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RobynD1's avatar
RobynD1
8 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
    8 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
8 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

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