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?
- 2ndFix5 years agoCover 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?
- albanyair5 years agoContributing Cover User
I'm sure if Reckon Accounts has had this function for years then MYOB can do it.
- Smiley705 years agoContributing 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.
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