Forum Discussion

KMG123's avatar
KMG123
Contributing User
10 months ago
Solved

Account Right - how to delete transaction in electronic payments list

Hi there, I accidentally added two transactions to my electronic payment list. How do I remove them? Thanks for your help in advance.  Kath
  • Doreen_P's avatar
    Doreen_P
    10 months ago

    Hi, KMG123

     

    Thanks for your post.

     

    When deleting the transactions, kindly go to Find Transactions > Account tab > Select the electronic clearing account and then look and open for the transactions that you need to delete > Click the Edit menu > Select Delete Transaction. You may also check The Help Article: Finding a transaction for further information on how to find transactions and to delete/remove them.

     

    Please let us know if you require any further assistance with this.

     

    Best regards,

    Doreen

Anna_P's avatar
Anna_P
Experienced Cover User

Hi Doreen,

We have quite a few transactions sitting in our "prepare electronic payments" window that I would like to delete as the payments were made manually. When we hit "delete electronic payment transaction"  it crashes out. We do not have anything sitting in an electronic clearing account so we are unable to remove them based on your instructions above. Any ideas on how to do a bulk delete?

Thanks

Anna

Doreen_P's avatar
Doreen_P
MYOB Moderator
9 months ago

Hi, Anna_P 

 

Thanks for your post.

 

If the transactions were made manually and they are showing in the Prepare Electronic Payments window, you may need to download the bank for those transactions so you can clear the Prepare Electronic Payments window. To do this, kindly check out the Help Article: Making electronic payments with a bank file for more information. Once you've downloaded the bank file, you no longer need to upload it to the bank portal since transactions were already paid.

 

Please let us know if you require any further assistance with your concern.

 

Best regards,

Doreen

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    9 months ago

    Hi, Anna_P

     

    We would like to follow up on your concern. Kindly let us know if you still need further assistance. Don't hesitate to reach out to us. We are delighted to assist you.

     

    Best regards,

    Doreen

    • Anna_P's avatar
      Anna_P
      Experienced Cover User
      9 months ago

      Thanks Doreen. The probem we have is that the electronic payments list dates back to 2012! It also includes payments from an old bank account that we no longer have access to, so I am not sure your suggestion is possible? Ideally it would be great to just simply delete them directly. There is an option to delete but that crashes us out of the window. I have not used electronic payments before so I am not at all confident with what I am doing, Our accountant alo advised us not to change from the electronic payment setting in payroll, so I guess the list will just keep building!

      Anna

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator
        9 months ago

        Hi, Anna_P 

         

        Thanks for getting back to us.

         

        Since the transactions showing on the prepare electronic payments window are from 2012, we recommend creating a new electronic clearing account and then having it linked to the payroll so that the old transactions will not appear. We recommend speaking with your accountant when creating the new electronic account.

         

        Please let us know if you require further assistance.

         

        Best regards,

        Doreen