G_I's avatar
G_I
Experienced Partner
8 years ago
Status:
New

Recurring Transactions: Bulk delete

Hi All,

 

I found this topic in the MYOB Forum archives, and was greatly saddened.

We use recurring transactions to quickly duplicate quotes/invoices/Bills etc. (since there is no other built-in way of doing this - PLEASE CORRECT ME IF I'M WRONG) and therefore our 'recurring transaction' list just grows and grows, and it becomes a pain to find the correct one since it is swamped by a long list of recurring transcations that we'll never need again.

 

We try to clean up this list every now and again, but it's an immense pain to delete them one by one.

 

Please implement a way to bulk delete these recurring transactions so we can clean up this list without dedicating a whole afternoon to clicking "delete" over and over.

 

"Bulk Delete for Recurring Transactions"

Recurring Transactions

12 Comments

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  • ronatbas's avatar
    ronatbas
    Ultimate Partner
    8 years ago

    We find that too many people use too many recurring transactions and that many of them are superfluous.  To make a recurring for say Origin Energy when all they supply is electricity and it will be linked to that account is unneccessary.

    A more efficient method is to link the card under Buying Details so that every time Origin is opened it will go to the electricity account.

    They should only be used for multiline transactions which only have small variations over time.

     

     

  • DevP's avatar
    DevP
    Trusted Cover User
    8 years ago

    Seconded. There should be an option to delete the list more easily.