To reverse job expenses after they’ve been billed to the customer

Warning: Use this procedure if you make a mistake when you bill for job expenses

If you bill the customer for job expenses, then decide you didn’t want to do this, you cannot merely click the Cancel button in the sales window to undo this error. These expenses are already considered reimbursed by the MYOB system.

You must use this procedure to remove the expense from the sales transaction and restore the “to be reimbursed” status back to the expense.
  1. In the Sales window, highlight and delete the line items that contain information about the expenses that you don’t want to include in the sale.

  2. Click the Reimburse button to open the Customer Reimbursable Expenses window.

  3. Click the Reimbursed/Removed tab to display a list of all expenses you’ve already billed this customer. Locate the expense whose status needs to be restored to “to be reimbursed.”

  4. When you’ve found the expense, click the zoom arrow in the expense’s Job column; the Edit Job window appears.

  5. Click the Reimburse button to open the Job Reimbursable Expenses window.

  6. Click the Reimbursed/Removed tab in the Job Reimbursable Expenses window; the same list you viewed in step 3 appears. Locate the expense whose status needs to be restored to “to be reimbursed.”

  7. Click the expense’s Remove column. A mark will appear in the column.

  8. Click the Remove From List button at the bottom of the window. The expense you marked will disappear from the list.

  9. Click the To Be Reimbursed tab; the expense you marked now appears in this list again.

  10. Click OK in the Job Reimbursable Expenses window, and in the Edit Job window. The Customer Reimbursable Expenses window appears again, and the expense appears in the To Be Reimbursed list again.

  11. Click Cancel to return to the Sales window. The expense is removed from the sale and is no longer considered reimbursed.

To reverse job expenses after they’ve been billed to the customer