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rbray's avatar
rbray
Experienced User
20 hours ago
Solved

Old 'Open' Bills

Please refer to the attached, how do you delete/remove old 'Open' bills from previous FY (without it popping up elsewhere, esp EOY audit). It's a difference payment for a bill that was paid less tha...
  • Doreen_P's avatar
    18 hours ago

    Hey rbray,

     

    Deleting old bills from previous financial years in AccountRight depends on whether the financial year is locked or closed. You'll need to check first the following:

     

    • Head to Setup > Preferences > Security and check if 'Transactions CAN'T be Changed' is ticked. Untick it to allow changes.
    • If a payment is applied, remove it under Find Transactions > Bill.

     

    Once you've checked the above, you can now delete the bill. For more info on how to delete a bill, make sure to check this link.

     

    Cheers,

    Doreen