Forum Discussion

Kerrin28

Experienced Cover User

5 years ago

Solved

Recurring transaction drops out

when doing reoccurring transactions, MYOB drops out every time? Is there a known issue why this happens?

Recurring transaction

Princess_R
4 months ago
Hi LauraF1,

You're welcome! You're right, the only option is to create another Undeposited Funds Account. If you need any further assistance in the future, please feel free to create a new post.

Cheers,

MYOB

Kerrin28

Experienced Cover User

5 years ago

attached is the file error log.

Hope this can help for you to be able to fix.

The client has had a computer guy out to look at the computer and there is no issues, he has suggested that there is an error in the MYOB file.

Look forward to your reply

Kerrin

Melisa_D

Former Staff

5 years ago

Hi Kerrin28,

Can you please check the linked accounts within the file, please go to the Setup menu and choose Linked Accounts, then make sure linked accounts are specified for:

Accounts & Banking Accounts
Sales Accounts
Purchases Accounts
Payroll Accounts (if you use payroll, Australia only)

If a linked account is missing and you're not sure which account should be selected, check with your accounting advisor.

Also, please check that your tax codes have linked accounts linked - please go to the Lists menu and choose Tax/GST Codes. Open each tax/GST code and check they have linked accounts. Not all tax/GST codes require linked accounts, only those where you are able to specify them, such as the example shown above. Once again, check with your accounting advisor if you're not sure which accounts should be selected.

If there has been a missing linked account/tax code, once corrected please attempt to process a recurring transaction. Does it work ?

Please do let me know how you go.

Kerrin28
Experienced Cover User
5 years ago
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Thankyou for the reply

I have checked all of these, in fact phone support did also advise this, so I have now checked them twice. Phone support said this is a known issue and she was going to escalate this.

Do you have any other solutions.

My client is quite frustrated as every recurring transaction he does, MYOB will ask him to restart the file.
The client actually uses recurring transactions for all his invoices as he does regular service calls to clients and he does several invoices every day.

There has to be a solution and we are Hoping for another solution please
- Steven_M
  Former Staff
  5 years ago
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  Hi Kerrin28
  
  It's a little hard to see what is going on without that full error log, however, do you have Setup>>Preferences>>Sales>>Automatically Email Sales When They are Recorded enabled? If so, try disabling that preference and you should be able to generate those sales from the recurring transaction. The invoices can be emailed through the Send to>>Email or via the Print/Email Invoices window.
  - Kerrin28
    Experienced Cover User
    5 years ago
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    The preference was disabled, so I enabled the preference to test it, and the issue is still happening.
    
    Any other ideas?

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out","id":"message:691375","revisionNum":2,"repliesCount":12,"author":{"__ref":"User:user:40975"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"conversation":{"__ref":"Conversation:conversation:691375"},"readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:691375"},"body@stripHtml({\"truncateLength\":200})":" when doing reoccurring transactions, MYOB drops out every time? \n \n Is there a known issue why this happens? \n ","body@stringLength":"146","rawBody":"

when doing reoccurring transactions, MYOB drops out every time?

Is there a known issue why this happens?

","kudosSumWeight":0,"postTime":"2021-01-14T18:43:21.354+11:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"TagEdge","cursor":"MjUuMnwyLjF8b3wxMHxfTlZffDE","node":{"__typename":"Tag","id":"tag:Recurring transaction","text":"Recurring transaction","time":"2011-06-15T12:47:08.830+10:00","lastActivityTime":null,"messagesCount":null,"followersCount":null}}]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:691375_2"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":1661},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[]},"Conversation:conversation:691375":{"__typename":"Conversation","id":"conversation:691375","solved":true,"topic":{"__ref":"ForumTopicMessage:message:691375"},"lastPostingActivityTime":"2021-02-25T11:54:34.126+11:00","lastPostTime":"2021-02-25T11:54:34.126+11:00","unreadReplyCount":12,"isSubscribed":false},"ModerationData:moderation_data:691375":{"__typename":"ModerationData","id":"moderation_data:691375","status":"UNMODERATED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Revision:revision:691375_2":{"__typename":"Revision","id":"revision:691375_2","lastEditTime":"2021-01-15T06:13:55.712+11:00"},"ForumReplyMessage:message:692978":{"__typename":"ForumReplyMessage","id":"message:692978","conversation":{"__ref":"Conversation:conversation:691375"},"author":{"__ref":"User:user:210120"},"revisionNum":2,"uid":692978,"depth":3,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"subject":"Re: Recurring transaction drops out","readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:692978"},"parent":{"__ref":"ForumReplyMessage:message:692809"},"body":"

