Unable to delete a payment

Question

Hi, I am unable to delete a payment where I have been able to do this previously. It seems like an update issue. The option to delete is not there or is greyed out. I have also checked the preferences to ensure I can change transactions. I am an administrator so permissions is not an issue. Can you help please?

margi2454 · Accepted Answer

Thanks Samara, I spent a number of hours on the phone with MYOB yesterday and today. The solution was to reverse the sales invoice which creates a credit and then apply the credit to the correct invoices.. This worked for me as I had initially applied the payment to incorrect invoices.

Thanks for getting back to me. :)

margi2454 · Answer

Hi, I am having the same issue. It seems like an update issue. The option to delete is not there or is greyed out. I have also checked the preferences to ensure I can change transactions. I am an administrator so permissions is not an issue.

I need to delete a payment. Can you help please?

samaram · Answer

Hi&nbsp;Margi2454&nbsp;
&nbsp;
Thank you for your post.&nbsp;There are a number of reasons why you may be seeing the option to Reverse Transaction as shaded:

Your user role&nbsp;is not allowed to delete or reverse transactions (You mentioned being an administrator, but I would also check if reversing payments is ticked under Setup &gt; User Access).
The transaction is included in a&nbsp;locked period.
The transaction is not in your current financial year&nbsp;but&nbsp;in&nbsp;a previous (closed)&nbsp;financial year.
The transaction is&nbsp;part of a processed Prepare Electronic Payment or&nbsp;Prepare Bank Deposit&nbsp;transaction.&nbsp;
Your file has become read-only due to being unable to be confirmed automatically.

&nbsp;
If it is not caused by the above, I recommend first&nbsp;back up your company file, then recording another payment for $1 with the same date and currency as that transaction, and seeing if when you open it and click edit if it gives you the option to reverse or it is also shaded. This will help us narrow down if it's the specific transaction or all transactions with the restriction.&nbsp;
&nbsp;Hope that helps and let me know how you go.
&nbsp;
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

atlasstainless · Answer

Hello I am unable to delete or reverse a payment, can somebody explain why this is so when only last week I had the option.&nbsp; How do I get around this thanks.

samaram · Answer

Hi&nbsp;Atlasstainless&nbsp;
&nbsp;
If it is not due to one of the restrictions I mentioned&nbsp;above, then I would also recommend&nbsp;clearing the AccountRight cache which can resolve some odd behaviour in the product:&nbsp;Clearing the AccountRight Cache.
&nbsp;
If that does not help, could you provide some more context on what exactly is occurring? If you could mention the type of transaction, and what is preventing you from deleting or reversing the transaction?
&nbsp;
A screenshot of the payment and any error message you get would be also helpful.&nbsp;
&nbsp;
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

atlasstainless · Answer

I took payment on a couple of sales orders in error.&nbsp; I am now wondering if it has something to do with this and the transfer from deposits that went on in the background because they were still orders?&nbsp;&nbsp;&nbsp;&nbsp;

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Unable to delete a payment

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