Forum Discussion

RitaMay's avatar
RitaMay
Contributing User
2 years ago

MYOB Business - no warning transaction reconciled

HI MYOB

 

I have moved from Accounts Right to Business Pro and noticed that in Business pro any transaction can be deleted without warning its already reconciled

Please help

thanks

Rita 

4 Replies

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  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 years ago

    Hi RitaMay

    Thank you so much for your post. If the transaction is already been reconciled you'll need to undo the bank reconciliation first, before you can delete the entry and re-reconcile the account

    I would suggest to show your support here on our Product Ideas page: Warning before changing reconciled transaction 

    Please do let me know if you have further queries.
    Regards,
    Earl

  • RitaMay's avatar
    RitaMay
    Contributing User
    2 years ago

    if I attempt to delete the reconciled transaction by error it does not display the warning

    is it how it meant to be??

    Accounts Right had it in place, and now this option has gone, 

    Please address  this issue with your IT team, 

    thanks

    Rita 

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 years ago

    Hi RitaMay 

     

    Thank you for your reply and for your patience. Usually, once transactions have been reconciled, if you've set a lock date in your file, this will automatically bring up a pop-up message telling you that the transaction is already reconciled and you can't make changes. This warning usually shows up in AccountRight.

     

    However, in MYOB Business/Essentials, we don't have this feature available yet. I will pass this feedback on to the relevant team, and you can also show your support for our Product ideas.

     

    Please let me know if you require further assistance. I'm happy to help.

     

     

    Cheers,

    Princess

  • Celia_B's avatar
    Celia_B
    MYOB Staff
    2 years ago

    Hi RitaMay,

     

    We just want to check back on you. Please let us know if your issue is resolved.  If you need more support with this or in the future, please post again and one of us will be here to assist you.   

     

    Thanks, 

    Cel