How to Edit Posted Transactions in MYOB Cashbook

MYOB's "Cashbook" assists with tracking business cash flow.

MYOB's "Cashbook" software allows users to track cash flow in their businesses. The program generates reports, calculates taxes, links with other software programs and includes technical support options to help owners and bookkeepers in small businesses manage funds. The program also allows for some safeguards against inadvertent changes to transactions. Changing details while inputting them is as easy as hitting the "erase" button. However, once users finalize a transaction, the process for changing it depends upon the user settings.

Instructions

1. Pull up the transaction you want to change by looking through the find transactions window, sales register, purchases register, bank register or items register.

2. Change the fields as needed and click the "OK" button to save the changes.

3. Check the security settings if you get an error message or if the transaction reverts to the previous information. Open the "Preferences" window and click on the "Security" tab. Deselect the option "Transactions CAN’T be Changed; They Must be Reversed.”

4. Open the transaction again and make the necessary edits after changing the security settings.

Tips & Warnings

• A white arrow next to a transaction indicates it is changeable; a gray arrow indicates it is not.

• The factory default should allow you to make changes to transactions.

References

• MYOB; MYOB Cashbook; 2011
• MYOB; User's Guide; 2008