Psb2
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Re: Deleting a dummy sales transaction
That’s unfortunate to hear that you do not have any solution for this through MYOB AccountRight. As this is not the correct way of doing double entries I believe the MYOB should address it and find a way to correct it. It is just a simple entry that MYOB system should post with the reversal, if required I can give you the double entries manually for the correction.281Views1like1CommentRe: Deleting a dummy sales transaction
Your solution will work only if we do all these tranactions in one month (recording sales, deposit and reversal). In my case, I recorded the dummy invoice in Jun and received the deposit partially in July so after I do the reversal as you suggested, I will end of with a minus figure in my accounts as of 30/06/2023 but i know that it will get fixed in July month. See the attached balance sheet account for customer deposit and AR ledger acccount as of 30/06/2023. I hope you do not have any solution for a tranaction in this type.295Views0likes3CommentsRe: Deleting a dummy sales transaction
Yes, I already tested your solution in Customer deposits. As per instruction in attached. Your solution doesnt work becouse of invoice month and deposit month is different. Yes I already changed preference under setup menu to reverse the sales invoice.335Views0likes10CommentsRe: Deleting a dummy sales transaction
Unfortuantley NO. Your suggested solution doesnt work. If you could replicate my transaction mentioned above, you will find the same issue. MYOB says as per attached that there is a solution but it doesnt work for my transaction. It looks like something is missing from your solution. Let's see if you are able to replicate this issue and find a fix.360Views0likes0CommentsRe: Deleting a dummy sales transaction
Hi Genreve, Thanks for your email. There is a customer deposit attached to this tranaction as the funds were received against a 'sales ORDER'. If possible, I would like you to replicate this tranaction and see if the MYOB is allowing you to delete it. Created a sales order - Order date 30/06/2023 Entered payment against sales order - Deposit date 31/07/2023 Convert the sales order to INVOICE - without changing the invoice date I feel this could be an issue with MYOB. If the above is an invalid tranaction it should not allow to convert the ORDER to INVOICE. This is interesting. Will await and see if you could resolve this. Thank you444Views0likes17CommentsDeleting a dummy sales transaction
Hi, we are sorting a new way of taking customer deposits and I was creating a dummy one to make sure I was doing it right. I now want to delete the whole transaction, however I cannot delete the "payment" (both the delete and reverse options are greyed out) and therefore cannot delete the invoice. Steps I took originally as an Administrator. I have not put any restriction in security for tranactions to be locked in MYOB. Created order Entered payment against order Convert to invoice552Views0likes19Comments