Forum Discussion

yakobaj's avatar
yakobaj
Contributing User
2 years ago

Changing "receive money" to "receive payment" transaction

Hi,   I recorded a deposit transaction to "receive money" when i meant to record it in the receive payment. How do I change "receive money" to "receive payment" deposit transaction?   Thank you ...
  • Princess_R's avatar
    Princess_R
    2 years ago

    Hi yakobaj,

     

    Thank you for your post. I'd like to extend you a warm welcome to the Community forum. I hope you find it a great source of information.
     
    In this matter, you'll need to delete the receive money transaction that you recorded and re-enter the payment using the Receive Payments window. Kindly refer to this Help article: Deleting a Transaction.
     
    Please let me know if you require further assistance. I'm here to help.
     
    If my response has answered your question, please click on "Accept as Solution" to help other users find this information.
     
    Cheers,
    Princess

Princess_R's avatar
Princess_R
MYOB Moderator

Hi yakobaj,

 

Thank you for your post. I'd like to extend you a warm welcome to the Community forum. I hope you find it a great source of information.
 
In this matter, you'll need to delete the receive money transaction that you recorded and re-enter the payment using the Receive Payments window. Kindly refer to this Help article: Deleting a Transaction.
 
Please let me know if you require further assistance. I'm here to help.
 
If my response has answered your question, please click on "Accept as Solution" to help other users find this information.
 
Cheers,
Princess

yakobaj's avatar
yakobaj
Contributing User
2 years ago

Hi Princess,

 

I really appreciate your assistance, immensely helpful.

 

One other issue im having. How come some "approved" transactions are not showing on my bank feed when I click on the approved header ( where you have current/ hidden/ appoved bar)

 

Thank you very much. Hope to hear from you soon

 

Best regards,

Yakobaj

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 years ago

    Hi yakobaj,

     

    Thank you for your kind words. I'm glad I could assist you! Regarding the issue with approved transactions not showing on your bank feed under the “approved” header, it might be beneficial to check if these transactions are visible in the Find transactions window. Sometimes, transactions might not immediately reflect in the bank feed view but could still be visible in the broader Find Transactions section. Please take a look there to see if the “approved” transactions are listed.

     

    Please let me know how you get along and if you require further assistance. I'm here to help.

     

    Cheers,

    Princess

    • yakobaj's avatar
      yakobaj
      Contributing User
      2 years ago

      Hi Princess_R,

       

      Could I then unmatch the transaction from Find transactions window ? 

      The reason Im desperately in need to find my approved transactions are to unmatch/ unapprove them, and then allocate it/ match it to the correct myob accounting account.

       

      I really appreciate the swift responses 

      Youre the best

       

      regards,

      Yakobaj

      • Princess_R's avatar
        Princess_R
        MYOB Moderator
        2 years ago

        Hi yakobaj,

         

        Thank you for your response. To answer your question, you cannot unmatch transactions on the Find transaction screen. You can only undo the matched or approved transactions from the bank feed window in AccountRight.

         

        Before we proceed, we'll need to confirm a few details. Could you please confirm if you've approved transactions? Ideally, if you close the bank feeds window, any approved matches will no longer appear the next time you open the window. To redisplay approved matches, you'll need to select Approved in the Display transactions field. Just ensure that you're selecting the correct account.

         

        Could you please confirm the steps you've taken when processing the received money transactions?

         

        Cheers,

        Princess

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