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Product Ideas

Setup: Recurring transactions in MYOB Essentials

29Posts

555Kudos

0Solutions

29 Posts
Partner
Australia

Good morning

 

Could you kindly advise if the following items are possible in LiveAccounts - or can be added to the development list?

 

- Can we have recurring transactions for sales, bills, spend money & receive money

 

Thank you

 

Heidi

Current Status: Done
Last Changed: June 2022

Hi Everyone

Thank you for showing your support and feedback for this idea

I'm pleased to announce that recurring transactions are a feature that is available in the newer MYOB Essentials platform.  You can find more information about this function in Help Article: Recurring transactions.

226 Comments
ADuvall
1 Post
User

I would not recommend Essentials to any of my clients until this functionality is available.

JasonHill
5,899 Posts
Former Staff
We are currently looking at how recurring invoices could work in MYOB Essentials. Please let us know in the comments section if you would like to provide feedback to our development team.
Newbie1
2 Posts
User

Where has the recurring function for transactions gone in the new Essentials? A must add in the next updrade please.

Deemac
Contributing Cover User
24 Posts
Contributing Cover User

Agreed.  An absolute must have.  Move it away from "Under Consideration" TO "Being Developed".

 

I have repeatedly asked for this along with a number of other users.

 

And I too and considering moving to Xero as they already offer the functionality I require.

 

What's more, it's been functionality in the desktop MYOB suite for years now.

 

So what's the problem?

geekstuff
Partner
3 Posts
Partner

@Hugo_Jenkins 

"Good news - we're currently looking at how recurring invoices could work in LiveAccounts. The development is still a little ways off, but my job is to figure out how this feature will work before the developers get to building it. "

 

For me the recurring options should work like my internet banking payment setup...

 

Start Date

Repeat Every (week,fortnight,month,year)

Repeat Until (end date)

 

Initial invoice creation should be just like creating a one-off invoice.

 

The options to send automatically ... or await review before sending should be available.

 

Those are the only features required for the first cut of repeating invoices.

You can add the fancy stuff down the track (substitution fields etc etc.)

 

 

PAM
Experienced User
35 Posts
Experienced User

I have a client with a standing purchase order.  If would be useful if I could load in the purchase order to be saved for that client, and not have to enter it everytime I do an invoice for them .  And of course, to be able to edit it when required.  And  while I'm on that .. how about being able to put in an beginning amount for the purchase order, that gets adjusted by the purchases,  so I can see when funds are getting low.  Just a thought!

Kym__Yeoward
Ultimate Partner
1,690 Posts
Ultimate Partner

In MYOB Essentials, you can create an Expense and then  "Remember" it, to save is as a template.

If you want to have the amount of the original decreased by each purchase - this feature is not available in Essentials. If they client were to upgrade to AccountRight Live, they could raise an Item-layout Purchase Order and then enter each suppllier delivery against that order. Whilst the original purchase won't be decreased, they can check the order anytime to see what was ordered and what has been received to date.

djerrard
Experienced User
12 Posts
Experienced User

Making the dollars-driven-downgrade from AccountRight Plus to Essentials after 16 years as a MYOB user ... the absence of recurring transactions / purchases / sales (and the whole "upcoming reminders" concept) is just about a show-stopper for me!

 

Maintaining accounts is a necessary evil for me, not my core business.  I need every piece of assistance I can possibly find to make sure I don't miss anything.

 

Please consider the majority of small business owners who must be in a similar situation and escalate this request accordingly.

KeyBusiness
2 Posts
Cover User

Absolutely. Recurring transactions is a must as without scheduled monthly invoicing it's not usable for some clients. Please prioritise it. 

 

Click_Creators
1 Post
User

yes please can we add recurring asap. I sell monthly hosting accounts www.clickcreators.com and need subscriptions or memberships.

 

Thanks