Forum Discussion

biancascrase's avatar
biancascrase
Contributing User
2 years ago

Cannot delete a payment. Only reverse which isnt solving my problem

Two payments have been allocated to a set on invoices. 

 

When ive gone to reconcile, i noticed they didnt come up on my list, when i went to go in and delete the payment and re enter, it has a grey arrow instead of a blue where it only allows me to reverse it and not delete.

 

This isnt helping it appear on my reconciliation report. No matter how many times i reverse and try and clear it wont appear.

 

How can i fix this so i can reconcile?

 

Thanks

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi biancascrase, 

     

    Thanks for posting and welcome to the Community Forum. 

     

    There are different causes why a transaction is unable to be deleted and I understand the need for this to be deleted. I would suggest checking first the Setup > Preferences > Security tab window, as these two options might hinder the transaction from being deleted

     

    If none of these options prevent the invoice from being deleted, may I ask for screenshots of the payment made and their recap?  Also, screenshots of the transactions from the Find transaction window. 

     

    Let us know if you require any further assistance with this. 

     

    Cheers, 

    Genreve

    • biancascrase's avatar
      biancascrase
      Contributing User
      2 years ago

      HI

       

      I have checked both the items in the security tab prior to messging and these are definately not ticked however the 2 payments are still greyed out.

       

      See attached payment info and find transcation info.

       

      Aa mentioned it gives me the option to reverse it but then it all ends in credits.

       

      I want to clear all payments applied so i can re apply and make it appear on my bank rec page so i can reconcile.

       

      Thanks

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator
        2 years ago

        Hi biancascrase, 

         

        Thanks for your response and the screenshots you've sent. 

         

        I understand this issue is taking a little time to fix. May I collect screenshots of the recap of the transactions (open the transactions > click Ctrl + R) that we can't delete and a screenshot of the Setup > Linked Accounts > Accounts & Banking Linked Accounts screen?  

         

        We look forward to your response.

         

        Cheers,

        Genreve

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