Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

AccountRight

Sales/Purchases: Changing the card listed on a recorded sale/purchase

Contributing Cover User

14Posts

161Kudos

0Solutions

14 Posts
Contributing Cover User
Australia

It would be super helpful if we could change the customer card on an invoice once it's been recorded! I understand why we can't change the name once a payment has been applied to it, but in the meantime it would be great to change the customer card if required. Thanks!

 

"Changing Customer on an existing invoice"

Current Status: Open
Last Changed: October 2014

Hi @AshL 

Thanks for your feedback in regards to the AccountRight program and changing the customer's card on a record sales or purchase. 

Currently the workaround would be to base a recurring transaction off that transaction and then change the name on that recurring transaction. Support Note: Changing the card on a sale or purchase will be able to assist that.

I would encourage other users that would like to see the ability to change the card on a transaction without the creating a recurring transaction to vote and comment if required.

27 Comments
Contributing Cover User
8 Posts
Contributing Cover User

Good idea but would need a warning message.

1 Post
User

It would be perferable to be able to just change the creditor or customer name, even the work around is laborious!  I don't understand why you can't do this?

Contributing User
9 Posts
Contributing User

Sometimes we discover that sales or even purchases have incorrectly been put to the wrong customer card (or supplier card)  Currently we cannot go in and just change the card being used (even as administrator).  Instead it requires deleting the invoice and re-entering which is simply annoying when it would seem a quick fix could be applied.

Super keen to see this happen

Is this likely?

3 Posts
Cover User

Quicker way of dealing with this without loosing detailed information or re-entering data is:

Save incorrectly allocated invoice as a recurring - start a new invoice and use the recurring, allocate to correct customer change invoice number to match and save.  Then go to the incorrectly allocated invoice and delete it. This way there is very little data entry!  Will only work if no payments have been applied.

Cheers Cherie


@Eclipse1 wrote:

Sometimes we discover that sales or even purchases have incorrectly been put to the wrong customer card (or supplier card)  Currently we cannot go in and just change the card being used (even as administrator).  Instead it requires deleting the invoice and re-entering which is simply annoying when it would seem a quick fix could be applied.

Super keen to see this happen

Is this likely?


 

1 Post
User

I have a series of invoices that have been issued to one contact

 

they require us to resend to different contact details for each invoice

 

is there a way to create a new customer card and just change the client rather than having to reissue/delete etc

 

thanks

 

Contributing Cover User
13 Posts
Contributing Cover User

I'm sure if Reckon Accounts has had this function for years then MYOB can do it.

2 Posts
User

TIP: Selecting the wrong card and recording transaction is UGH! If there's a mountain of retypingto do, a quick trick is: go into the wrongly recorded transaction and save it as a recurring transaction.  (Jot the Invoice and PO number down....these dont save in recurrring) Then delete the wrongly recorded transaction. Then go ahead to re-enter correctly but use the recurring transaction you just saved. Saves all that re-entering! Once you've now recorded the transaction with the correct card...lol.... you can go and delete that recurring transactions (from the LIST dropdown). But yes it'd be easier if MYOB would let us just change the customer / supplier card.