Hi, I use MYOB AccountRight and I have created a few general journal templates for future processing and saved them as recurring. I have set them up as quarterly journals to post and they do not post automatically. How can I go back into the the recurring journal so that I can make any one of the following changes;Change the amount to be posted Change the FrequencyChange the description to be more meaningful Change it to post automatically and for a set period of time Change who it is assigned to Delete the recurring transaction if they are no longer relevant. I can't find how I can access these after they are created so that I can make any changes in either the desktop version or the online version. Margaret

Hi MargaretM If I have understood your question correctly, you would be best to use the Desktop version, and click on the "List" option at the top of the screen and then "Recurring Transactions". Then use the "Edit" option at the top to change the value or other information and the "Edit Schedule" option at the bottom to change the timing, etc.CheersLiz

Forum Discussion

MargaretM

Contributing User

8 months ago

Deleting or changing the recurring General Journal entries

Hi,

I use MYOB AccountRight and I have created a few general journal templates for future processing and saved them as recurring.

I have set them up as quarterly journals to post and they do not post automatically.

How can I go back into the the recurring journal so that I can make any one of the following changes;

Change the amount to be posted
Change the Frequency
Change the description to be more meaningful
Change it to post automatically and for a set period of time
Change who it is assigned to
Delete the recurring transaction if they are no longer relevant.

I can't find how I can access these after they are created so that I can make any changes in either the desktop version or the online version.

Margaret

Desktop

Liz_A
8 months ago
Hi MargaretM
If I have understood your question correctly, you would be best to use the Desktop version, and click on the "List" option at the top of the screen and then "Recurring Transactions". Then use the "Edit" option at the top to change the value or other information and the "Edit Schedule" option at the bottom to change the timing, etc.
Cheers
Liz

Liz_A
Valued User
8 months ago
Hi MargaretM
If I have understood your question correctly, you would be best to use the Desktop version, and click on the "List" option at the top of the screen and then "Recurring Transactions". Then use the "Edit" option at the top to change the value or other information and the "Edit Schedule" option at the bottom to change the timing, etc.
Cheers
Liz
Doreen_P
MYOB Moderator
8 months ago
Hi MargaretM,

Usually, you shouldn’t alter journal entries once they’re recorded. Instead, it’s best to make two new entries (one debit and one credit) to reverse the originals, then make two more new, correct entries. This provides a more transparent audit trail.

If you will be using the web version and you need to change or delete a journal entry, open the journal entry by clicking on the number in the Reference column on the Transaction List page. Change the journal entry by editing its information and then clicking Record. To delete a journal entry, click Delete, then click Yes to the confirmation message. If you need help with journal entries, ask your accounting advisor.

I have attached links below for your guidance when doing so.

AccountRight: Deleting a transaction

MYOB Business/Essentials: General Journals

Feel free to post again anytime if you require further assistance.

If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

Best regards,

Doreen
MargaretM
Contributing User
8 months ago
Hi Liz_A
Thanks - Yes This answers my questions as I couldn't see it originally.
Margaret