ASWatCR's avatar
ASWatCR
Experienced Cover User
12 years ago
Status:
Open

Spend Money/Receive Money: Ability to Insert/Delete Rows (General Journals)

It would be really useful if MYOB had the ability to insert rows in Spend Money/Receive Money/General Journals transactions (you can do it in purchase/sales invoices) – it is extremely frustrating when something has been entered and a line is missing, you then need to redo a section of the journal if you want it in a particular order (or especially with recurring journals that may slightly change from month to month and you want to insert a line, but not at the bottom). 

 

This would be easily overcome with the ability to insert lines in these types of transactions.  What do other people think or am I the only one that wants the order of line items to be in a specific order?


"Ability to Insert/Delete rows in Spend/Receive Money and General Journals"

Accounts
Banking
data entry
enter money
general journal
insert
receive money
  • Aspen's avatar
    Aspen
    Contributing Cover User
    10 years ago

    Hi, 

     

    Is it possible to add a feature in which you can add a line to a reoccuring transaction (General journal/ bills etc) at any point in the template, (similar to Excel ädd a line/column). Currently if you wish to add a line to the middle of the template you have to delete the whole thing and start a new template.

  • CloudMindAcc's avatar
    CloudMindAcc
    Ultimate Cover User
    10 years ago

    Hi there,

     

    When we enter receive money transactions from the bank feeds and try and change the default GST code an extra transaction line appears on the next line (that we don't need or want).  Can this be fixed so this doesn't happen.  

     

    I know it only seems a small issue but is very time consuming when you have 100 receive monies to enter manually in a month?

     

     

    "Extra transaction line appearing on bank feed receive money transactions"

    • Steven_M's avatar
      Steven_M
      Former Staff
      10 years ago
      Status changed:
      New
      to
      Open

      Hi CloudMindAcc

      Thank you for your feedback in regards to AccountRight and Receive Money transactions

      Currently the second line is generated off the income account from the customer card. So when you select the tax code, the cursor automatically defaults to the next line and of course adds in the default line of the card (based on the income account). I would encourage other users that would like to see that second line not get generated by the change to the tax code to vote and comment if required for this idea.

      The workaround would be to remove the income account from the card (Card file>>Cards lists>>Select the Card>>Select the Selling Detail tab>>Income account - left hand side). Please note that this would slow the data entry down as you would need to select the account.

    • CloudMindAcc's avatar
      CloudMindAcc
      Ultimate Cover User
      10 years ago

      MYOB Moderator.. Thanks for the explanation but I  still don't understand when I select the tax code why we automatically go to the next second line?   If I wanted to move to the second line I would press TAB on the keyboard. If I don't press TAB I would expect to remain on the same transaction line.   (This is how MYOB has always functioned) so I think this is a bug more than idea and the work of ease is not happening here.

    • Steven_M's avatar
      Steven_M
      Former Staff
      10 years ago

      Hi CloudMindAcc

      In previous versions i.e. AccountRight Classic there was an extra field (if you want to call it that). When you entered a tax code for a line it would move the focus point to the Tax Code dropdown option - which would show you a full list of tax codes. 

      In AccountRight 201x when you enter into the tax code the list and the list dropdown are basically one field and therefore it picks them together. When you select a tax code, the focus point moves to the next line and therefore would generate a line off that (which is based off the Income account on the Card). While it tabs to the next line if no income account is linked on the card it will not generate a line off that.

      Its a bit of making data entry quicker for the one line, so you don't have that extra tab. But having the income account in makes that second line so its harder to remove. However I'll share your feedback on with the team.

  • Kelly81's avatar
    Kelly81
    Experienced User
    11 years ago

    We need an easier way to remove a line in a journal or sale than having to delete the account number and then move up a line.

     

    My previous software had an x in a column at the end of the line that you could click on to delete the line.

     

    See attached.

  • Dale's avatar
    Dale
    MYOB Staff
    12 years ago
    Status changed:
    New
    to
    Open
    This is a great idea and one we will consider for a future update. If others think this would be a valuable feature please vote for it as it will help us prioritise our work.
  • MickMaye's avatar
    MickMaye
    Cover User
    12 years ago

    A definite yes from us as this is very frustrating fora couple of lines in a 20-30 journal.

  • Kirstenb's avatar
    Kirstenb
    12 years ago

    Deleting an unwanted row in a spend/receive money trscn was something that you could do in Premier by deleting the account number and then clicking in another cell. The feature has been removed in AR Live but I really need it back.

    I have set up recurring recieve money transactions for daily reconciliation of sales and cash recieved through the til, EFT etc.

    The recurring transaction has all possible lines in it but as you can imagine it varies on a daily basis as to how money is received. SOmetimes you need the petty cash line some days you don't etc.

    It's frustrating that I now have mulitple 'blank' lines in many of my transactions because I can't remove them anymore when I post the transaction each day.

  • Dale's avatar
    Dale
    MYOB Staff
    12 years ago

    I might be missunderstanding but I have tried this and it seems to be working fine for me.  If I am in a spend money transaction and I blank out the account number and then click on another row the line is removed.  I did notice I had to click on a different row while Premier I could click in another cell of the same row.  If this is still not working for you I can ask support to contact you and have a look.

  • Julie_B's avatar
    Julie_B
    Trusted User
    12 years ago

    Dale - you have hit the nail on the head ... a lot of us are not "clickers" and we are having to take out fingers off the keyboard too many times - which is time and money... however ...

     

    Kirsten - I'm still working with AR 2012.9.14 (NZ) and have just tested.  If I click / highlight / tab to the account number, choose the delete key and then push the up or down arrow key it does actually delete the line completely, and then consolidate the lines, whereas in old versions the lines were "blank" until such time as you actually recorded the transaction. 

     

    Julz