Forum Discussion

Maria6062's avatar
Maria6062
Contributing Cover User
2 years ago

Wrong Supplier Card Correct Bank Account

A supplier has two cards with the same bank account.  One card is named after her business and the other to her name.  We mistakenly raised an invoice to her business card and paid it electronically....
  • Genreve_S's avatar
    Genreve_S
    2 years ago

    Hi Maria6062, 

     

    Thanks for the response. 

     

    You can either delete or reverse the transaction depending on your use case and preference. But you will need to set the application to either reverse or delete transactions. You can check this option by going to the Setup > Preferences > Security tab > Transactions CANT be Changed; They Must be Reversed [System-Wide] window. 

     

    Let us know if you require any further assistance. We're happy to help. 

     

    Thanks,

    Genreve

Princess_R's avatar
Princess_R
MYOB Moderator
2 years ago

Hi Maria6062,

 

Thank you for your post.

 

In this situation, where you mistakenly raised an invoice to the business card of a supplier, but the bank account is the same, you can correct this by reversing the invoice and properly linking the payment to the correct card. Kindly refer to this Help article, Reversing a Transaction, that has detailed information to assist with this. 

 

Please let me know if you require any further assistance with this. I'm happy to help.

 

Cheers,

Princess

  • Maria6062's avatar
    Maria6062
    Contributing Cover User
    2 years ago

    Thanks for your reply, Princess.

     

    I am using AccountRight and there is no option to Reversing a Transaction.  It seems that I can only delete the incorrect transaction?  Is this correct?

    Regards. 

    • Genreve_S's avatar
      Genreve_S
      MYOB Moderator
      2 years ago

      Hi Maria6062, 

       

      Thanks for the response. 

       

      You can either delete or reverse the transaction depending on your use case and preference. But you will need to set the application to either reverse or delete transactions. You can check this option by going to the Setup > Preferences > Security tab > Transactions CANT be Changed; They Must be Reversed [System-Wide] window. 

       

      Let us know if you require any further assistance. We're happy to help. 

       

      Thanks,

      Genreve

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