browser version, the process is the same. You can unlink the document by removing it from the attachments menu in the transaction screen. After that, you can link it to another transaction. Just remember, if you created the transaction directly from the document, unlinking it won’t delete the transaction. This link might be more relevant for your concern. 

     

    Regards,
    Genreve

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