Forgot to select UNDEPOSITED FUNDS UNDER RECEIVE PAYMENT

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ShellyMac
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Forgot to select UNDEPOSITED FUNDS UNDER RECEIVE PAYMENT

Hi Community, I am very new with MYOB AccountRight 2019 and I am learning from scratch.

SALES - RECEIVE PAYMENTS - I forgot to select UNDEPOSITED FUNDS for clients that have paid, as I would like the clients payments that have paid to come up in PREPARE BANK DEPOSIT window.  How can I fix this?

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Steven_M
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Re: Forgot to select UNDEPOSITED FUNDS UNDER RECEIVE PAYMENT

Hi @ShellyMac 

 

In theory, you would just go back into that transaction and update the Deposit to Account to be the linked bank account for undeposited funds.


What I would do is the following process:

  1. Go to Setup>>>Linked Accounts>>Accounts and Banking and take note of the Bank Account for Undeposited Funds.
  2. Once you have taken note of that account you would open the necessary payment transaction*
  3. Update the Deposit to Account to be that Bank Account for Undeposited Funds before selecting Record.

 

*Sales>>Sales Register>>Navigate to the required invoice that was paid and open it on screen so you have the Edit Sales window open>>Select the History button (bottom left) before selecting the payment transaction. Alternatively, go to Banking>>Bank Register and navigate the desired payment transaction.

Kind regards,
Steven

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ShellyMac
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Re: Forgot to select UNDEPOSITED FUNDS UNDER RECEIVE PAYMENT

Thank You Steve_M,

That work :-) , I could only work it out through Banking

Cheers

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