Hi Kerrin28,

Can you please check the linked accounts within the file, please go to the Setup menu and choose Linked Accounts, then make sure linked accounts are specified for:

Accounts & Banking Accounts
Sales Accounts
Purchases Accounts
Payroll Accounts (if you use payroll, Australia only)

If a linked account is missing and you're not sure which account should be selected, check with your accounting advisor.

If there has been a missing linked account/tax code, once corrected please attempt to process a recurring transaction. Does it work ?

Please do let me know how you go.

","body@stringLength":"1610","rawBody":"

Hi ,

Can you please check the linked accounts within the file, please go to the Setup menu and choose Linked Accounts, then make sure linked accounts are specified for:

Accounts & Banking Accounts
Sales Accounts
Purchases Accounts
Payroll Accounts (if you use payroll, Australia only)

If a linked account is missing and you're not sure which account should be selected, check with your accounting advisor.

If there has been a missing linked account/tax code, once corrected please attempt to process a recurring transaction. Does it work ?

Please do let me know how you go.

","kudosSumWeight":0,"repliesCount":7,"postTime":"2021-02-01T13:17:35.013+11:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:692978_2"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":1563},"visibilityScope":"PUBLIC","isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"customFields":[],"replies":{"__typename":"MessageConnection","edges":[{"__typename":"MessageEdge","cursor":"MjUuMnwyLjF8b3wxMHwxNDowLDM5OjF8MQ","node":{"__ref":"ForumReplyMessage:message:693006"}}],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"CachedAsset:theme:customTheme1-1742490376064":{"__typename":"CachedAsset","id":"theme:customTheme1-1742490376064","value":{"id":"customTheme1","animation":{"fast":"150ms","normal":"250ms","slow":"500ms","slowest":"750ms","function":"cubic-bezier(0.07, 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attached is the file error log.

Hope this can help for you to be able to fix.

The client has had a computer guy out to look at the computer and there is no issues, he has suggested that there is an error in the MYOB file.

Look forward to your reply

Kerrin

","body@stringLength":"351","rawBody":"

attached is the file error log.

Hope this can help for you to be able to fix.

The client has had a computer guy out to look at the computer and there is no issues, he has suggested that there is an error in the MYOB file.

Look forward to your reply

Kerrin

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Hi Aileen_6300

The Purchases [Supplier Detail] report should be able to produce that information - Reports>>Purchases>>Supplier.

This report will list the Item/Account that was used on the purchase. You can even insert the job number (or name) through the Insert/Modify>>Show Hide option.

","body@stringLength":"575","rawBody":"

The Purchases [Supplier Detail] report should be able to produce that information - Reports>>Purchases>>Supplier.

This report will list the Item/Account that was used on the purchase. You can even insert the job number (or name) through the Insert/Modify>>Show Hide option.

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Hi Steve - Thanks for that information. I've gone in there and added what I need on my report (except it doesn't have an option for the Expense Account Name only the number - which I can live without but would be more preferrable than the Number) however, now it won't give me a Print option - it's greyed out.

Also, is there a way to save the settings so I can generate this same report each fortnight? I think the Save function here is to save it as a PDF with this particular data - not Save this as a specific report to run again.

