PS Help: Practice Manager
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Unallocating unallocated receipts with incorrect tax levels

Practice Manager only

If an error is made in the tax rate for entry of an unallocated cash receipt, you can reallocate the receipt and correct the tax level.

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titleTo unallocate an unallocated receipt with incorrect tax level

  1. Access the Debtors Ledger in Ledger mode for the client.

  1. See Accessing the debtors ledger.

  2. Ensure that the Show Zero option is selected.

  1. All transactions for the selected client are displayed.

  2. Select the receipt which was allocated incorrectly.

  3. Click Unallocate.

  1. The Unallocated Cash

 

  1. Tax Rate window opens.

  2. Select the correct tax level from the Select Tax Rate field drop-down.

  3. Click OK.

  1. The unallocated receipt shows the correct tax level.

Related topics

Allocating receipts against multiple client bills

Entering unallocated receipts to clients

Reallocating receipts against client bills

Reversing receipts

Unallocating receipts allocated to incorrect bills

Exporting client’s debtors ledger to Microsoft Excel

Adjustments to print

Finding the client associated with an invoice

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titleRelated topics
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Allocating receipts against multiple client bills

Entering payments in advance/prepayments/unallocated receipts to clients

Reallocating receipts against client bills

Reversing receipts

Unallocating receipts allocated to incorrect bills

Exporting client’s debtors ledger to Microsoft Excel

Adjustments to print

Finding the client associated with an invoice

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

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Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

Copyright 2023 MYOB Technology Pty Ltd. All rights reserved. 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.