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Unallocating a receipt

In some instances you may need to unallocate a receipt so you can reverse it or allocate it to another bill.

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titleTo unallocate a receipt
  1. Open the relevant client.
  1. The Client page opens.
  2. Click Debtors ledger on the Tasks bar.
  1. The client’s Debtors Ledger page opens.

  2. Select Show Zero.

  1. Transactions with a zero balance are included in the list.

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    MYOB AO defaults to showing the zero balance transactions for the previous 12 months. Change the date next to the Show Zero option, to see more or less transactions as required.

  2. Click the receipt you want to unallocate.
  3. Click Unallocate.
  1. The Unallocated Cash Tax Rate window opens.
  2. Select the relevant Tax Rate.
  3. Click OK.
  1. The receipt is unallocated.
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If the prompt
Failed to Unallocate. You cannot unallocate cash which is in a closed accounting period
appears, you will need to enter either a negative receipt or open the prior accounting period(s) for which the receipt is in and re-run the month end reports for that month.

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titleRelated topics
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practiceSolutionsHelp
Accountants and Partners
Practice Manager
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AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
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  Using MYOB AO

  Clients

  Recording time & disbursements

  Using Jobs

  Bills

  Debtors

  Reporting

 

  Tax Australia

  Tax Manager (NZ)

  Administration

  Maintenance

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This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.