Recurring transactions

Question

How do I edit these? I am told to go to lists. Where is lists?

Shella_A · Answer

Hi @DuncanS,

Thanks for the response.

My apologies for the late reply. I'm sorry. As much as I wanted, however, I couldn't find the specific date when the "Last Posted" and "Next Due" features were implemented in MYOB Business.

Let me know if you still need further help.

Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this.

Kind regards,

Shella

DuncanS · Answer

@Shella_A

I have looked at my client files this morning.

No client uses MYOB Business Lite.

Your commentary that Business Pro has Last Posted and Next Due is correct.

There is also a Days Overdue column.

I spoke with Martine Hoosen of Bookwiz Advisory/Bookwiz Academy early this month and she agreed that Last Posted and Next Due would be a good feature in MYOB Business.

Can I ask when the improvement in the Software occurred.

Thanks

Shella_A · Answer

Hi @DuncanS,

Thanks for your post.

My apologies for the late response. I understand that there is a feature gap between business and account rights. Nevertheless, clients can still view the amount, the most recent posts, and the next due dates for the recurring transaction if they use a Business Pro product. As an alternative, they could set up a recurring transaction that notifies their customers on a monthly or yearly basis.

If you're referring to a migrated transaction, then any recurring transactions won't automatically record on the browser if they were set to remind a user.

If you have any other questions or need further assistance, please don't hesitate to ask. I also recommend reaching out to our online help desk and exploring our MYOB Academy to learn more about MYOB Business and other MYOB product features.

Kind regards,

Shella