Hi
I'm trialling Essentials and think it's a great product. But the fact that you can't delete an imported bank transaction other than by deleting the whole batch and editing the QIF and reimporting is really frustrating. Ditto the idea of having to get customer service to delete something if I set up bank feeds. I can understand that maybe there's a technical reason why a whole import needs to be processed before changes can be made but once an a transaction is in the system, you should be able to delete it. If you can edit other details of the transaction, I don't see why it can't be deleted. This is a product for small businesses and sole traders and I think it's pretty rare for any small business not to occasionally have a transaction where they paid for a personal expense on their business credit card etc. Having to check my QIF file before importing is pretty retro. I have never used an accounting or personal finance product where transactions couldn't be deleted before.
I really hope you change this feature and allow deletion of transactions for imported transactions. Otherwise, I think it's a really good product. The allocation rules etc have definitely made processing my transactions faster than the desktop version I was using.
Hi dnewton,
Thank you for your comments and feedback and a very warm welcome to the MYOB Community Forum. I hope you find this to be a useful tool.
I understand you would like to be able to remove specific transactions after a bank file has been imported into your Essentials file. As Paul explained in an earlier response, the reason we do not allow this is to avoid the issues caused by not being able to ever reconcile your Bank Statement with the account in your file, if this were to be done. As he suggested we recommend speaking to your accountant for directions on dealing with the imported transactions that do not relate to the business.
Please do post again should you have any further queries.
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