Currently, transactions can only be reversed when the Preferences are set to "Transactions CAN'T be changed". I would like to have the option to delete OR reverse in the Edit drop down list so that I don't have to continually change my preferences.
"Reverse Transactions Option"
The 'Transactions CAN'T be Changed; They Must be Reversed' function is the absolute bane of my existence.
Please change this functionality to allow mutliple options, having to go into security preferences every time you want to reverse a journal, and then having to go back into preferences to untick so that transactions can be changed is a pain in the proverbial.
There SHOULD be three tick boxes:
1 - Transactions can't be changed
2 - Transactions can't be reversed
3 - Transactions can't be deleted
Our staff need to change AND reverse transactions, we DON'T want them to delete. The overwhemling problem with your system is that the moment we allow them to change transactions, the default option is to delete, rather than reverse a bad transaction - which can cause systemic issues for our other systems which flow on from MYOB.
I know that you can set up the entire system to reverse all transactions but we have chosen not to do this.
However sometimes it would be nice to be able to reverse payments/receipts rather than delete it currently we go into preferences & change the settings, reverse the payment, then go back & change the setting back again.
This is an excellent idea and I believe has already been suggested. Myob - can you pls reference the duplicated idea and combine votes.
Could we please have the reverse option as well as the delete option on the menu (ie without changing in prefs). Often transactions in current period can be edited but locked period transactions need to be reversed. It would be great to have both options on the menu as i find often people forget to untick it and also some users may be locked out of changing preferences.
From a training persective, people should be locked out of the option to delete transactions, if the business requires the audit trail. New and inexpereinced users have a habit of changing or deleteing things they sholldn't making it difficult from a buisness perspective to balance after the fact.
I agree, but it would be a whole lot easier if you could set up the security preferences such that certain users (ie the experienced ones) had the option of reverse or edit at the same time. I have voted, although I am positive this is actually a duplicate.
I always have transactions set to be deleted but when you have locked off the period you need to reverse so that GST adjustemnt shows in the current period and not affect the closed period.
afaik, you couldn't enter a negative spend money in V19 and prior, but in AR2012 you can; just tried it.
I agree it would be very useful to have the option of reverse OR delete for every transaction without having to go to preferences etc. You essentially have this functionality now, but it involves multiple steps, so why not shortcut it. Perhaps some user preferences could be established re prevailedges to reverse or delete.
I too would like this option. Each month I reverse various accruals and then reenter the new amounts. It would be handy if I could go straight away to reverse without having to alter secrity preferences.
I think we all seem to agree that having a delete and reverse (subject to user privileges) option at the same time would be a big timesaver! Please vote for it so we can try and get it implemented.
