Clearing Transactions in Prepare Electronic Payments Window

Hi Narelle4 

Thank you for your post. May I extend a warm welcome to the MYOB Community Forum.

A way to remove these transactions from the Prepare Electronic Payments window would be the following:

1. Navigate to Accounts >> Accounts Lists >> New.
2. Give the account a number and name then set the Account Type to Bank.
3. Once that account has been created, go to Setup >> Linked Accounts >> Accounts & Banking.
4. Set the Bank Account for Electronic Payments to be that newly created account.
5. Select OK.

You can now go back and tick the ones you need to clear. 
 

This process will work as the system looks for all transactions that are paid electronically that have yet to be processed and showcase them in the Prepare Electronic Payments window. As there are no transactions in that newly created account, the Prepare Electronic Payments window will be blank or show no transactions.

Note: There will still be a balance in that old electronic account, you may want to speak to your accounting advisor about recording a journal to clear the balance of that account.

Please feel free to post again. I'm happy to assist further.

If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.

Thanks Sean.  I tried this but then realised I was just creating another electronic clearing account and these transactions would still be outstanding in the old account which seemed pointless to me. Or am I then meant to tick them off and create a dummy bank file to clear them all? 

Hi Narelle4

Thanks for the update. Apologies for the delayed response.

To remove those transactions you would need to download the bank file from the prepare electronic payment window.

Please let me know if you need further help.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,
Leneth

Hi Narelle4 

If you continue to go around in circles, these can be removed manually through the back end by an expert. While there would be a cost, you'd need to weigh that up against your time etc. Email me for contact details if interested.

See here for example for similar issue - this was sorted by a myob specialist.

Regards

Gavin