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?

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. :)

Unable to delete a payment

Margi2454
3 years ago
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
  Former Staff
  3 years ago
  Hi Margi2454
  
  Thank you for your post. There are a number of reasons why you may be seeing the option to Reverse Transaction as shaded:
  
  Your user role 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 > User Access).
  
  The transaction is included in a locked period.
  
  The transaction is not in your current financial year but in a previous (closed) financial year.
  
  The transaction is part of a processed Prepare Electronic Payment or Prepare Bank Deposit transaction.
  
  Your file has become read-only due to being unable to be confirmed automatically.
  
  If it is not caused by the above, I recommend first 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.
  
  Hope that helps and let me know how you go.
  
  If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
  - Atlasstainless
    Contributing Cover User
    3 years ago
    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. How do I get around this thanks.

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Unable to delete a payment

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