Forum Discussion

MargaretM's avatar
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 ...
Desktop
  • Liz_A's avatar
    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

Doreen_P's avatar
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

Looking for something else?

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

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.