Forum Discussion

KobusD's avatar
KobusD
Experienced User
3 days ago

Importing Spend transactions with similar cheque numbers

Is it possible to import multiple spend transactions where each transaction uses the cheque number “BPAY”? When I tried importing the file, I received an error message saying that transactions with d...
Desktop
  • Genreve_S's avatar
    Genreve_S
    3 days ago

    Hi KobusD,

     

    The import feature only allows you to add unique transaction numbers in the file. If there is an existing transaction number similar to the transaction in your import, it will recognize this as an update and alter the existing transaction. There is no workaround to this, as this is a design choice.

     

    Feel free to create a new thread if you need any other help.

     

    Thanks,

    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator

Hi KobusD,

 

The import feature only allows you to add unique transaction numbers in the file. If there is an existing transaction number similar to the transaction in your import, it will recognize this as an update and alter the existing transaction. There is no workaround to this, as this is a design choice.

 

Feel free to create a new thread if you need any other help.

 

Thanks,

Genreve

gavin12345's avatar
gavin12345
Ultimate User
2 days ago

Hi Genreve_S and KobusD 

 

Not sure if I am on the right planet and whether you are referring to AccountRight (tag shows desktop and posted in AccountRight section) but how was this offered as a solution, accepted and endorsed by Earl_HD 

 

One of the long standing issues with AccountRight that users complained about repeatedly was that when importing, AR ignored the preferences regarding warning for duplicate cheque / invoice numbers. This solution suggests a complete turn around. Not only does AR now monitor for duplicate cheque numbers when importing, it blocks the import (rather than honour the user Preferences). Or apparently will 'alter the existing transaction'.

 

In AR2024.9 I just imported 4 Spend Money transactions all with Cheque No. set to BPAY. All imported without warning and showed in the transaction journal. I then set the Preference to Warn for duplicate cheque numbers and imported the same import file again, and again. My Preference setting was ignored. I now have 12 transactions, all with BPAY as the Cheque No.

 

I am confused.

Gavin

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