I want to remove ALL of the old/unused bank feed transactions which were not used previously. They were instead manually reconciled previously. None of them are (relevant) currently and need to be cleared.
Our accountant has also requested that this be done ASAP.
Do you require a copy of the datafile?
Hi MenAtWork
A little too much info in your post - remember this is a public forum. For the record, bank feed records cannot be deleted, only hidden, and only one by one. Can be hidden in bulk by a 3rd party (see MYOX Services).
If you delete, in the past MYOB would check the bank feed entry exists in the file, other wise it would download it again.
Regards
Gavin
Thanks Gavin
Thanks Gavin for your response but ....... My search on the Forum "Help" indicated the it can be done (MYOB internally?) and gave me the directions to have this done. Suggesting send a private message with ALL of the details in my post. So .......
There are years of un processed transactions as the bank has been reconciled manually by the previous person in the seat. I dont have the time to " hide" them on by one as there are hundreds of them.
Hi MenAtWork
Things may have changed - I will tag a moderator or two, hopefully they can clarify.
Suggest you edit your post to remove private details such as serial number and bank account. When a moderator responds, they will give you access to Private Messages, you can then send that detail to them directly.
Regards
Gavin
Hi MenAtWork,
Thank you for your post, and welcome to the Community Forum! We can delete Bankfeeds for specified accounts within a specific date range. Before proceeding, I would kindly request you to create a backup of your file. Please refrain from using the Bankfeeds screen and the Get Transactions button until you receive a confirmation email from our team. I will raise this request for you and provide you with a case number once I have submitted your request to the relevant team. Additionally, I have removed all the necessary details that you provided.
Regards,
Earl
This has also happened to me the past few days, how do I get this sorted?
Hi MichaelCP,
Thank you for reaching out. To assist you effectively, could you please send me a private message containing the following information:
Serial Number
Company Data File ID
BSB and Account Number / Last four digits of the Credit Card
Bank Name
Company File GUID
Start date to remove transactions from: Format yyyy/mm/dd
End date to remove transactions from: Format yyyy/mm/dd
Looking forward to your response.
Regards,
Earl
