Forum Discussion

ianed's avatar
ianed
Experienced User
1 day ago

automatically save changes in recurring transactions

Hi, 

In Business Pro, Recurring transactions, is there a setting to automatically save changes? I mean so that next time you open that recurring transaction, you will see the most recent one entered, not the one when you set it up in the first place. You can do that easily in AccountRight Plus, but I can't see a setting or find a solution on Help or the Community Forum.

Thanks

Ian Edmunds

1 Reply

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi ianed,

     

    You’re not missing a hidden setting. In MYOB Business Pro, recurring transactions work as templates, so they don’t automatically update to reflect the most recent transaction you’ve entered. To update the template, go to Banking > Recurring transactions, open the relevant schedule, make your changes and save it. Future transactions created from that recurring schedule will then use the updated details. It's a little different from AccountRight Plus, where you can save changes more directly from the transaction. More information is available in Recurring transactions.

     

    Cheers,

    Doreen