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
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
MYOB, please find a way of deleting very old employee cards, I mean delete not just "inactivate" them!
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Hello All: An update that would really help our business out if to be able to remove a large number of obselete card files from 2017.1 myob file. When we were much smaller we used card files and 'contact logs' as a form of CRM, however since growing we have moved to using a full CRM system (called ACT) which can talk to MYOB but has all the expected funtionality of a CRM. This means we have 1000's of 'customer' card files that have never had a sale recorded against them that are no longer needed in MYOB and are clogging up our database.
At the moment the only way to remove these cards is to manually go through and delete each one individually...a huge use of time!
Would really appreciate some development in this...would also be handy for obselete and unused inventory items.
I would like to see it achieved by a process which involved exporting the list. Inserting the deletion flag in the data and then importing the list back in with the system recognising that flagged items are to be removed. Of course, as with the current controls only cards/lists without transactions could be purged.
I have many clients with the same problem. I'd love to have a solution to this as well.
Dear MYOB,
Please provide a solution on how to delete obsolete Employee and Supplier Cards that have been inactivated and marked with a z, etc etc etc etc. I have almost 100 employees in MYOB (some dating back to 2006) and only 10 employees are Active Employees. So you can see my dilemma??? Appreciate a solution earlier rather than later!.
Thank you
I would love to clean up the Employee Card file and be able to delete Employee Cards particularly those have be terminated at least 5 years ago.
Very frustrating that you can't delete old clients or old stock. Setting them to inactive they still remain when you print reports. Would be good if you could delete if the have a nil balance or a nil stock
MYOB Live is running very slow and a suggestion was to have a smaller Card File this may help quicken the program.
At present the only solution, seems to be to get rid of old card files, is delete each one separately. A suggestion to MYOB developers, as some if not all clients using MYOB, this would be very time consuming. A purge which is date (to/from) activated and/or Card ID activated would be very helpful.
Thank you
Why don't you allow very old product records to be removed even when they have an invalid stock quantity set. You can set quantity to zero but you cannot delete it from the dtabase because there are now journal entries for the product.
We have over 800 items that we've added to MYOB over time, and we've included a prefix to the Item Number.
We would now like to remove the prefix from these existing products.
eg: the item number is HW-123456 and we want to remove the HW- from all the items.
It isn't really feasible to do this manually one by one, and it seems like i can't do this using the bulk import/export function in MYOB and making the modifications in a spreadsheet and re-importing them. Is there an efficient way to do this? Otherwise please accept this as a request.