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Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Purchases: Change category on closed Bills

Cover User

5Posts

14Kudos

0Solutions

5 Posts
Cover User
Australia

Hi MYOB,

 

It would be great if you were able to change categories of a purchases even after the bill has been paid. You can do it before you make a payment but once the payment is made then you cannot change it.

 

Very frustrating.

 

Thanks
Marco.

 

"Changing Categories of paid bills"

Current Status: Open
Last Changed: October 2013

Hi Marco, Thank you for your feedback. Currently the program is designed to not allow any changes to Bills / Invoices with payments applied to them. This applies to all transactions that have had any transaction (like a Pay Bills on a Bill, Electronic Payment of a Payroll transaction) applied to it. We request others who would like this change to please Vote on this idea.

5 Comments
Suja_P
5,976 Posts
Former Staff
Hi Marco, Thank you for your feedback. Currently the program is designed to not allow any changes to Bills / Invoices with payments applied to them. This applies to all transactions that have had any transaction (like a Pay Bills on a Bill, Electronic Payment of a Payroll transaction) applied to it. We request others who would like this change to please Vote on this idea.
MarcoSchena
5 Posts
Cover User

Thanks MYOB,

 

Perhaps a good work around is to give the user the option in the security settings to be able to or not to.

 

See how you go.

 

Marco.

DaveL
1 Post
Cover User

I can't believe this issue hasn't been addressed yet, the above post was made in October 2013 and now its November 2016, Marco's suggestion above would seem logical.

BBCR
1 Post
User

I would really like to be able to change a supplier category once a bill has been closed.

It seems strange that you can change a Job, GST code, Date etc, but not a category.

We use categories widely and would really benefit from this change

EmmaK1
1 Post
User

I would like to be able to update a category before and after an invoice or sale has been settled. For someone starting out using categories, I have learnt that it is extremely difficult going back if something has had a category missed.