Forum Discussion

JackN's avatar
JackN
User
5 years ago
Solved

Recurring transactions creation issue

I am not able to create recurring transactions. I have tried using the normal method of selecting a transaction and then going through the "Save as recurring" tab. I have also deleted all previous re...
  • Komal_S's avatar
    Komal_S
    5 years ago

    Hi JackN 

     

    If the transactions are in the list, that means that the template for recurring transactions has been created and it needs to be used now to create a bill. Once you highlight the recurring transaction in this list, click on "Use Recurring" that would open a new bill window with the information populated from the transaction template. You would then need to record this bill, and make the payment for whenever required.

     

     

    If you have set up a schedule to automatically record the transaction every month, then you would have to make sure that you login with the "Administrator" user id every month to record the bills automatically. I would also recommend checking "Edit Schedule" settings for the recurring transaction and confirming they are set to record every month.

     

    If this does not answer your question, I would need to know the exact end result you want to achieve and what steps you are actually following in the software after saving the recurring transaction. You can also attach the screenshots if required. Additional information on recurring transactions can be found on "Setting up recurring transactions" help article. 

JackN's avatar
JackN
User

Hi Komal,

No, I don't get an error message, and neither does the system crash. I simply go through the "Save as recurring" process, and press OK. 

Komal_S's avatar
Komal_S
MYOB Moderator
5 years ago

Hi JackN 

 
If you go to Lists--> Recurring transactions, are you able to find the saved recurring transactions there? Any transaction that is saved as recurring goes to this list by default. 

 

Alternatively, if you try to enter a new invoice and then click on "Use recurring" button at the bottom left, it should bring up all the transactions that have been saved as recurring.


Please let me know how you go on with that.

  • JackN's avatar
    JackN
    User
    5 years ago

    Hi Komal,

    Yes, all transactions that I create as "recurring" appear in this list. I have also deleted all of them to start afresh, but it still hasn't provided me with a Bill when I need to make the monthly payment.

    • Komal_S's avatar
      Komal_S
      MYOB Moderator
      5 years ago

      Hi JackN 

       

      If the transactions are in the list, that means that the template for recurring transactions has been created and it needs to be used now to create a bill. Once you highlight the recurring transaction in this list, click on "Use Recurring" that would open a new bill window with the information populated from the transaction template. You would then need to record this bill, and make the payment for whenever required.

       

       

      If you have set up a schedule to automatically record the transaction every month, then you would have to make sure that you login with the "Administrator" user id every month to record the bills automatically. I would also recommend checking "Edit Schedule" settings for the recurring transaction and confirming they are set to record every month.

       

      If this does not answer your question, I would need to know the exact end result you want to achieve and what steps you are actually following in the software after saving the recurring transaction. You can also attach the screenshots if required. Additional information on recurring transactions can be found on "Setting up recurring transactions" help article.