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The ID No. in my receive payments won't increase automatically. I've been entering the next number in manually in the hope that it would pick up the sequence, but it is still reverting to the ID No.: CR000377. Becomes time consuming to keep having to look back on last receipt, to enter next subsequent receipt. I have looked over previous posts, with others having the same problem, and can't find a solution that works. Is it possible to change default (Auto#) setting?
Thanks in advance.
Welcome to the MYOB Community Forum, I hope you find it a wealth of knowledge.
To answer your query; Receive Payments, and any other "Payment" type transaction in AccountRight, will need to have a transaction recorded with the number it generated automatically before it moves up the numbering.
As you have become aware, entering a manual number into the ID field of Receive Payments does not mean it increases from the manual number entered.
IE: Manually changing CR00002 > CR00003 and recording, when we go back to the screen it still has CR00002.
To permanently update this, we need to record a transaction to update the ID number.
Receive Payments and Receive Money use the same CR numbering, and we can create "void" transactions using Recieve Money, this means you can create $0 transactions between 2 asset accounts and this will increase the ID# to which one it is.
Receive Payments shows ID: CR000377.
But you want it to show as: CR000400
So we need to go to Receive Money, select an asset account in the Account allocation field at $0 with the N-T Tax Code, and click "Record" about 23 times. This will then make the Receive Payments screen show as CR000400 automatically and will not affect your reports.
To make the process faster; you could choose "Save as Recurring" on the first transaction and then use "Use Recurring" when you open the Receive Money window and it will pre-fill the information for you to click Record and update the ID Number.
I have been able to replicate this in my own AccountRight file.
If you have any further questions with the information above, please feel free to ask!
This is not a satisfactory solution if I need to change the next ID by a significant amount. I issue manual receipts for cash payments and wish to use those receipt numbers as the transaction IDs in MYOB for correlation purposes. I'm not prepared to enter 5000+ dummy transactions to bring them into line.
The MYOB knowledge base for AccountRight says the following:
"The default number shown in the ID No. field is the next available number. When you click in the ID No. field, Auto #appears to confirm that the number has been automatically selected for you. You can type a different number into the field if you want. Subsequent ID numbers will then increment from the new number. If your ID number includes letters, the letters won't automatically appear in subsequent ID numbers (you'll need to enter these each time)."
Why can't MYOB make the product function as described?
October - last edited October
Welcome to the MYOB Community Forum, I hope you find it a wealth of knowledge
Generally speaking, AccountRight transaction numbers will run off an auto number sequence taking the next number in the entered sequence to determine the number of the next transaction. For example, if you enter Invoice no. 00000010 the next invoice will have the invoice number 00000011, 00000012. ... This does mean that if you change the number, the sequence will be picked up for that newly entered number (may take multiple times of recording a transaction in the sequence for it to be picked up).
In terms of the Receipts (Receive Money & Receive Payments), AccountRight will always use the next number in the auto number sequence (CRxxxxxxx), regardless of whether that has been changed for the recording of a transaction. I've passed on that information to the team to look at getting Help Article: Receive Money updated to reflect that information correctly.
Edit: Help Article: Receive Money has been updated to reflect that usage of that field.
by TSV_Consultants on July 2015
by GTC_3061 on May 2016