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Cannot delete a payment

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Catlouise
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Cannot delete a payment

Hello,

 

I am new to MYOB and new to keeping my own books. I have just realised I have received a purchase order and then paid it from the wrong account. I would like to delete the payment, and the purchase order if necessary, and then re-enter it and pay it from the right account.

 

When I choose 'Delete Payment' from the edit menu, I get the message 'You may not delete a deposit transaction for a recorded purchase'.

 

I do not have the 'Transactions Can't be changed, they must be reversed' box checked in the Preferences security tab.

 

The arrow next to the payment, and the order itself, is not greyed out.

 

The transactions are for this period, which is not locked, and not reconciled.

 

Can anyone tell me why I cannot delete this payment?

 

Thanks very much!

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Ultimate Partner Geoff_
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Re: Cannot delete a payment

Hi Catherine

 

If it were me

 

The simple way is go to "Security" untick the "Transactions cant be changed" box.

 

And go to your entry and amend the account you want the transaction to be recorded against.

 

The reason you cannot amend your entry is because the "Transactions cant be changed" box is ticked.

Normally the reason a company would have this ticked is too retain an audit trail so that you can catch staff members fiddling the books Smiley Surprised

 

refer http://help.myob.com/wiki/display/ar/Changing+or+deleting+a+transaction

Geoff
Busselton Bookkeeping Service
MYOB Bookkeeping Partner, BAS Service Provider
Phone 08 9754 7680
Catlouise
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Catlouise
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Re: Cannot delete a payment

Hi Geoff,

 

Thanks for taking the time to reply. However I don't have the 'Transactions Can't Be Changed' box ticked, (which I stated in my post but in a rather clunky sentence) which is why I'm confused. 

 

All the posts and info I've read says I should be able to do it...

 

I'll keep looking around for why...

 

Cheers

MYOB Moderator CloverQ
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CloverQ
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Re: Cannot delete a payment

Hi @Catlouise

 

From the information provided, it seems a situation where you've recorded the purchase as an order first, recorded the deposit then converted the order to a bill. In this case, attempting to delete the deposit will result the error message you've received. You will need to reverse the bill, then re-record it. 

 

This support note Reversing supplier deposits explains in details how to handle this situation, should you need.

 

On a side note, if you prefer, you could record a Transfer Money transaction to transfer the balance from the wrong bank account to the correct one.

 

Hope this helps. Please feel free to let us know how you go.

Cheers,
Clover

MYOB Community Support

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Catlouise
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Re: Cannot delete a payment

Thankyou Clover, you are indeed correct!

 

Now I know that's the downside of paying the order first, before converting it to a bill.

 

Am I right in assuming this will also happen with a sale, if I start as an order, and the customer pays, and then I convert it to an Invoice later?

 

Just so I am super-clear, if I hadn't paid an order, but converted to a bill and THEN paid it, I would have had the option to delete the payment and then the invoice and start again?

 

Thanks so much for sorting this out for me, you've saved me hours of grief!

 

Smiley Happy

 

MYOB Moderator CloverQ
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Re: Cannot delete a payment

You are most welcome @Catlouise

 

I'm glad to hear the issue is now resolved!

 

You are absolutely correct, the same rule applies to customer deposits as well, which also can only be reversed but not deleted. 

 

If there was no deposited recorded when you converted the order to bill/invoice, then paid it, you can certainly delete the payment then delete the open bill/invoice itself. 

 

If you have further queries please do not hesitate to post again at any time.

Cheers,
Clover

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