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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...
  • 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

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

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