Customer report with credit terms - No excel option
I have read previous articles which mention to use the Card Detail report to show what customers have what credit terms with us. Those articles state that this report can be exported to excel. As soon as I choose the Card detail report, it limits my option to export to xps or pdf format only. I can not choose excel. If I go to the File menu, the Import/Export Menu is greyed out. Would this mean my login access has been restricted?208Views0likes1Comment
MYOB Crashes when crediting a sale of an item
Please help, my MYOB file keeps crashing when I try to record a credit with a negative balance. I have been using MYOB for years and have never had any problems until recently. This is what I am trying to do: "If the item was priced incorrectly you could record an item sale where the quantity and incorrect price appear as the first line as a return, followed by a second line with the same quantity at the correct price This would give you a negative dollar value total and a net zero quantity, which would create the credit without changing the on hand quantity of the item" Thank you
SaleEvent_CreditOnHold Error when creating an Invoice
When using the AccountRight application itself (and having the flag set), attempting to create an Invoice against a Customer that has Stop Credit will provide a warning but will still allow creation of said Invoice. When attempting to create an Invoice via the API in the same scenario, we instead get a SaleEvent_CreditOnHold Error and the creation is aborted. Is there a flag or something we can post via the API to force creation, or ignore the setting or something? We have in our UI (prior to sending the Invoice to MYOB) a message to confirm the Invoice should still be created to match what MYOB does too. Thanks1.1KViews0likes1CommentList of Recently Paid/Credited Invoices
I'm trying to get a list of Invoices that have recently had a balance change, either by a payment or a credit settlement with it. I'm aware that I can get either of those collections invidiually from their respective endpoints, but because I'm trying to get the balances for invoices, it's not feasible to then make a call to each invoice that the original two endpoints provide. LastPaymentDate does cover off the Payments, but not Credit Settlements. Any ideas? Thanks Aaron853Views0likes1Comment