1300HOTAIR's avatar
1300HOTAIR
Experienced Cover User
17 days ago
Status:
Open

Purge Unused Account Categories / Cards

Having used MYOB since 2000 you can imagine how many unused account categories. obsolete cards and employees we have

It would be great if we were able to tidy up and remove obsolete categories, cards etc simply 

5 Comments

  • Create a Card called - Not used
    Then combine unwanted cards with that card as primary

    Same with accounts you dont want any more.


  • 1300HOTAIR's avatar
    1300HOTAIR
    Experienced Cover User
    15 days ago

    Great idea HOWEVER many cards / Categories do not allow merging and its time consuming - Ideally a system purge when a card / Category is dormant for say 7 years would be great 

  • leibholdqpbc's avatar
    leibholdqpbc
    Trusted User
    15 days ago

    I do not think functionality is high on myobs list.

    They cant even fix the annoying warning boxes that appear and stay on screen after that form is closed.

  • Hi 1300HOTAIR​ 

    Though requested many times over the year, as leibholdqpbc​ indicated, not a priority for MYOB.

     

    Suggest you get in touch with MYOX Services - they can remove pretty much anything in bulk, cards, items, jobs, accounts, payroll categories etc. At least up until 17 June 26.

     

    Regards

    Gavin

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    14 days ago
    Status changed:
    New
    to
    Open

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.