Recurring transactions

Hi AloutMAIN, 

Thanks for explaining how you use the template for your monthly rental invoices. I can see how having the month carry forward made it easier to keep track of which invoices you’d already issued.

In MYOB Business Lite, changing an invoice after prefilling it from a recurring template only changes that invoice, not the saved template. To update what comes through next time:

1. Go to Banking > Recurring transactions.
2. Open the template, update the invoice details or date, then save it.

If you’d prefer invoices to be created automatically, you can set the template to a monthly schedule. More info on recurring transactions.

Regards,
Genreve

Hi Genreve

Thank you for your suggestion, that is a lot of work to be using the recurring transaction to raise the invoice with new month details and notes then going back into the recurring transaction to update it every time...this doesn't make sense to me.

Why not make the system update the recurring transactions just like the other version and be more efficient?

Hi AloutMAIN

I can see why having to update the recurring transaction each month would feel like extra work.
 

You can submit a suggestion on our product ideas page. It’s the best place to share your feedback: MYOB Business Ideas Exchange. You can support similar feedback from other users.
 

Thanks for taking the time to explain how this could work more efficiently.

Regards,
Earl