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Judy-ryan's avatar
Judy-ryan
Contributing User
2 years ago

cannot Deleting a purchase quote

I am unable to delete a purchase quote.  The error message is 

An unbalance transaction may not be recorded.

 

The quote was transferred to a order and the quote still remains as the preference for Quotes to be deleted when converted to an order or bill is not ticked. 

I have entered deleted all the item lines and re entered a new item lines, tick and untick the GST inclusive box.

 

Has anyone got any ideas. 

3 Replies

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  • Hello Judy-ryan 

     

    Thank you for your question. If you click in the field and manually type the amounts. This should bypass the error message you are facing.

    Please let me know how you go.

    • Judy-ryan's avatar
      Judy-ryan
      Contributing User

      I manually entered the amounts, saved, and then tried to delete and it did not work

      • ChrisMYOB's avatar
        ChrisMYOB
        Former Staff

        IF you can't delete the transaction, it could be the preferences set up in your settings won't allow a delete but a reversal, so you will need to change these preferences. 

        You can follow the steps in this Help Article to check the settings to delete a transaction. 
        If you are still getting an error message and unable to delete can you please send me a screenshot of the window including the error.