11 months ago

Unable to re-send sales invoice in a locked period

Hi,

I am unable to re-send some invoices to clients. Keep coming up against “You can’t edit sales dated in the lock period. The lock period is specified in the security tab of the preferences window”. All I need to do is re-send invoices either to the system-held customer email or to a different address without changing the invoice in any way. This is often necessary when chasing unpaid invoices. Client requests invoice be sent again to same or different address. Would appreciate assistance. Thanks

Shella_A
11 months ago
Hi RonAva,

Thank you for your post and welcome to the MYOB Community Forum. I hope you find plenty of useful information.

The error message indicates that the invoice you’re trying to resend is within the lock period date. This will prevent anyone from inadvertently making an entry or changes in a period in which you don’t want new entries. To resolved this, you may follow the following steps below:

Go to the Setup menu and choose Preferences.

Click the Security tab.

Untick the box Lock Periods: Disallow Entries Prior to option and choose the relevant date.
This selection will unlock on all transactions prior to the date selected.

Click OK.

Please note that your user role needs to have the permission to change preferences. Do let us know if you need further help.

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

Cheers,
Shella

Fuels
4 months ago
MYOB
Please fix the issue. We use to be able to send invoices via email and now we can't ever since the last update. We don't care about the workaround, we want the feature back to send invoice via email (we are not changing anything on the Invoice). Looking forward to your urgent response.
- Fuels
  4 months ago
  MYOB
  I have had no reply to this issue. Would like a response from MYOB about how they are going to fix this.
RavenW
4 months ago
Hello MYOB
I am also experiencing this problem for the first time. MYOB has something changes since Friday when we first experienced this? Previously to this we have been about to send invoices for non edited locked periods and now we cannot if the period is locks. You cannot even use the print option. As we use the locked period as protection for our financials is is not an option to unlock our periods. Can you please advise on the problem or changes with the system and when this will be fixed. Thanks
KOL
4 months ago
The workaround also does not work for us as the boss is the only one who can lock and unlock the file and for our business. It is locked at the end of each month so no amendments can be made to existing sales, purchases.
As per everyone above this started with the AccountRight Update below

A fix is need as the workaround does not work for all.
Michelle_Brann
Contributing Cover User
4 months ago
I too have been contacted by clients who are now unable to use the "send to" function for over due invoices. It is not an option to unlock these files. The invoices are not being changed they are simply being emailed. It would be helpful if a MYOB representative could comment on this issue with a timeframe for correcting the problem.
Antz72
Experienced Cover User
4 months ago
I am also having this issue. We locked the period before 30 June 2024 and it will not let me email or print unpaid invoices I need to send to customers. I understand I can unlock but I cannot keep having to do this on all accounts wanting open invoices from prior to June 30. I also updated MYOB Account Right today 22 July 2024.
marlonnz
Contributing User
4 months ago
Hi MYOB developers,
Upgrades should be a step forward, but with this issue it is a step backward - not sure what the intent but definitely neither creating any value nor fostering efficiency. Please resolve this as soon as possible.
myoooooob
4 months ago
I encounter the same errors when sending invoice copies to customers during a locked period. Each time, I have to untick the box to unlock the period, which is very time-consuming. Please fix this ASAP!
Shella_A
MYOB Staff
11 months ago
Hi RonAva,

Thank you for your post and welcome to the MYOB Community Forum. I hope you find plenty of useful information.

The error message indicates that the invoice you’re trying to resend is within the lock period date. This will prevent anyone from inadvertently making an entry or changes in a period in which you don’t want new entries. To resolved this, you may follow the following steps below:

Go to the Setup menu and choose Preferences.

Click the Security tab.

Untick the box Lock Periods: Disallow Entries Prior to option and choose the relevant date.
This selection will unlock on all transactions prior to the date selected.

Click OK.

Please note that your user role needs to have the permission to change preferences. Do let us know if you need further help.

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

Cheers,
Shella
- ehunter
  4 months ago
  We are all very aware of the work around. However this only works for people with access. This needs to be fixed ASAP!
- BR5
  Contributing User
  4 months ago
  We too don't want a workaround. Please fix this issue ASAP
  - gavin12345
    Ultimate User
    4 months ago
    
    I have spoken to a non-myob specialist who has looked into this issue - I also note MYOB at least sound like they are finally looking into it. Apparently it was not a deliberate change but rather a bug. Due to a backend change AR2024.6 thinks the sales invoice have changed even though it hasn't. Same issue affects invoices created after the Lock Period, though MYOB saves these without complaining. For those who can't wait for MYOB to release a patch, get in touch with MYOX Services who should be able to provide an interim solution.
    Regards
    Gavin
- RonAva
  11 months ago
  Hi Shella,
  
  Thank you. As it turns out, for this entity I am required to re-send invoices from a separate billing system. This entity pushes invoices to MYOB for financial reporting, etc but manage emailing invoices from the other system. I will note your response for future reference. Thanks again.
  
  Regards
  
  Ron
  - Shella_A
    MYOB Staff
    11 months ago
    Hi RonAva,
    
    Thanks for the response.
    
    We're glad to know that you manage to email those invoices. We appreciate your effort in this matter. Please be informed that we are now closing this thread. Feel free to start a new post in the future if you encounter any further issues. We're always delighted to assist you.
    
    Cheers,
    
    Shella
W_Sailor
Experienced User
4 months ago
I've just discovered, to my horror, this 'update'. I agree with all of the other users, when you are chasing down overdue debtors, they often want a copy of the invoice. The security measure imposed by MYOB to lock down the Sales Invoice data is then actually completely undermined by the action of unlocking transaction system wide (thereby allowing any change, by anyone, to anything) just to allow re-print or re-email of the sales invoice. Truly daft.
W_Sailor
Experienced User
4 months ago
Oh, I just discovered that if you use the online portal, this restriction isn't in place. Go figure.