Recurring transactions - no option to save
I have migrated my file from Account Right to MYOB Business Pro and I can see my recurring transactions in the List. However, when I use the recurring transactions I have noticed that it is not savin...
Forum Discussion
Hi NicoleCC,
Thanks for raising this. If you're working on a recurring Spend Money or Receive Money transaction, it's expected to show Record instead of Save. In this case, Record does the same job and will save the recurring transaction for you. Also, the steps can look a bit different in desktop compared with the browser version, so it's worth checking you're following the guide for the right product view. If you only want to keep it as a template and use it when needed, set the frequency to Never. You can also check the steps here: Recurring transactions.
Regards,
Sai
Thanks for that, but sounds like I didn't explain myself too well. Basically, when I want to enter a new bill from Telstra for example by using "Prefill from Recurring" it brings up the original template instead of the last bill I entered for Telstra. Do I just need to save every Telstra bill I enter as recurring to have a template of the last bill? I will end up with lots of templates for Telstra. I wish it could automatically update/over-ride the template to show my last bill with the most current information.
Hi NicoleCC,
That makes sense, and yes, I understand what you mean now. In MYOB Business Pro, recurring transactions work differently from AccountRight. When you use Prefill from Recurring, it pulls the saved template, not the last bill you entered. Any changes you make to that bill only apply to that transaction and won’t update the recurring template. If you want the template updated for next time, you’ll need to edit it manually under Banking > Recurring transactions.
Cheers,
Princess
