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Memo in Receive Money

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Contributing Cover User Gail_Abacus
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Memo in Receive Money

 

Why is the invoice showing twice on the Memo when a Receipt is allocated?MYOB Memo bank receipt.PNG

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MYOB Moderator Steven_M
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Re: Memo in Receive Money

Hi @Gail_Abacus

 

The memo of a Recieve Payments will by default be pulled from the Customer's card>>Selling Details>>Receipt Memo field. If that is blank then the default of "Payment; <card name>" will be used. Of course, the memo can be changed on a per transaction basis if necessary.

If the Recieve Payment transaction was generated from a bank feed it will by default have the memo of "Payment; <bank feed transaction description>.

 

Based on the fact that the memo is showing as "Company name for xxx.." and the fact that it doesn't contain "Payment" at the start it looks like that information has been manually entered at the time of recording the transaction. This assumes that that information has not be added to the receipt memo field on the card or it has been pulled from a bank feed transaction.


Kind Regards,
Steven
MYOB Client Support
Contributing Cover User Gail_Abacus
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Re: Memo in Receive Money

Hi Steven

 

you are mistaken - this is a Receive Money receipt.  

MYOB Moderator Steven_M
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Re: Memo in Receive Money

Hi @Gail_Abacus

 

The screenshot you have provided shows an invoice number in the allocation section and is blue in colour as such it is a Recieve Payment transaction, not a Recieve Money.

 

Receive Payments:
Attachment.PNG

 

Recieve Money:

Attachment2.PNG

 


Kind Regards,
Steven
MYOB Client Support
Contributing Cover User Gail_Abacus
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Gail_Abacus
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Re: Memo in Receive Money

Hi Steven,  

sorry, my mistake. 

However,  I did not change the memo - I have just done another entry and went back to check it and it still gives the invoice number twice.

It seems it may be a glitch and by the way, we are not online.

Gail

MYOB Moderator Steven_M
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Steven_M
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Re: Memo in Receive Money

Hi @Gail_Abacus

 

How are you recording that particular payment transaction i.e. are you going to Sales>>>Receive Payments or is the payment being added by a third party program or import?


If you are adding the payment manually via the Sales>>Receive Payments window what options are you selecting to enter that payment.


Kind Regards,
Steven
MYOB Client Support
Contributing Cover User Gail_Abacus
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Re: Memo in Receive Money

Hi Steven

sorry for the delay, but it has been a busy day.  I have attached some snips. 

I enter the invoice and mark it as paid. Then I opened up the Bank window which shows the double entry of the invoice number.

I enter the invoice number manually as they are not sequential when I process them.  This problem has only happened since I had to move to Account Right 2018

MYOB Invoice entered and paid.PNG
MYOB paid invoice in bank window.PNG
MYOB Staff Post RienaP
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RienaP
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Re: Memo in Receive Money

Hi @Gail_Abacus,

 

I had followed the posts and would like to clarify the reason for manually entering the invoice number. You have mentioned that it is not sequential - is that an issue that you have started having since you have moved to AR 2018 or was it happening before as well? When you go to Sales CC >> Enter Sales >> the invoice number displayed - is it completely out of sequence? Can you please elaborate on this one so that will help us understand this issue better. 

 

Looking forward to hearing from you. 

 

 

 

 


Regards,
Riena
MYOB Training Specialist
MYOB Moderator Steven_M
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Steven_M
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Re: Memo in Receive Money

Hi @Gail_Abacus

 

Thank you for your screenshots, I had completely forgotten about the Paid Today section until you mentioned in your post.

 

We have identified an issue that will affect some clients in certain circumstances where the paid today has been used on a transaction. Generally, you would encounter this situation when the bank account for customer payments is set to be the undeposited funds account or electronic payment account. This has been something that we have passed across to the required team for further investigation for a future release of the software.

 

Currently, the potential workaround would be to remove the second invoice number from the memo. Alternatively, ignoring the second invoice number in the memo may be an option.


Kind Regards,
Steven
MYOB Client Support
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