Unallocating a receipt

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

To unallocate a receipt

1. Open the relevant client.


The Client page opens.

2. Click Debtors ledger on the Tasks bar.


The client’s Debtors Ledger page opens.

3. Select Show Zero.


Transactions with a zero balance are included in the list.

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.

4. Click the receipt you want to unallocate.

5. Click Unallocate.


The Unallocated Cash Tax Rate window opens.

6. Select the relevant Tax Rate.

7. Click OK.