Hi StacieS
When you email an invoice, the delivery status in the invoice changes to "already emailed" due to which it cannot be sent in the lock period. In order to do so , you will have to unlock the period and then email it. Let me know if you have further questions on this.
Hi
We are not able to save customer invoices that are in the locked period.
This seems like a new change. It is not convenient to unlock the period everytime we need to save or email an invoice. It is also risky that we may keep the periods unlocked so errors can happen. We need to keep the periods locked to avoid unwanted changes once BASs are lodged.
Please rectify this.
Hi Brindly
This behaviour has not been changed, the invoices cannot be altered in the lock period. It would be recommended to unlock the period, email/save the invoice and then lock the period back again. The lock period would not allow you to make any changes to the invoices.
Hi Komal
I'm not sure you quite understand.
I agree with Brindly,
We used to be able to save and email invoices in the locked period without changing the security settings.
Now this is not possible as MYOB thinks we are changing the invoice. We are not making any changes, just wanting to save or email.
MYOB should allow us to do this without changing the settings and risking changes accidently occuring.
We can Open - Look - Print, so why can't we Open - Look - Save (or email)?
Thanks
That's exactly my point Komal.
We just need to save or email the invoices not make changes.
We understant that if we need to make changes to an invoice then the MYOB file needs to be unlocked.
Please make it possible to save or email invoices even if they fall into the locked period. It is important to keep the locked period locked to avoid mistakes.
I hope this is clear and your tema will take an action on this matter.
