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byw_bookkeeping's avatar
byw_bookkeeping
Experienced User
2 years ago

MYOB AccountRight - System applied credit to a Sales Invoice Query

I had an unallocated deposit from the 25th August in my bank transactions, received from one of our customers but we didn't have a matching invoice on the system. Queried the location concerned as th...
byw_bookkeeping's avatar
byw_bookkeeping
Experienced User
2 years ago

Hi Amanda

 

I looked at both, they do not help. First place I looked to see if someone else had logged in and applied the deposit to the customer invoice.

 

It showed the SYSTEM as having done that.  What I am trying to ascertain is why the SYSTEM would apply a deposit to an invoice and how?

AmandaMYOB's avatar
AmandaMYOB
MYOB Moderator
2 years ago

Hey byw_bookkeeping,

Sorry about that, misunderstanding, that's my bad. 

The system may have matched the transaction to the invoice if any Bank Rules had been previously set up. Instructions to check will be listed here. 

 

Let me know if you have any further questions. 

Cheers, Amanda. 

 

 

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