rbray
20 hours agoExperienced User
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...
- 17 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