Forum Discussion

Me005's avatar
Me005
Contributing Cover User
1 month ago

Recurring transactions from Desktop to Browser not working.

I have been using MYOB desktop version for over 20 years and have hundreds of recurring templates for sales and purchases. Trying to change to the browser version I keep getting error messages when I try to use my recurring transactions for sales.

 

After testing setting up new invoices in the browser platform that successfully saved with blank lines, and with the help of the AI support chatbot, I discovered that you cannot save as a recurring transaction any invoice/bill with blank lines as it tries to verify the category and tax code fields which are not present. The only option is to delete all blank lines and then the invoice will save as recurring. 

 

I believe this is why none of my recurring transactions built in the desktop version will work in the browser. I'm sure I'm not alone with this error and frustration which could possibly be fixed by not requiring the blank lines to be validated for category and tax code fields.

 

Has anyone found a way to make their sales recurring transactions from desktop work in the browser version or do the programmers need to fix the validation process for these to work?

I don't want to have to rebuild every template in the new format.

6 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    1 month ago

    Hi Me005,

     

    Thanks for sharing the testing you’ve done. I can see why rebuilding hundreds of recurring templates isn’t a practical workaround. Desktop and browser handle recurring transactions differently, so templates created in Desktop may not work in the browser when they include blank lines. These lines can trigger validation for missing category and tax code details. For now, the workaround is to remove the blank lines from the invoice or bill, then save it as a recurring transaction in the browser. You can do this by going to Banking > Recurring transactions, or by opening the invoice or bill and selecting Save as recurring. The browser version supports recurring invoices and bills, but each included line needs to have the required details. 

     

     

    Regards,

    Sai

     

     

    • Me005's avatar
      Me005
      Contributing Cover User
      1 month ago

      Thanks Sai

      Unfortunately that is not a reasonable work around for long term businesses that have hundreds of recurring templates in the desktop version wanting to transition to the browser version. The programmers building the verifcation of lines need to code the system so it understands that a "BLANK LINE" is not going to have an account or tax code field ... pretty simple if you ask me. I feel that it's a case of lazy programming to allow a blank line to be entered when building an invoice even in the browser version, and then not tell the software that a blank line will not have these fields and therefore verification is not required. Please get back to me when the coders get their act together.

  • crsh's avatar
    crsh
    Contributing User
    1 month ago

    This is indeed an issue and remarkably poor.  I have it in Business Pro. I cannot save my recurring invoices, because I get a message that says 'Amount is required. Category is required for all transaction lines. Please select an account and try again. Tax code is required.'.  This is unacceptable and you need to sort it ASAP.  We need those blank lines, for styling purposes.

    • Isaiah_C's avatar
      Isaiah_C
      MYOB Moderator
      1 month ago

      Hi crsh,

       

      I understand why this is frustrating, especially when you need the blank lines for your invoice layout. Those blank lines are being treated as transaction lines, so each one needs an amount, category and tax code. That’s why the recurring invoice won’t save. To keep the styling, please remove the empty transaction lines and adjust the spacing through the invoice template instead. 

       

      Regards,

      Sai

      • crsh's avatar
        crsh
        Contributing User
        27 days ago

        Unfortunately, the system will NOT allow the removal of a transaction line when it is the last line on the form.  Do go ahead and try.  It is literally not an option.

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home