31 Comments
- Eclipse1Experienced User
Sometimes we discover that sales or even purchases have incorrectly been put to the wrong customer card (or supplier card) Currently we cannot go in and just change the card being used (even as administrator). Instead it requires deleting the invoice and re-entering which is simply annoying when it would seem a quick fix could be applied.
Super keen to see this happen
Is this likely?
- 2ndFixCover User
Quicker way of dealing with this without loosing detailed information or re-entering data is:
Save incorrectly allocated invoice as a recurring - start a new invoice and use the recurring, allocate to correct customer change invoice number to match and save. Then go to the incorrectly allocated invoice and delete it. This way there is very little data entry! Will only work if no payments have been applied.
Cheers Cherie
Eclipse1 wrote:Sometimes we discover that sales or even purchases have incorrectly been put to the wrong customer card (or supplier card) Currently we cannot go in and just change the card being used (even as administrator). Instead it requires deleting the invoice and re-entering which is simply annoying when it would seem a quick fix could be applied.
Super keen to see this happen
Is this likely?
- albanyairContributing Cover User
I'm sure if Reckon Accounts has had this function for years then MYOB can do it.
- Smiley70Contributing User
TIP: Selecting the wrong card and recording transaction is UGH! If there's a mountain of retypingto do, a quick trick is: go into the wrongly recorded transaction and save it as a recurring transaction. (Jot the Invoice and PO number down....these dont save in recurrring) Then delete the wrongly recorded transaction. Then go ahead to re-enter correctly but use the recurring transaction you just saved. Saves all that re-entering! Once you've now recorded the transaction with the correct card...lol.... you can go and delete that recurring transactions (from the LIST dropdown). But yes it'd be easier if MYOB would let us just change the customer / supplier card.
- HCTSCover User
It would be very handy if you could transfer a purchase to another supplier.
We have had a few occurrences when a supplier has changed owners etc so we needed a new card for the supplier but we had to re-enter invoices, that had already been entered under the old suppliers card.
You can do it in spend money but not in purchases
Cheers
Olivia
- A-LExperienced Cover User
Hi,
It would be really useful if the supplier on the purchase order entered could be changed if the bill has not been paid. Right now if you make a mistake at choosing the supplier and record the PO, it is then locked. I don't see a reason to lock the supplier field on a just entered PO. I am aware of the "recurring transaction"solution, but it would be much more convenient and smarter to be able to do that from the drop down arrow on the original PO. Exactly the same way you selected the supplier in the first place. If you're worried about "security" issues then a static internal notes field could be added to the form advising that it has been changed and on what date.
I don't see why go through the hoops to get to something so basic.
Thanks!
A.L.
- Regina-MarkCover User
Certainly would be better than reentering all the info. Which is non productive.
Please make the change MYOB
- GrowersTrusted Cover User
Yes, agree this would be a great idea.
We encounter many instances whereby a creditor's invoice is entered into MYOB only to find it should have been entered under a different branch / account or different supplier all together.
I'm really surprised that MYOB does not offer tthis facility already as it should not be difficult to implement I would expect.
Cheers,
Greg
- Will_HMYOB Moderator
Hello,
Thank you for the suggestion. I'll let the Product Management team respond fully to the change request, but I'd just like to make sure anyone visiting this idea is aware of our current recommended process for changing the card on a purchas:.1) Save the transaction as recurring.
2) Delete the original transaction.
3) Use the recurring transaction to record the transaction against a new supplier.
The full process is described in the support note: Changing a Card on a sale or purchase.Kind Regards,
Will H.
MYOB Client Support.
- simarbCover User
I tend to do a lot of work that requires a quote to be sent to a third party. It is only at invoice time that I get the details of the person paying the bill. The solution provided via the community soultions was a bit long winded and open to a mistake being made. An option in the edit menu would be really useful
- AdelKerb1Experienced Cover User
It would be great if you could change creditors in the "Enter Purchases" screen...As we have a few creditors that start with the same name - sometimes they are entered under the incorrect name...It would be great if you could open up that purchase and just change the supplier in this screen rather that having to delete and re-enter the purchase.
- FurneysaccountsExperienced Cover User
I would like to be able to change invoices from one customer to another without having to re-enter the invoice or save as recurring, entering and deleting the previous invoice
- Rebecca12345Experienced Cover User
yes i agree with this too! i have recurring templates for invoices for each type of service we provide and which are not specific to one customer. However in the recurring tempate we need to select a customer, so i've used our own business as the customer so i don't accidentally send an invocie to the wrong organisation. However there's been so many times that i forget to change the customer and only realise after recording the invoice - it's such a pain to have to then delete the invoice and re-enter it, instead of just changing the customer.
I would think that most businesses use recurring templates specific to a certain service as opposed to specific customers so the other thing that would be useful is not having to select a customer when creating a recurring tempate for an invoice. - Steven_MFormer StaffStatus changed:NewtoOpen
Hi AshL
Thanks for your feedback in regards to the AccountRight program and changing the customer's card on a record sales or purchase.
Currently the workaround would be to base a recurring transaction off that transaction and then change the name on that recurring transaction. Support Note: Changing the card on a sale or purchase will be able to assist that.
I would encourage other users that would like to see the ability to change the card on a transaction without the creating a recurring transaction to vote and comment if required. - Steven_MFormer Staff
Hi Rebecca12345
Thanks for your feedback in regards to changing the card on a transaction.
As mentioned above Support Note: Changing the card of a sale or purchase is the current workaround which I think is what you are describing or very similar to that. - Kym__YeowardUltimate Partner
Changing the customer name on a sales invoice:
A complication is the implication for GST reporting.
Current Australian GST law requires sales invoices over $999 to show the customer's name or their ABN number.
So if you have changed the customer name or their ABN on an unpaid invoice over $999, even if only to correct an error, there could be trouble if the tax office calls in for an audit - particularly if the change is made in a later quarter,
As things stand now, to change the customer name, you have to:
(1) Save the invoice as a recurrent transaction (with the Frequency set to Never and Transaction Save Changes un-ticked)
(2) Create a credit for the invoice, using the recurrent transaction
(3) Then do an Apply To Sales entry in Returns and Credits in the Sales Register,
to offset the credit against the original invoice
(4) Then create a new invoice, using the recurrent invoice, but changing the customer name to the correct customer
(5) Once all the above has been done, you can delete the recurrent invoice (in Lists / Recurring Transactions List)
Note that for cash sales over $999, there's a way to include the customer's name on the invoice, using the Comments box on the invoice. See my previous comment under the topic "Invoicing an AccountRight sale over $999 when no customer ABN available".
- CDJCover User
Hi we deal with insurance companies & brokers a lot. First we get an email from the Broker to go do a quote and so we make up a quote for them in the system and then if the quote is accepted they want the invoice changed to show the Insurance company's details and you can not make changes to the invoice with the names I have to redo the whole thing with another card, it would be great if we could make these change on the same invoice.
Cheers
Jacqui
- David_CreeUltimate Partner
Hello Peter,
While you cannot change the Card on a Quote (or an order or invoive) there is an easy solution to the issue.
When the quote in the Broker's name needs to be changed to an insurance company, open the quote and click on the SAVE AS RECURRING button on the lower left of the screen. Change the Frequency to NEVER and save it.
Then open a new invoice and click on USE RECURRING and select the quote that you want.. You will have all the details and you can select the card you want to use.
I Hope that helps you.
Cheers
David
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