Forum Discussion

RobynD1's avatar
RobynD1
9 months ago

Reverse Payment greyed out - what other options can I do please?

I need to reverse a payment to a sales invoice (have done this many times) but it is greyed out this time. The period is unlocked The bank rec has been unreconciled for the period I have put the p...
  • Genreve_S's avatar
    Genreve_S
    9 months ago

    Hi RobynD1, 

     

    Thank you for your post. Typically, the option to reverse a transaction may be unavailable if the user ID employed for the task lacks the necessary permissions. It's possible that these permissions have been modified. I suggest verifying the user role associated with reversing transactions.

     

    For a more comprehensive understanding of how the application manages transaction reversals, you might find the article 'Reversing a transaction' helpful. This article provides detailed steps on how to reverse a bill, including allocating a receipt, reversing the bill, and allocating the original bill against the reversal bill.

     

    If you need further assistance, please feel free to create a new thread.

     

    If my response has answered your inquiry, please click "Accept as Solution" to assist other users find this information.

     

    Thanks,
    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
9 months ago

Hi RobynD1, 

 

Thank you for your post. Typically, the option to reverse a transaction may be unavailable if the user ID employed for the task lacks the necessary permissions. It's possible that these permissions have been modified. I suggest verifying the user role associated with reversing transactions.

 

For a more comprehensive understanding of how the application manages transaction reversals, you might find the article 'Reversing a transaction' helpful. This article provides detailed steps on how to reverse a bill, including allocating a receipt, reversing the bill, and allocating the original bill against the reversal bill.

 

If you need further assistance, please feel free to create a new thread.

 

If my response has answered your inquiry, please click "Accept as Solution" to assist other users find this information.

 

Thanks,
Genreve

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.