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May
May
I have assigned a payment that is incorrect and wish to delete it. I have checked my security tab and I DO NOT have the transactions can't be changed ticked.
Why is it not allowing me to edit and delete the transaction?
Solved! Go to Solution.
May
May
Hi @SOF
If the payment was also part of an Electronic Payment or Bank Deposit, that transaction will need to be deleted first, you should then be able to delete this payment and re-enter as required.
Regards
Gavin
May
May
Thanks Gavin
That's my issue it is not allowing me to edit and delete the payment.
May - last edited May
May - last edited May
Hi @SOF
I was trying to explain why that might be the case. Have you checked? Was this payment part of a later Electronic Payment or Bank Deposit transaction?
Regards
Gavin
May
May
It was a payment I allocated to an invoice incorrectly. It was a bank deposit.
May
May
Hi @SOF
Suggest you re-read my post above. You need to delete the bank deposit transaction. Only then will you be able to delete this specific payment. Then re-apply the payment to the correct invoice and re-do the bank deposit transaction. This may mean re-creating the ABA file - however do not send it to the bank, simply delete the ABA file.
Regards
Gavin
May
May
I have tried that too. It will not delete.
May
May
Hi @SOF
Is the period locked on the security tab?
If so you need to unlock, delete the bank deposit transaction you find in the bank register, then go to prepare bank deposit, call up up the payment allocated incorrectly to invoice, delete that.
Redo the payment received and allocate correctly.
Close your prepare bank deposit window, so the screen refreshes.
Go back to prepare bank deposit and tick the entries that made up your amount, remembering to change the date to when actually received into bank.
May
May
Thanks for your help. None of these worked. I ended up calling support and was advised due to it being a closed invoice the entire invoice needed to be reversed and entered again.
Previously I have had no issue with deleting incorrect payments on orders invoices or closed sales. Not sure what upgrade this was changed but it is a messy solution to fixing a small error.
May - last edited May
May - last edited May
Hi @SOF
I agree. Just for clarification were you using the desktop software when entering the invoice and payment into AccountRight or were you accessing your file via the browser?
I doubt this is update related as with desktop AR2023.4 I was able to delete the payment.
Regards
Gavin
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