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JodieAUS's avatar
JodieAUS
Member
11 months ago
Solved

undeposited funds.

I am to delete payments made to undeposited funds for a group deposit.

the current status of the sales transaction is showing closed with payment made to the undeposited funds account.

I have tried to delete this payment, which will reverse it into "prepare bank deposit"

The current status of the sales transations is closed - to undeposited funds, however there is no transaction in undeposited funds to delete.

I cannot bring the sale transactions back to its original open state and begin again. 

 

any help would be appreciated.

 

I cannot bring the sale transactions back to its original open state and begin again. 

 

any help would be appreciated.. 

 

  • Princess_R's avatar
    Princess_R
    11 months ago

    Hi JodieAUS,

     

    If there’s a sales transaction with payments sitting in the undeposited funds account as part of a bank deposit, you’ll need to delete the deposit first. Once that’s done, those transactions should pop up under "Prepare Bank Deposit." If they're still missing, double-check the linked accounts by heading to Setup > Linked Accounts > Accounts & Banking Accounts to make sure the “Undeposited Funds” account is set up correctly. For further details, check out this link.

     

    Cheers,

    Princess

3 Replies

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    11 months ago

    Hi JodieAUS,

     

    If there’s a sales transaction with payments sitting in the undeposited funds account as part of a bank deposit, you’ll need to delete the deposit first. Once that’s done, those transactions should pop up under "Prepare Bank Deposit." If they're still missing, double-check the linked accounts by heading to Setup > Linked Accounts > Accounts & Banking Accounts to make sure the “Undeposited Funds” account is set up correctly. For further details, check out this link.

     

    Cheers,

    Princess

  • JodieAUS's avatar
    JodieAUS
    Member
    11 months ago

    Hi Princess

     

    I have deleted the deposits to the main bank account, there is no deposit showing in the bank register. The status of the sales invoices is closed - paid to undeposited funds. I have unchecked the 'reverse transactions' in the settings.

    It is all linked correctly, I use this method several times a week. 

    nothing is working. 

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    11 months ago

    Hey JodieAUS,

     

    Since everything's linked right and the deposits still aren't showing, it's best to get our team take a look. You can reach them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount. They'll help you get to the bottom of it and sort it our for you.

     

    Cheers,

    Doreen

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