Your help is much appreciated. :)

","body@stringLength":"631","rawBody":"

Your help is much appreciated. :)

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My client has upgraded to 2021.1 and the problem has been fixed.

Thankyou for your help

Kerrin

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My client has upgraded to 2021.1 and the problem has been fixed.

Thankyou for your help

Kerrin

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Hi Aileen_6300

After making changes to the report through the Insert/Modify tab select the Filters tab. This action will save those changes and allow you to Print (or export out) that report.

With respect to saving reports, yes you can save it as a Custom Report so you can navigate to it via the My Custom Reports tab - our Help Article: Saving and deleting custom reports would be able to assist with that process.

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After making changes to the report through the Insert/Modify tab select the Filters tab. This action will save those changes and allow you to Print (or export out) that report.

Thank you again Steve - I'll check it out.

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Thank you again Steve - I'll check it out.

Hi again Steven_M. Yes, that was very helpful. I seem to have almost all I want in the report now, but is there a way to get the Expense Account name included please - I can't seem to find it in the show/hide list. I can get the Item/Acct (i.e. Expense Code number) but would like the name instead as it's more meaningful to others who are not familiar with all the numbers. I've changed the margins to suit but the footer (even though I click and drag down when icon turns to a double sided arrow) doesn't seem to stay down. Is there a way around this please?

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"213","kudosSumWeight":0,"postTime":"2021-07-27T10:18:55.450+10:00","lastPublishTime":"2021-07-27T10:21:04.518+10:00","metrics":{"__typename":"MessageMetrics","views":2158},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Sales_and_Purchases/message:715635/message:716074","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuMnwyLjF8b3wxfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:716143"}}]},"editFrozen":false,"body@stringLength":"785","rawBody":"

Hi again . Yes, that was very helpful. I seem to have almost all I want in the report now, but is there a way to get the Expense Account name included please - I can't seem to find it in the show/hide list. I can get the Item/Acct (i.e. Expense Code number) but would like the name instead as it's more meaningful to others who are not familiar with all the numbers. I've changed the margins to suit but the footer (even though I click and drag down when icon turns to a double sided arrow) doesn't seem to stay down. Is there a way around this please?

Hi Aileen_6300

The Purchases [Supplier Detail] report would not show the account name, only the account number. I'm not familiar with any purchase-based reports that will list the account's name rather than the number.

The only way I could see you getting that number would be if you also run the Account List report then sent that report and the Purchase report to Excel. Once in Excel, you would use a Lookup function to pull that account name onto that report.

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Thankyou for the reply

I have checked all of these, in fact phone support did also advise this, so I have now checked them twice. Phone support said this is a known issue and she was going to escalate this.

Do you have any other solutions.

My client is quite frustrated as every recurring transaction he does, MYOB will ask him to restart the file.

The client actually uses recurring transactions for all his invoices as he does regular service calls to clients and he does several invoices every day.

There has to be a solution and we are Hoping for another solution please

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Thankyou for the reply

I have checked all of these, in fact phone support did also advise this, so I have now checked them twice. Phone support said this is a known issue and she was going to escalate this.

Do you have any other solutions.

My client is quite frustrated as every recurring transaction he does, MYOB will ask him to restart the file.

The client actually uses recurring transactions for all his invoices as he does regular service calls to clients and he does several invoices every day.

There has to be a solution and we are Hoping for another solution please

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Hi Kerrin28

It's a little hard to see what is going on without that full error log, however, do you have Setup>>Preferences>>Sales>>Automatically Email Sales When They are Recorded enabled? If so, try disabling that preference and you should be able to generate those sales from the recurring transaction. The invoices can be emailed through the Send to>>Email or via the Print/Email Invoices window.

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The preference was disabled, so I enabled the preference to test it, and the issue is still happening.

Any other ideas?

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The preference was disabled, so I enabled the preference to test it, and the issue is still happening.

Any other ideas?

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