Receiving payments from a customer that is on credit hold
I want a solution that 'flags/ notifies ' the user when entering a 'receive payments' for a customer that is on credit hold. Currently putting a customer on credit hold only prevents any further sales on their account but doesn't prevent a payment being applied to their account, so how do you know to take the customer credit hold? I know reports can be run or we can look on the customer card register , but I want to know if the customer is on credit hold at the time of processing the payment.Solved24Views0likes6Comments
Knowing what Bank Rule is being applied
Hi I'm having a similar problem to what was listed here Know which rule applied | MYOB Community. The solution given 3 years ago was that there is no way to know what rule is being applied. In short: I have heaps of rules which exist. MYOB AccountRight (desktop) is currently grabbing a number of deposits and matching (incorrectly) them to an invoice rule and attempting to allocate to a particular customer. Given the number of rules which exist, it's not practical to check each rule. Question, is there a way to see what rule is being activated to match the particular transaction? Thank you.Solved13Views0likes1Comment