It would be great if there was a way of bulk deleting, or bulk merging of unused cards and especially items.
"Bulk deleting of cards or items'
Delete cards
Purge: Cards
BIRD_PLACE
4 years agoExperienced Cover User
HAVING USED ACCOUNT RIGHT LIVE FOR A FEW YEARS NOW I HAVE A LIST OF ITEMS - SUPPLIERS - CUSTOMERS THAT I WOULD LIKE TO DELETE
I HAVE MADE THEM INACTIVE BUT WOULD REALLY LIKE THEM GONE COMPLETELY
CAN THIS BE ADDED TO A FUTURE UPDATE
- leibholdqpbc4 years agoExperienced User
On thing you can do is create a new item/customer card - I called mine Trash
Then you cam merge the unwanted cards with that card. - BIRD_PLACE4 years agoExperienced Cover User
I also have this issue
- Wynn3 years agoExperienced Cover User
I so agree. It's hard to delete former employees - even if it's over five years since they worked for a company. Even if it's over ten years - they cannot be deleted!! This is crazy.
I especially would like to be able to delete the WIP time billing records. e.g. some hours can not be billed to a client but they still hang in the records cluttering it up and making it hard to use Time Billing.
Even inactive clients (for ten years) still have hours attached to some jobs and there's no way I will ever get time to work through ten years of timesheet hours which are now in the WIP Time Billing records - even for inactive jobs and inactive clients.
It is frustrating.
Even purging does not get rid of them.
* I wish MYOB could arrange some way - even if it involves a technicians direct assistance - of deleting old records.
- gavin123453 years agoUltimate User
Hi BIRD_PLACE
Users have been requesting this for years. MYOB are very unlikely to add this as a feature. The reason is MYOB holds the details for each Item etc in a database table. When a transaction is recorded, that transaction now has a link to this Item table, as it uses an Item from the table. If you delete the Item from the table, the transaction becomes 'corrupt' as it links to something no longer there. To avoid this and maintain database integrity, MYOB prevents an Item from being deleted once it has been used.
So to delete an Item that has been used, you would need specialist software that will also update all transactions that used the Item. This avoids the database integrity issue. There is a MYOB specialist that can delete in bulk Items Cards etc that have been used, by also updating all transactions that have used them. Send me a private message if you would like contact details.
Or wait on MYOB to add this.
Regards
Gavin
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